Set Up Options
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      How to use the Rounding Option on Scheduled Invoices

      THIS FEATURE WAS DISCONTINUED ON AUGUST 6, 2023.

      For additional information, click System Update - Scheduled 

       

      Prerequisites: 

      • Create a Task Type in accountability as usual or define an existing task type          

      Large Knowledge Base Template (7)-3

      Steps: 

      1.  Navigate to SET UP FILES > Set Up Options.
      2. Select OTHER OPTIONS.
      3. Select Create Rounding Adjust on scheduled invoices for specific amount.
      4. Enter the task type to be used for the rounding adjustment in the DESCRIPTION column.
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      6.     Select SAVE. 

      Once set up, the system then knows to automatically create this rounding adjustment on scheduled invoices in such a situation to create the invoice for the exact required amount.