Implemented

Rounding Up

Michelle Walker

started a topic over 4 years ago

Hi Team

Is there a way for us to round transactions up to the nearest dollar - for example, if a rate comes out to $123.25 including tax, can the system auto post $124?

This will help us eliminate coins

Thank you

2 Comments

Darlene Hollingsworth

said 6 days ago

Forum User

Is there a procedure in the works to make the rounding of pennies automatically round up for cash transactions?

Julia Josephson

said 1 day ago

SNT Team

Hi Darlene - this is already in place.

See this article - https://stayntouch.freshdesk.com/support/solutions/articles/24000046931-financial-settings

We also support cash PAYMENT ROUNDING where small denominations (i.e., 1 and 2 cents) are no longer in circulation. Please note, only invoice totals will be rounded, not individual charge code amounts. Once enabled, a ROUNDING FACTOR of 5 can be set. You also have the option to set a ROUNDING OFFSET CHARGE CODE on the invoice if desired. To show this on the invoice, select the checkbox for Show rounding offset charge code on invoice. If left unselected, the ROUNDING OFFSET CHARGE CODE will not be shown on the invoice.