Implemented

Rounding Up

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
3 CommentsSorted by Newest First
Forum User

Will the rounding up only affect cash payments correct?

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. 


Forum User

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

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