Cash rounding

Cash rounding, also known as Swedish rounding (in Swedish: "Öresavrundning"), rounds an invoice total to a whole amount. Legalsense supports this so your invoices match the coins and notes available in a given currency, for example Swedish krona (SEK) since the 50 öre coin was withdrawn from circulation in 2012.

About cash rounding

⧉ Cash rounding is commonly used for SEK, but it can apply to other currencies too, wherever rounding to the nearest whole unit is preferred. Legalsense supports cash rounding on a per-currency basis. For example:

• Invoices in SEK can be rounded to the nearest whole krona.
• Invoices in EUR can be rounded to the nearest cent.

Legalsense Support enables the rounding feature on request. Contact the support team if you'd like cash rounding activated for one or more currencies in your installation. Once enabled, every invoice in that currency automatically includes a rounding adjustment when applicable.

How cash rounding appears on invoices

After cash rounding is activated, Legalsense automatically adds an extra invoice line that adjusts the total to the nearest whole number.

Invoice showing an added rounding adjustment line that brings the total to a whole amount, on the edit invoice page.

Legalsense calculates the rounding adjustment so the invoice total (including tax) rounds to the nearest whole amount. Other amounts on the invoice, such as invoice lines and subtotals, remain unrounded. Legalsense adds the rounding adjustment only at the final computation of the invoice total, so it doesn't introduce inaccuracies elsewhere on the invoice.

Note: Legalsense doesn't apply cash rounding to invoices that contain only disbursements.

If your installation is integrated with an accounting system, rounding adjustments are also reflected there. Legalsense manages this for its standard integrations. If your firm built the integration itself, confirm this behavior with your integration partner.

Change cash rounding on an individual invoice

If cash rounding is enabled for a currency, you can manually turn rounding on or off for a specific invoice. This is useful, for example, if you need to issue an invoice without rounding even though it's generally enabled for that currency.

1. Open the invoice in edit mode.
2. Scroll down to the Cash rounding option.
3. Use the dropdown list to enable or disable rounding for this invoice.

Cash rounding dropdown on a draft invoice, showing the option to enable or disable rounding for that invoice.

4. Click Save draft.