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Article #307 Configuring the Penny Rounding Feature

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

Note: rounding will only occur on Invoices, open Orders and Credits that have a cash payment method. Rounding will not occur 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 that will be used in the rounding process.
  2. Run Solid Fusion™ to import this newly created item.
  3. Log into 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.

Last modified on Thursday, 29 March 2018 14:12

Additional Info

  • Software Components: Solid Mobile Central
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