Set up document amount rounding /visma-net-erp/help/customer-ledger/process-invoices/set-up-document-amount-rounding section Your company policy or local regulations may require that you round the amounts on invoices. 2026-02-19T17:09:06+01:00 # Set up document amount rounding Your company policy or local regulations may require that you round the amounts on invoices. Your company policy or local regulations may require that you round the amounts on invoices. For more information, see: [About rounding of document amounts](/visma-net-erp/help/customer-ledger/process-invoices/about-rounding-of-document-amounts/). You set up the rounding rules and rounding precision for supplier ledger invoices by using the [Supplier ledger preferences (AP101000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-ledger-preferences-ap101000/) window, and for customer ledger invoices by using the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. ## Before you proceed 1. In the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window, make sure that the **Invoice rounding** check box is selected, which indicates that the functionality is enabled. For details, see: [About enabling functionalities](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/about-enabling-functionalities/). 1. Make sure the rounding gain and loss accounts (and subaccounts), if they are used in your system) for the base currency are specified in the [General ledger preferences (GL102000)](/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/) window, and that the accounts and subaccounts for each foreign currency used by your customers and suppliers are specified in the [Currencies (CM202000)](/visma-net-erp/help/currency-management/currency-management-windows/currencies-cm202000/) window. ## Set up rounding rules for supplier ledger invoices 1. Go to the [Suppliers (AP303000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/suppliers-ap303000/) window. 1. If you want to enter the rounding amount manually, select the **Enter rounding amount manually** check box. 1. If you want to use automatic rounding, go the **Rounding for invoices** field and select one of the 1. In the **Rounding rule for invoices** field, select one of the following rules to be used to round the totals of supplier ledger invoices: + **Use the currency precision**: To round the total amount of each document according to the precision of the currency of the document. With this option selected, the system will process the documents as if the document rounding feature is not enabled for supplier ledger documents. + **Nearest**: To round the total amount of each document to the nearest multiple of the smallest unit selected as the rounding precision. + **Up**: To round each total amount up to the next multiple of the smallest unit selected as the rounding precision. + **Down**: To round each total amount down to the previous multiple of the smallest unit selected as the rounding precision. 1. In the **Rounding precision** field, select the smallest unit (rounding precision) to which the totals will be rounded. Select one of the following precision options to be used for rounding: + **0.1**: To round the totals to multiples of 0.10 + **0.5**: To round the totals to multiples of 0.5 + **1.0**: To round the totals to integers + **10.0**: To round the totals to multiples of 10 + **100.0**: To round the totals to multiples of 100 1. Click ![icon-save](/media/visma-net-erp/icon-save.png). > [!NOTE] > The system will use the same rounding precision for all currencies. ## Set up rounding rules for customer ledger invoices 1. Go to the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. 1. In the **Rounding rule for invoices** field, select one of the following rules to be used to round the totals of customer ledger invoices: + **Use the currency precision**: To round the total amount of each document according to the precision of the currency of the document + **Nearest**: To round the total amount of each document to the nearest multiple of the selected smallest unit selected as the rounding precision + **Up**: To round each document total amount up to the next multiple of the smallest unit selected as the rounding precision + **Down**: To round each document total down to the previous multiple of the smallest unit selected as the rounding precision 1. In the **Rounding precision** field, select the precision to which the totals will be rounded. Select one of the following available precision options as the smallest unit to which the amounts should be rounded: + **0.1**: To round the totals to multiples of 0.10 + **0.5**: To round the totals to multiples of 0.5 + **1.0**: To round the totals to integers + **10.0**: To round the totals to multiples of 10 + **100.0**: To round the totals to multiples of 100 1. Click ![icon-save](/media/visma-net-erp/icon-save.png).

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