Folios¶
PMS Dashboard → Folios shows guest folios from the hotel system and their route to being posted as a sales invoice.
The page is split into tabs by status, opening on Failed, so what needs action comes first.
The statuses¶
A folio cannot be posted until everything the posting needs is in place. The status says what is missing:
| Status | What to do |
|---|---|
| Awaiting | The folio has arrived and is waiting to be handled. Nothing to do. |
| Missing payment method | The folio's payment method is not set up. Create a mapping for it. |
| Not fully paid | The folio is not fully settled in the hotel system. Close it there. |
| Missing customer | There is no customer to invoice. Create or link the customer. |
| Missing AR ledger | The receivables setup is missing in the ERP. |
| Missing transactions | The folio holds no lines to post. |
| Missing mapping | A PMS code on the folio is not coded. See Daily journal. |
| Missing details | A required field is empty. |
| Missing configuration | The PMS integration is not fully set up. Contact support. |
| Posting | On its way to the ERP. |
| Posting error | The posting failed. You can try again. |
| Posted | Posted as a sales invoice. |
| Skipped | Deliberately left out. |
| Failed | Stopped by an error. |
Most statuses point at something to fix elsewhere — in the hotel system, in the ERP, or in the coding. Once that is in place, the folio moves on by itself.
Post again¶
Where a folio shows Posting error, you can send it for posting again from the list once the cause has been corrected.
Search¶
The search box finds folios across the tab, and you can switch between 20 and 50 rows per page.