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Apply Rounding Adjustments in Transactions

Apply Rounding Adjustments in Transactions

Ailyn Nashwa avatar
Written by Ailyn Nashwa
Updated over a week ago

Sometimes, invoice totals end up with odd decimal amounts like RM100.98 instead of a clean RM101.00. To help you present cleaner figures, you can apply a rounding adjustment directly in your transaction. In this guide, we'll show you how to round off your totals—whether it's a small difference like ±0.05 or something more.


Applying a ±0.05 Rounding Adjustment

Example: You want to round RM100.98 to RM101.00.

Steps:
Go to Sales > Invoices > +New > +Item, then toggle on Rounding Adjustment.


Set Rounding Adjustment as Default

To apply rounding automatically in all invoices and bills:
Go to Control Panel > Company Settings > General, then toggle on Rounding Adjustment > Save.


Handle Rounding Adjustments Over ±0.05

If the difference exceeds ±0.05 (e.g., from RM54.60 to RM55.00), you’ll need to manually add a line for the adjustment.

Steps:

  1. Go to Sales > Invoices > +New > +Item

  2. In the Item Description, enter: Rounding Adjustment

  3. Select Rounding Loss as the account

  4. Set the Unit Price to RM0.40


Frequently Asked Questions (FAQ)

  1. Can I hide the rounding adjustment from the PDF after enabling the toggle?

    • Unfortunately, no. Once enabled, the rounding adjustment will appear on the PDF.

  2. What’s the difference between entering a positive or negative rounding amount manually?

    • Positive amount: You're reducing your expenses by passing the rounding to your customer.

    • Negative amount: You're absorbing the rounding, which increases your expenses.

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