Using 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 include custom reference numbers in the export when the Custom Numbers OPERA Control is active and customer numbers are configured..

eFolio Export Delivery Types

Multiple delivery types can be selected in a profile, with one delivery type selected as the primary. For more information, see Managing Profile Delivery Types

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 selected for eFolio Export, the cashier is prompted to select the delivery type and proceed with the settlement.

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.

Prerequisites for eFolio Exports

Parent topic: Exports