Setting Up Fee Rounding
Learn how to automatically round your fees up to the nearest nickel, dime, quarter, or dollar.
Table of Contents
Problem
How can I round my fees up, down, or to the nearest decimal to minimize change use. For example, I want to round a fee increase that creates a charge of $10.73 up to $11.00.
Solution
You can find the rounding options in the Advanced Fee screen, where you can set your rounding preferences.
Steps For Solution
- In RecTrac, go to the item management or linking level where your fee is linked.
- Highlight the fee from the DataGrid.
- Click Change > Advanced Fee Change.
- Expand the Miscellaneous Settings group.
- Find the Rounding Option and select Round Up, Round Down, or Round To Nearest.
- In the Rounding Amount field, enter the dollar value by which you wish to round this Fee. For Example: 1.00 if rounding to the dollar, or .50 if rounding to the half dollar, or 0.25 if rounding to the quarter, or 0.10 if rounding the nearest dime, or .05 if rounding to the nickel, etc.
- Click Save to save the fee.
- Click Save to save the item or record.
The next time you sell this item, this fee will be rounded based on your chosen rounding option.