Retrieve an Old Guest Folio (Cloud) 🎥

Retrieve an Old Guest Folio (Cloud) 🎥

🎥 Watch Video
Path: Front Office > Cashiering > Guest Account

1. Select Retrieve Old Folio from the Toolbox Menu in the top right.
2. Use the available options to narrow down your search: by city ledger, confirmation number, credit card number (last 4), guest last name, room number or CRS number.
3. Modify the arrival date range that the guest would have checked in using the From and To calendars.
4. Click Refresh.


5. Click a line to open its folio.
You can post a charge, adjust a post, refund the guest, charge the guest, print and email a copy of any checked-out folio.



6. Select Close at the bottom to go back to the search page.
All Search Field options require the arrival date range to be modified to effectively search the system for the correct folio. Confirmation and Central Res confirmation do not require the arrival date to be specified, as they bypass that field and search the database for confirmation numbers.
If the folio was adjusted, any charges posted or if any were voided the folio must be brought back to a zero balance before you can leave the screen. 

    • Related Articles

    • Retrieve an Old Group Folio (Cloud) 🎥

      Whether it's an individual guest or a group, you can always access and retrieve old folios, as long as the data has not been purged. Path: Front Office > Cashiering > Group Account 1. Click on "Retrieve Old Folio" from the toolbox on the right. 2. ...

    • Transfer Charges from Guest Folio to Group Master Folio (Cloud)

      In the event that a group was not initially configured correctly or there is a last-minute change in the guarantee type, which leads to charges being incorrectly posted to the wrong folio, it is feasible to transfer charges between the group master ...

    • Void Tax on a Guest/Group Folio (Cloud)

      When tax appears in a folio, it's often automatically recorded as a secondary fee linked to another code. This tax is categorized as a secondary posting, triggered by a transaction like a Room Charge or a taxable miscellaneous item. Consequently, ...

    • Print or Email a Group Folio (Cloud)

      Path: Front Office > Cashiering > Group Account 1. Click "In House Group" from the toolbox on the right. 2. Click on the Group you need to print/email the folio. 3. Click View to open the folio. 4. Open the toolbox on the right and click on Print ...

    • Post a Transaction on a Group Folio (Cloud) 🎥

      ? Watch Video A group reservation consists of the master reservation, which includes the total number of allocated rooms, and individual guest reservations for each room that has been picked up from those allocations. Similarly, a folio for a group ...