This guide walks you through the steps to round the totals on invoices in Workshop Software. This is a common task when managing your day-to-day invoicing and job card workflow.
In order to be able to round totals on both customer and supplier invoices you first need to turn on the rounding feature in Workshop Software. 1. Click on ‘Settings’ from the menu options down the left hand side of your screen and then click on ‘Company Settings’;
2. Scroll down to the Tax Settings section, click on the arrow to expand this section:
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3. Look for the field titled Round Total, click on the toggle to switch from NO to YES
4. Scroll down to the bottom of the page and click on the green ‘Save’ button at the bottom right of the screen to confirm the change;
5. If you are integrating Workshop Software with either Xero or MYOB you will need to selecting a rounding account in either the Xero Settings or MYOB Settings menu.
6. Once rounding has been turned on customer invoices will automatically round to the nearest 5c and you will have the option to manually round supplier invoices.
Good to Know
- You can find this option under Settings > Company Settings in the left-hand menu.
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you have an accounting integration enabled, this change will sync to your accounting system on the next sync cycle.
- This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.
Frequently Asked Questions
Where do I find this setting in Workshop Software?
Go to Settings in the left-hand menu, then click Company Settings. Scroll down to find the relevant option described in the steps above.
Can I change this setting back later?
Yes. This setting can be changed at any time by following the same steps and adjusting the option as needed. Remember to click Save after making your change.
Can I undo this change to the invoice?
You can update the invoice again by following the same steps. If the invoice has already been finalised or synced to your accounting system, contact your administrator about the best approach.