There are two options for running the Folio Transactions Report:
- Compact
- With Guest Names
The following article will review each method.
Reports > Financial > Folio Transactions > Compact
This report is a compacted view of all folio transactions for a selected day. The report is sorted alphabetically based on the Transaction Code.
The report includes:
- Code (Transaction Code)
- Description (Transaction Code Description)
- Reference
- Room and Folio
- Clerk
- Amount
- Tax
- Total
Reports > Financial > Folio Transactions > with Guest Names
This version of the report provides a view of all folio transactions for a selected day, and indicates the guest names associated with the transactions. This report is sorted alphabetically based on the Transaction Code.
The report includes:
- Code (Transaction Code)
- Description (Transaction Code Description)
- Reference
- Room and Folio
- Clerk
- Amount
- Tax
- Total
- Guest Name
When would I use these reports?
- These reports can be used to identify if a specific transaction code was used on a specific date
- These reports can be used to see how much revenue was generated by a specific transaction code
- The Guest Name version of the report can be used to identify transactions preformed in relation to a specific guest name