Folio
Folio - Approvals
Click this link for the Approvals help document.
Folio - Reset Bill to "Needs Review" Status
This help doc is for Folio Bills users that need to set an invoice that is in process back to "Needs Review" status. Important to note that this process will not work on invoices that have already been "Transmitted" to Workday. Process: To "reset" an ...
Folio - Sign In with Google
To Sign into the Folio system: Assure that you are signed into your HHM Hotels Gmail Account in your browser. Go to my.folio.co and click the "Sign in with Google" option noted below: You should see the home screen below for your company when the ...
Folio - Folio and Workday - Accounts Payable Process Summary
Invoice Submission Workflow Submission: All invoices go to invoices@hhmhotels.com. Distribution: A copy of each invoice automatically flows to BOTH: Folio Workday Property's Role (Folio Processing) The Property processes all supplier invoices in ...
Folio - Create Order
To create an order in Folio, assure you have the appropriate company selected at the top of the screen and navigate to the "Catalog" menu and apply the appropriate filters to find the items, suppliers needed for your order: Add Items to your cart ...
Folio - Bills Menu - Invoice Statuses Details / Info
Click here to see the article on the Folio help page.
Folio - Connect to Punchout Supplier
To place orders through punchout suppliers in Folio, navigate and log into Folio Click on the "Catalog" icon on the left of the screen Click the "Order" icon next to the Supplier logo as shown for Pepsi in the screenshot below. The punchout will ...
Folio - Procure to Pay (P2P) Process Summary
This is a general overview of the procure to pay process in Folio for properties that have transitioned to Folio for full procurement and invoice processing for Operational expenses. It is important to understand the 3 key components of the Procure ...
Folio - Order Check Out and Forecast/Budget Check
During the Check Out process in Folio, users will see the available Cost Centers, Spend Categories and Worktags that are imported from the BRAINS Forecast. A summary of the order will be displayed prior to submission to inform the user whether items ...
Folio - View Supplier List
To View the list of suppliers that are in Folio for your company, select the "Settings" menu and then click on the Suppliers tab. This will show a summary list of suppliers specific to your company. To see the full list of available suppliers for all ...
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 - Outlet Worktags for CC200 Food and Beverage
Users will be prompted to add the required Outlet Worktags for carted line items when CC200 Food and Beverage is selected: Here we have two items in the Folio cart. Select the Food and Beverage cost center: Now the system will ask for the Spend ...
Folio - Create and Manage Order Guide
Users can create customized lists of products that are purchased frequently to help facilitate faster ordering. These Order Guides can be organized in many ways. Department/Cost Center, Outlet, Supplier, Monthly, Quarterly, etc. This help document ...
Folio - Create Order using Order Guides
Users can order from customized lists of products that are created by Folio users. These Order Guides can be organized in many ways. Department/Cost Center, Outlet, Supplier, Monthly, Quarterly, etc. To order using a guide in Folio, login to the ...
Folio - Create Confirming Order
***NOTE: Confirming orders do not transmit to the supplier. They should be used to process invoices for items and services ordered outside of the system.*** To create a Confirming Order in Folio, follow the below steps: Login to Folio and navigate to ...
Folio - Get Help from the Folio Team
Folio has a number of ways to contact them when you need help. Once you are logged into Folio, you can get help by using the "Help" menu option to see email, phone and text support options OR click the chat icon in the bottom right of the screen to ...
Folio - Access and Search Catalog by Supplier
To log into Folio, go to my.folio.co Select the, "Sign in with Google" option and sign in with your HHM Email credentials: You should see your company name or company names (if you have multiple company access) in the top left of the screen. Select ...
Folio - OCR Reconciliation for Full P2P Transition Companies
Transition To ensure a clean transition, OCR should be clear upon folio transition Get a vendor list (all invoices-remove duplicates) to provide folio Get all vendors set up on pdfs. (as much as possible) Post Transition Clear “needs review” status ...
Folio Announcement - Vistar, Courtesy Products, Nestle USA, Sherwin Williams
Email sent June 26, 2024 Re: Hot Stuff! Introducing Folio for Courtesy Products, Nestle USA, Vistar Products, Sherwin Williams - Workday Hi Everyone, ***This message is presented to all US properties that have active accounts and or purchase history ...
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