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Rounding a Transaction

Steps on how to use the Rounding function in RMS.

 

Overview

Rounding a Transaction will adjust the amount based on the selected Rounding Button configuration within Accounting Options.

The Rounding option will determine the increment a transaction is rounded to when using the option on an account.

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

Guide

Open the Account in RMS.

  1. Select the Charge.
  2. Select the 'Corrections' menu.
  3. Select 'Rounding'.
    RMS account transactions screen showing a list of charges with one charge highlighted, the Corrections menu opened, and the Rounding option selected to apply the configured rounding increment to the chosen transaction.


     

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