8000 [ADD] accounting: Add a 'Set up cash roundings' page · sansirit/documentation-user@f253088 · GitHub
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[ADD] accounting: Add a 'Set up cash roundings' page
Original document: https://docs.google.com/document/d/13Td5QE_2SszfpqavquQJX4JlcEThmCgRA_bIs3AusKY/edit#heading=h.4w195d55wcf9
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‎accounting/receivables/customer_invoices.rst

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customer_invoices/overview
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customer_invoices/cash_discounts
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customer_invoices/cash_rounding
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customer_invoices/payment_terms
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customer_invoices/installment_plans
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customer_invoices/deferred_revenues

‎accounting/receivables/customer_invoices/cash_rounding.rst

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Set up cash roundings
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=====================
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In some currencies, the smallest coins do not exist. For example, in
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Switzerland, there is no coin for 0.01 CHF. For this reason, if invoices
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are paid in cash, you have to round their total amount to the smallest
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coin that exist in the currency. For the CHF, the smallest coin is 0.05
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CHF.
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There are two strategies for the rounding:
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1. Add a line on the invoice for the rounding
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2. Add the rounding in the tax amount
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Both strategies are applicable in Odoo.
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Configuration
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--------------
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First, you have to activate the feature. For this, go in
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:menuselection:`Accounting --> Configuration --> Settings`
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and activate the Cash Rounding.
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.. image:: media/cash_rounding01.png
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:align: center
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There is a new menu to manage cash roundings in
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:menuselection:`Accounting --> Configuration --> Management --> Cash roundings`.
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Now, you can create cash roundings. You can choose between two rounding
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strategies:
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1. **Add a rounding line**: if a rounding is necessary, Odoo will add a
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line on your customer invoice to take this rounding into
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account. You also have to define the account in which the
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rounding will go.
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2. **Modify tax amount:** Odoo will add the rounding to the amount of
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the highest tax.
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.. image:: media/cash_rounding02.png
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:align: center
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Apply roundings
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---------------
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Once your roundings are created, you can apply them on customer
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invoices. On the customer invoices, there is a new field called **Cash
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Rounding Method** where you can simply choose one of the rounding methods
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created previously. If needed, a rounding will be applied to the
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invoice.

‎accounting/receivables/customer_invoices/media/cash_rounding01.png

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‎accounting/receivables/customer_invoices/media/cash_rounding02.png

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