To make splitting bills easier, we've added a Multi-folio view in which you can load, create and see several folios side by side.
You can open the view in two ways:
- From the booking - with the "Multi-Folio View" button in the "Rates and Folios" section. The open folios of the booking will be loaded.
- From the folio itself - select the "..." button (top-right) and select "Multi-Folio view". The open folios of the Payer of the current folio will be loaded. That is, if this is a booking folio - all the folios of the booking will be loaded. If it is a Company/Event folio, the folios of the company/event payer will be opened respectively.
Here are the features in the "Multi-Folio View":
- Add charges to any of the folios through the Add charge button (1)
- Transfer here - Simply select the charges from one or more folios and click the "Transfer here" button (2) in the folio you want to transfer them to.
- Create a new folio (3) - Add a new folio for the same payer to split bills or charge something to a separate folio.
- Fast Split - Select the "Split" (4) function from the "Selected" drop-down menu (if you only want to split selected charges). The split screen will directly open to its second page, where you can fill in the split percentages and method. If you want to exclude a folio from the split - you can remove it with the red button after it.
- All other charge manipulation functions are also available here: Editing, Discount, Void, Split and Transfer to other folios, Discount codes.
- If you need other folio functions - open the specific folio with the "Open" button (5) in a new tab.
