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House Account Folios
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Go to FRONT DESK | HOUSE ACCOUNTS to use, set up and print House Folio accounts. House folios have the same functionality as the |
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Guest folios, however they are |
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NOT linked to a room number or Guest booking. |
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can be used to track transactions for anything from a extra items to a Gift Shop, Bar or Restaurant. You can add as many folios as you need, print or email them and then use the Search Folio function to find closed folios. The Primary Folio serves as your main House Account Folio and will always display as the default when you go to the House Accounts. When you Add a Charge or Payment, it will automatically post to the Primary Folio unless have created another folio and chosen it when applying the transactions. House Account folios can be open and closed at any time as long as they are balanced. To balance the folio, a corresponding charge and payment must be applied. There is a check during night audit to insure all house folios have zero balances. Manage transactions the same way as the standard Guest Folio. |
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borderColor | #559ADE |
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borderWidth | 1 |
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title | Front Desk Tab |
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| In House Accounts, you can perform the following functions: |
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There is one house folio that is of special note, the Missed Calls Folio records any phone calls that were not assigned to a folio because there was no guest checked in to the room. Administrative calls may also be logged here. Phone Calls that have a zero charge associated are not recorded anywhere in MyPMS. |
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You have the ability to print out individual receipts from the House Account. To use this feature, simply place a check mark next to the line item you would like to print out on the receipt, then scroll down and click "Print Folio". |
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The ability to Add, Edit, and Delete a credit card exists with a House Account, as do all other payment options. Once added, a credit card must be manually deleted in order to not accidentally use it for a future charge. This is important, as it will protect your property for liability for storing – and potentially misusing - credit cards no longer needed. Since there is no 'Guest', 'Group', or 'Company' to apply the credit card to, either the card must be swipe or manually entered in order to get proper details for the card charge.
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borderColor | #559ADE |
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bgColor | #F0F0F0 |
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titleColor | #ffffff |
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titleBGColor | #559ADE |
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borderWidth | 1 |
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title | Front Desk Tab |
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| Page Tree |
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root | Front Desk Tab |
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expandCollapseAll | true |
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If you're looking for troubleshooting information, please try one of our Support Options!
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