Portfolio Activity now provides more visibility to multi-property operators

Portfolio Activity now provides more visibility to multi-property operators

1 min read

1 min read

by

by

Josh

Josh

Today, Folio debuts Portfolio Activity.

1 out of every 4 users on Folio is responsible for multiple properties. (Think: regional or corporate managers, finance professionals closing their books, or a centralized procurement team ordering on behalf of a portfolio.)

For those users, Portfolio Activity shares an aggregate view of activity across all orders, bills, payments, expenses, cards, and files. Say good-bye to toggling!

There, multi-property users can also take actions like:

  • Search for a specific order, bill, payment batch, expense, card or file

  • Prioritize the most important bills, using the familiar Needs Review filter

  • See the full queue of invoices Folio is processing at any moment

Please let us know what you think, and share what else you'd like to see or do across all your properties.

We love making your jobs easier.

Josh

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Smart, fast purchasing and payments for hospitality where every second and dollar count.

© 2026 Folio Services, Inc

Email us: support@folio.co

3600 North Duke St #1197 Durham, NC 27704

Text us: +1 855 943 4102

Folio Services, Inc is a financial technology company and not a bank. Banking products and services are offered by Core Bank, Member FDIC. Folio Visa Corporate Cards are issued by Core Bank, pursuant to a license from Visa Inc.

IMPORTANT INFORMATION FOR OPENING A NEW ACCOUNT:
To help the federal government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires us to obtain, verify, and record information that identifies each person who opens an Account.

WHAT THIS MEANS FOR YOU:
When you open an Account, we will ask for your name, address, date of birth, and your government ID number. We may also ask to see a copy of your driver's license or other documents at any time. All Accounts are opened subject to our ability to verify your identity by requiring acceptable types of identification. We may validate the information you provide us to ensure we have a reasonable belief of your identity. If we are not able to verify your identity to our satisfaction, we will not open your Account or we may close the Account if it was previously funded. Your Account is subject to fraud prevention restrictions at any time, with or without notice.

Smart, fast purchasing and payments for hospitality where every second and dollar count.

© 2026 Folio Services, Inc

Email us: support@folio.co

3600 North Duke St #1197 Durham, NC 27704

Text us: +1 855 943 4102

Folio Services Inc is a financial technology company and not a bank. Banking products and services are offered by Core Bank, Member FDIC. Folio Visa Virtual Cards are issued by Core Bank, Member FDIC, pursuant to a license from Visa Inc.

IMPORTANT INFORMATION FOR OPENING A NEW ACCOUNT:
To help the federal government fight the funding of terrorism and money laundering activities, the USA PATRIOT Act requires us to obtain, verify, and record information that identifies each person who opens an Account.

WHAT THIS MEANS FOR YOU:
When you open an Account, we will ask for your name, address, date of birth, and your government ID number. We may also ask to see a copy of your driver's license or other documents at any time. All Accounts are opened subject to our ability to verify your identity by requiring acceptable types of identification. We may validate the information you provide us to ensure we have a reasonable belief of your identity. If we are not able to verify your identity to our satisfaction, we will not open your Account or we may close the Account if it was previously funded. Your Account is subject to fraud prevention restrictions at any time, with or without notice.