Folio Remarks .ng

The purpose of this feature is to make charge and payment remarks instantly visible directly from the primary folio screens.

With this feature, users can instantly view, reference, and track comments across multiple views. This improves billing accuracy, reduces the time spent investigating disputes, and ensures strict accountability through automated audit logging.

This functionality applies to both Reservation Folios and Group Block Folios on the folio screens.

It introduces specific visual indicators for both charges and payments depending on how you are viewing the folio:

Navigate to Frontdesk Dashboard and click on Arrivals
The list of Arrivals reservations will come. Select the desired one
Go to Folio tab & click on Charge
Add Charge window will open. Select the charge you wish to add. Example- Selected Manual Guest Room rent Click Next
Add Charge window will open. Add Remarks Click Next
Confirm the details Upon confirmation, you will receive a success notification “Success Charge added successfully”
View Remarks: Expanded View (Single-Row) When viewing the folio in its fully expanded, widescreen format: Dedicated Column: The grid features a dedicated "Remarks" column that populates the text entered when the charge or payment was posted. Hover Tooltips: If a remark is lengthy and gets cut off (truncated) by the column width, simply hover your mouse over the text. A tooltip will automatically appear displaying the complete, full-length comment.
View Remarks: Side-by-Side View (Compact/Split Screen) When working in the side-by-side view (where screen real estate is limited), the dedicated Remarks column is hidden to save space. Instead: Text-Box Icon: A text-box (comment) icon will appear immediately to the right of the Description column for any transaction that contains a remark. Hover to Read: Hovering your mouse over this icon will pop open a tooltip displaying the full text of the remark. Icon Stacking: If a transaction has other indicators (for example, a "recurring charge" icon), the new text-box icon will be cleanly appended next to it without replacing existing system icons.
Audit & Accountability Tracking To ensure complete financial transparency, every remark is tracked. Click on Actions and locate Audit Logs Audit Log Entry: Whenever a remark is added while posting a charge or a payment, the system automatically logs the action. Character Capture: The audit log will display the exact content of the remark, securely captured up to a 255-character limit.
Note : The users should use standardised abbreviations in their remarks (e.g., "ADJ" for adjustments, "GUEST DISP" for guest disputes). Because these are now highly visible on the main screen, clean and consistent formatting will make reviewing a 50-item group folio significantly faster.