Rounding the total invoice amount is handled differently in Flexi for received invoices than for issued invoices. For issued invoices, rounding can be automatic, while for received invoices, rounding is always done on the specific document.
ℹ️ This article describes the procedure in the desktop application (GUI). The setting is stored in the company data, so it applies equally to cloud and on-premise servers.
Received Invoices
For a received invoice, you always round the individual document — either using a service or a manual item.
Using the Document Price Rounding Service
This can be used for a line-item received invoice.
Open Purchase → Received Invoices and click into the invoice detail.
Select Services → Document Price Rounding.
In the Required Prices field, enter the amounts so that the totals match the required posting.
Save using the Save and Close button — a Rounded item will be created automatically.
Manually Using a Custom Item
Open Purchase → Received Invoices and click into the invoice detail.
In the Items section at the bottom, click the arrow next to the Add button and select Item for Posting.
Fill in the Name field (e.g., "Rounding") and the Total Price section.
Save using the Save and Close button.
Issued Invoices
For issued invoices, rounding can be set to happen automatically — either on a specific document or for the entire document type. The manual variant using a custom item is the same as for received invoices.
On a Specific Document
Open Sales → Issued Invoices and click into the invoice detail.
In the right-hand part of the detail, go to the Rounding Method tab.
Choose the rounding method and precision, then save using the Save and Close button.
For an Entire Document Type
If you set rounding on an issued invoice type, all newly created documents of that type will be rounded automatically, without any further action. You can find this setting under Sales → Document Types — record detail, Invoice tab, Rounding Method section.
Where the Rounding Is Posted
The posting of rounding items is governed by the account settings under Company → Settings → Automatic Operations tab → Accounts for Automatic Operations → Accounts for Rounding Difference (separately for Revenue and Expense).
📝 If these accounts are not filled in, the posting will be taken from the document header.
Rounding of Items on Inventory and Purchase Documents
No automatic rounding is applied to individual items on inventory and purchase documents. There is no setting in Flexi that would automatically round document items. Only the total document amount is ever rounded, using the method described above.
Prices in the application are recorded to two decimal places. The only exception is the Price per Unit field, which works with up to six decimal places.
ℹ️ Fractional penny differences in the average price on a stock card are not caused by rounding. The average price is the ratio of the total inventory value to the quantity in stock, as described in the article on inventory valuation methods.