This feature is intended for vendors that round off the invoice total to the nearest whole currency unit and include the roundoff amount as a separate field on the invoice.

Enabling Roundoff Support

1. Within the app, in Settings → Account (https://www.bravotran.com/app/settings/account), configure the charge code and tax code to be used for roundoff (only visible for admins).

Note that the charge code used must be an overhead charge code (i.e. of type OVR), and the BravoTran support team must set a default branch and department for this code. This is not directly editable from the customer Settings page.

1. Next, for the organizations that will use roundoff, check the Enable support for a roundoff amount on invoices checkbox in Settings → Organizations (https://www.bravotran.com/app/settings/carriers).

Usage within the application

Once the Roundoff charge code and Tax code have been configured, and roundoff support has been enabled for a creditor, a new Roundoff Amount field will appear in the header section of the workspace.

When an invoice is transmitted to CargoWise it will generate a line in the Posting Journal using the Roundoff Charge Code, Tax Code, and Roundoff amount.

BravoTran also supports automatically extracting the roundoff amounts from invoices, once we have seen five posted invoices for a vendor that have a roundoff amount we will automatically attempt to generate a way to extract and use the amount on future invoices.

Pulling a list of accounts using a charge code or GL code

Roundoff must be enabled for each vendor. You can find the list of vendors this should be enabled for by searching previously posted invoices.