For regions that no longer distribute pennies/cents, Solid Route Accounting™ can correctly round up or down to the nearest 5 cents for cash transactions. To do this, you will need to create a new rounding item.

Note: rounding will only occur on Invoices, open Orders, and Credits with a cash payment method. Rounding will not happen on Payments / Received on Accounts.

For Solid Business Central™:

  1. Create a new labour item department for the rounding part:
    1. Navigate to [Datafile / Department / View].
    2. Press the "Ins" key to add a new department.
    3. Ensure the [Type] field is set to "L" for Labour.
    4. If you would like the rounding adjustments to be captured in a separate GL account, enter this account in all 6 of the GL Integration Number fields; otherwise, use the sales account.
  2. Add a new part
    1. Navigate to [Datafile / Inventory / View].
    2. Press the "Ins" key to add a new part.
    3. Ensure to assign it to the newly created department.
  3. Enable the rounding feature in Solid Business Central™:
    1. Navigate to [System / Configure / Company / Settings].
    2. In the "Penny Item" field, select the newly created penny rounding item.
  4. Enable the rounding feature in Solid Route Accounting™:
    1. Log into SolidRouteAccounting.com
    2. Navigate to the Settings screen.
    3. In the Transaction Settings section, enable the Use Penny Rounding feature, and then select the Penny Rounding Item.
    4. Click on [Save].

Note: if this field is left blank, no rounding will take place.

For other ERP Systems:

  1. In the ERP system, create an "Other Charge" item used in the rounding process.
  2. Run Solid Fusion™ to import this newly created item.
  3. Log in to SolidRouteAccounting.com.
  4. Navigate to the Settings screen.
  5. In the Transaction Settings section, enable the Use Penny Rounding feature, and then select the Penny Rounding Item.
  6. Click on [Save].

Note: if this field is left blank, no rounding will take place.

QuickbooksSage 100Solid business centralSyspro

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