Folio - Bills Menu - Invoice Statuses Details / Info
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Folio - Bills - Draft Status
Please see this document for general information regarding Draft Bills/Invoices in Folio.
Internal Invoice and Statement
Greetings, As you’re aware, HHM Hotels has transitioned from Birchstreet/Microsoft Dynamics SL to Workday. Our new ERP system has taken significant effort by both our corporate and field team since the implementation on July 1, 2024. I'm happy to ...
Folio - Process Receiving on Folio Order
To process Receiving on your Folio orders, locate the order in the Orders Menu. Use the search bar and filters to help locate the order: Here you can see that we searched for "Warehouse" to see only orders from Chef's Warehouse in all statuses. The ...
Folio - Checkbook Budget/Forecast - Settings Menu
The Forecast from BRAINS is pushed into Folio and Workday Daily and is presented in the Settings Menu in Folio by Cost Center: In Folio, navigate to the Settings Menu and then click on the Budgets tab as noted below. Now, you can select the ...
Folio - Understanding and Managing Suppliers - Vendors
To make purchases and process invoices in Folio, the supplier must be set up in Workday. Types of Suppliers in Folio: Catalog Suppliers: Provide goods and are accessible through the "Catalog" menu. These suppliers are set up with integrations or ...