{"id":1632,"date":"2025-09-28T15:01:23","date_gmt":"2025-09-28T12:01:23","guid":{"rendered":"https:\/\/support.hotelrunner.com\/?p=1632"},"modified":"2026-01-20T14:04:33","modified_gmt":"2026-01-20T11:04:33","slug":"how-to-manage-the-folios-tab","status":"publish","type":"post","link":"http:\/\/support.hotelrunner.com\/en\/how-to-manage-the-folios-tab\/","title":{"rendered":"How to manage the folios tab on the reservation"},"content":{"rendered":"
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Folios are guest-specific account statements within the reservation. In this area, you can post, edit, and track your guests’ expenses. You can also monitor their payments, remaining balances, and debt\/credit statuses.<\/span><\/p>\n<\/p>\n <\/div>\n <\/div>\n \n\n\n

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You can access folios through the Folios<\/strong> tab on the reservation screen.<\/p>\n\n\n\n

The folio titled Guest<\/strong> is automatically created by the system for each reservation. If you wish to track a guest’s expenses and payments across multiple accounts, you can create a second folio using the Add Folio<\/strong> button. You can add as many folios as you need in this area.<\/p>\n\n\n\n

You can give names to the folios you’ve created using the folio editing icon.<\/p>\n\n\n\n

You can manage account transactions through the Add Posting<\/strong> and Add Payment<\/strong> buttons on the added folio. For details on what adding posting and adding payment entail, you can refer to the articles titled Add Posting<\/strong> and Add Payment<\/strong>.<\/p>\n\n\n\n

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The Folios tab screen operates with a Smart Table<\/strong> page structure. Using the Column Chooser<\/strong> button in the Smart Table section, you can add or remove the headings you wish to display and filter them according to your selected headings.<\/p>\n\n\n\n

You can save the table you create with the Column Chooser<\/strong> using the Save table settings <\/strong>option, view the table as an Excel file with the Export to Excel<\/strong> option, and view the table as a PDF file with the PDF<\/strong> option.<\/p>\n","protected":false},"excerpt":{"rendered":"

You can access folios through the Folios tab on the reservation screen. The folio titled Guest is automatically created by the system for each reservation. If you wish to track a guest’s expenses and payments across multiple accounts, you can create a second folio using the Add Folio button. You can add as many folios […]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[108,134],"post_product":[55],"class_list":["post-1632","post","type-post","status-publish","format-standard","hentry","category-pms","category-front-desk","post_product-property-management-system"],"acf":[],"_links":{"self":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1632","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/comments?post=1632"}],"version-history":[{"count":7,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1632\/revisions"}],"predecessor-version":[{"id":4485,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/posts\/1632\/revisions\/4485"}],"wp:attachment":[{"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/media?parent=1632"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/categories?post=1632"},{"taxonomy":"post_product","embeddable":true,"href":"http:\/\/support.hotelrunner.com\/en\/wp-json\/wp\/v2\/post_product?post=1632"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}