Customize Folio Layout
Setup > Configuration > Folio Setup > Customize Folio Layout
If you are using the Advanced/Laser printing option, you have the ability to change which font is used for each section of the folio. Bear in mind that the size of the font should be proportional to the rest of the document and not overly large. If the font is too large, it can be cut off. Usually fonts should be between size 10 and 16.
If the folio prints and information is missing, make sure you have a valid font selected for that particular section.
The folio titles screen allows you to change the text which appears as headings on both the summary and detail folios. This is usually for international users who need to display the information to the guest in another language.
Fonts and Layout
Folio Fonts Various themes are available -- themes are combinations of fonts, point sizes, and vertical line printing on folios. If you would like to change specific element's fonts, double click on the element and pick a new font, attribute and/or point size.
Other Options There are several other options for helping you customize the appearance of the folios:
Suppress Column Lines Using this option stops the vertical lines between columns from printing.
Suppress Shading Using this option stops all shading from printing on the folios.
Rounded Corners Using this option will print boxes which rounded edges. Not all printers, printer drivers or displays will support this option.
Use this style on City Ledger Statements Using this option extends the fonts and other style options to the City Ledger Statements (File > Reports Menu > City Ledger and Companies > C/L Account Statements).
Shading Color Use this option to pick a color used for the shaded sections of the folios.
Special Text Options
Extra Folio Field
You have the ability to print one additional field on the guest folio. You must select a valid database field from the FOLIOHD file which appears on the guest properties screen of the guest folio. Select and display the guest properties screen Front Desk > Current Folios and Guests > Select > Properties.
Using the Tab key, go to the field you wish to appear on the folio. Once your cursor is on that field, look in the bottom left hand corner of the screen for the field name. It should read: (FOLIOHD) FOH:XXXXXXXX where X is the field name. When you enter the field name on the folio setup screen in the "Field:" field, you must put the field name including the FOH: prefix.
A valid field would be FOH:EXTRAFIELD which would print the first extra field. You can also put a title if you wish to print before printing the field.
If you wanted to put the "Name on Card" field on the folio, use the following settings: Field Expression: FOH:NOC Field Title: Name on Card This would print "Name on Card: John Doe"
In addition to all fields available on the FOH file, you can also use the following two extra fields:
CompanyName - Name of Company on Guest Properties screen
DirectBillName - Name of Direct bill company on Guest Properties screen
Set for Direct Bill This button is a shortcut for setting up roomMaster for printing the guest's name on the City Ledger Invoices.
Tax ID Name The name of the field you use for Tax ID's (FEIN, ABN, etc.)
Actual Property Tax ID: The TAX ID of your hotel/property if needed to appear on invoices (FEIN, ABN, VAT)
Folio Name A name (if you wish) to show when printing a folio. Example would be "Tax Invoice" or "VAT Invoice" or "Guest Folio".
Folio Name when Copy Enter a label to be printed on unchanged copies of guest history folios. For example, enter COPY and when a folio is reprinted from guest history or the City Ledger, COPY will appear in the upper right corner of the folio.
Folio Name when History Enter a label to be printed on copies of guest history folios that have been adjusted after checkout. For example, enter ADJUSTED COPY and when a folio that has had postings made after the checkout date is reprinted from guest history or the City Ledger, ADJUSTED COPY will appear in the upper right corner of the folio.
Serial Number Name Enter a label to be printed before the Checkout Serial Number. For example, in Costa Rica, "Receipt Number/Numero de Factura" is required to identify the Checkout Serial number. Enter the required statement in the field and Receipt Number/Numero de Factura 1234 would be printed on the checkout folio, where 1234 is the CheckOut Serial number automatically assigned.
Print CheckOut Serial Number at bottom of folio For our international customers, roomMaster gives you the ability to assign a checkout folio number. This eliminates the folio numbers being out of sequence when presenting Checked Out folios for Belgium, Italy and Costa Rica Tax Authorities.
Folio numbers are assigned at check in but serial numbers are assigned at check out. This allows accountants to ensure that all checked out folios are present and accounted for should they be requested by tax authorities. If a guest is checked out and then rechecked in, the serial number assigned to that folio is kept and not reassigned when the guest is then rechecked out.
Always Hide Rate Header Box for All Folios Select this option to never print the rate code description in the header of a guest folio.
Logo/Image
You may select to place your own logo (JPG, BMP, GIF, WMF format) on the folio as well. In the Image Position row, enter the horizontal and vertical position of the upper left hand corner of the image, the image size and the justification of the image. Enter the image name in the Image name field. The image must be uploaded to the Property Shares folder.
You can also adjust where the text (Property name, address, etc) appears as well if you need to move it so your logo/image will fit on the page by changing the Text Position.
If you have a 1" by 1" logo, the recommended settings would be:
| Horizontal | Vertical | Width | Height | |
|---|---|---|---|---|
| Text position | 1250 | 150 | 0 | 0 |
| Image position | 100 | 150 | 1050 | 1050 |
| Justification | Centered |