Folio & Post Stay Charging
Should you close a guest's folio in OPERA after they depart their room and join 3SIS for lunch?
No; please "checkout with open folio" until guests departs the property
Do you need to review all notes & traces on the profile in OPERA before closing folios?
Yes.
Should we be closing ALL departure folios by the end of the night?
Yes.
Around what time are able to close folios?
Around 6 or 7.
Guests are checked-out with open folio when...
They have vacated their room
Do you still need to close a routed folio with a $0 balance?
Yes
What buttons do you select to view all departure guest folios for the day?
Opera’s home page -> Departures tile -> Checked Out Rooms
What button do you press to access the close folio option?
I want to...
Can guest's folios be re-opened a day after a guest stayed?
Yes if we are refunding or reposting; as long as we remember to press close folio after!
So that other departments are able to charge the guest throughout the day.
For billing discrepancies or information about how a party wants to split a bill where and how do you indicate this information?
Open a 'new' note. Type of note "Billing"; Notification Area "Cashier". Then clarify what CC is assuming what charges or any relevant information needed when closing.
By what time should we have 'checked out with open folios'?
Noon; unless LCO
Who charges and what time does departure transportation get charged out?
The HUB around 8 AM
What has to be on in order to close 'open folio'?
"post stay charging" in payment instructions
What do you do if a credit card fails when closing?
If a guest is still on property try to appropriately catch them before they depart.
If guest has departed email them a form stack explaining situation with appropriate verbiage; make trace.
What step is important before closing folios in the evening?
Departure day activities and transportation; calling 3SIS to ensure all pantry slips have been charged.
True or false: You cannot officially close the folio prior to settling the folio (collecting payment).
True
What PM Account number is employee payroll deduct?
7020
What is the minimum amount you have to reach to employee payroll deduct?
$100 for one paycheck, $200 for two paycheck
When RT&SC routing is established, what should you do with the deposit sitting in the account not assuming charges?
Transfer to guest assuming charges; but ensure or confirm that the CC that paid the deposit was owned by the guest assuming charges.
How do you get to the 'transfer transaction' page?
Select the transaction that you would like to transfer, and then click the three dots next to information folio. Select “Transfer Posting.” This will pull up an additional search page.
Who are the three departments that often review and close their own folios?
Private owner team, marketing team, and events team.
When transferring a charge into a closed folio what icon do you need to press when in the search window?
'Open Folio'
What button to you press to complete payment on a folio and re-close it for the day?
"post payment"
When are you no longer able to 're-instate' a guest's folio?
The day after their stay; after the night audit has run.