Using eFolio Exports

Prerequisites for eFolio Exports
You can export folio data to an XML file during the End of Day procedure or on demand using the following two export templates for creating exports:

  • EFOLIO_EXPORT is available to be generated during End of Day.

  • EFOLIO_EXPORT_DAY is available to be manually generated on demand.

    Note:

    eFolio Export is not supported by scheduled exports.

The generated export file contains data for billing folio settlements made with a selected payment method. For more information see: Creating Exports from Templates.

You can capture custom numbers in the eFolio Export if the hotel uses Custom Numbers functionality.

eFolio Export Delivery Types

A Delivery Types panel for setting up eFolio Exports is added to all profile types. A profile can have one or more of the following delivery types for eFolio Export with one selected as primary:

  • Electronic: transmits data to the recipient's bank.

  • Email: generates an email to the recipient.

  • Printing: sends by regular postal mail to the recipient.

When a guest settles a bill for a billing window with a payment type of eFolio Export, you are prompted to select the delivery type and proceed with the settlement.

The eFolio Exports are generated either during the End of Day or on demand.

Posting

The Billing screen updates to display the Before Settlement Actions prompt when posting a settlement from the following:

  • Advance Bill

  • Early Departure

  • Interim Bill

  • Check Out

  • Credit Bill (through Billing)

  • Quick Checkout

You can select an eFolio delivery method from the delivery types defined on the profile.

Parent topic: Exports