documentation/content/applications/finance/accounting/customer_invoices/cash_rounding.rst
Jonathan Castillo (jcs) ebeebbcd45 [MOV] accounting: restructuration of the accounting documentation
This commit improves the structure of the accounting documentation by
- reducing the levels necessary to reach the information
- grouping some docs
- moving content to their parent category page (content in all levels)
- renaming some sections to reflect the structure of the app better

task-3330093

closes odoo/documentation#4470

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2023-05-20 08:26:00 +02:00

41 lines
1.2 KiB
ReStructuredText

=============
Cash rounding
=============
**Cash rounding** is required when the lowest physical denomination
of currency, or the smallest coin, is higher than the minimum unit
of account.
For example, some countries require their companies to round up or
down the total amount of an invoice to the nearest five cents, when
the payment is made in cash.
Configuration
=============
Go to :menuselection:`Accounting --> Configuration --> Settings`
and enable *Cash Rounding*, then click on *Save*.
.. image:: cash_rounding/cash_rounding01.png
:align: center
Go to :menuselection:`Accounting --> Configuration --> Cash Roundings`,
and click on *Create*.
Define here your *Rounding Precision*, *Rounding Strategy*, and
*Rounding Method*.
Odoo supports two **rounding strategies**:
1. **Add a rounding line**: a *rounding* line is added on the invoice.
You have to define which account records the cash roundings.
2. **Modify tax amount**: the rounding is applied in the taxes section.
Apply roundings
===============
When editing a draft invoice, open the *Other Info* tab, go to the
*Accounting Information* section, and select the appropriate *Cash
Rounding Method*.