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 House folios have the same functionality as the guest folios, however they are not linked to a room number. These folios may be created at anytime by authorized users. As soon as they are checked out, a new one is checked in. There is a check during night audit to insure all house folios have zero balances.

Every time a charge is applied, a corresponding payment must be applied. For instance, you may apply a postcard charge of $1.00 plus $0.08 taxes. This will come to a total of $1.08. The user must now enter a payment of $1.08 to bring the balance to zero.

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.
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".

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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If you're looking for troubleshooting information, please try one of our Support Options!

 

a Charge or apply a payment to any of the House Folios.

  • Click on the Tab of the Folio to add a transaction.
  • Go to  Add Charge and Add Payment

Items in the Add Charge drop-down list have already been added as Inventory Items and given a description and/or a price. IF you have added this information to the Inventory item, it will auto fill when the item is chosen. These fields can also be manually entered or edited before the charge is applied. Note: The red asterisk * indicates a required field.

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Add a charge:

  • Add Charge: Choose a charge from the "Add Charge" drop-down list. If you do not see the item you need, choose miscellaneous.
  • Description: If you chose an item from the "Add Charge" list, the description will auto fill. You can also enter a new description..
  • Quantity: Enter Quantity: this number will be used to automatically calculate the total amount based on the Unit Price.
  • Unit Price: If you chose an item from the "Add Charge" list, the Unit Price will auto fill. You can also enter a new price. 
  • Amount: The Total Amount will automatically be calculated.
  • Date: Choose the date. This feature allows you to choose a date in the future to create an "advanced charge". Use this to enter a charge that should be charged to the folio as a transaction on a date in the future.
  • Apply Charge: Click "Apply Charge": The charge will be directed to the appropriate folio based on rules set up for the folio. See Folio Setup 


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