Skip to Content

Tax Rounding

by
Odoo

$ 50.05

v 19.0 Third Party
You bought this module and need support? Click here!




ODOO'S FUNCTION

In standard Odoo, cash rounding is available on Invoices and Vendor Bills only. It is not available on Sales Orders or Purchase Orders . In addition, the rounding result can be affected by the currency rounding factor, which may cause the cash rounding method to behave unexpectedly in some currencies, such as Japanese yen.

CLUEDOO'S FUNCTION

Cluedoo extends cash rounding so it can also be used on Sales Orders and Purchase Orders. Cluedoo also allows default cash rounding methods to be defined for both Sales and Purchase, so the configured rounding method can be applied automatically to related documents. In addition, Cluedoo changes the rounding logic so cash rounding is applied before currency rounding, ensuring the selected cash rounding method is not overridden by the currency rounding factor and the tax amount is rounded correctly.

CONFIGURATION


1. Go to Settings > Users > Choose a user and check the Allow the cash rounding management .

2. Go to Accounting > Configuration > Cash Roundings

3. Create cash rounding(s).

4. Go to Settings > Choose the Rounding Method and set Default Cash Rounding for Sales and Purchases .

Once set, it will be applied to all Sales and Purchase Orders.

USAGE
1. Under the Other Info tab, Cash Rounding has been inherited from the Default Cash Rounding Method setting.

Notes:

  • If the rounding method is set to Round per Tax , the system will round the total tax amount.

e.g., The total tax amount = 205 * 10% = 20,5

The rounded tax amount = 21

  • If the rounding method is set to Round per Line , the system will round the tax on each line separately.

e.g., the tax on the first line is 10.5 and the tax on the second line is 10.5, each amount will be rounded individually, resulting in 11 + 11 = 22.

2. Create Invoice/ Bill from the Sales/ Purchase Order.

Under the Other Info tab, the Cash Rounding Method selected on the Sales/ Purchase Order is propagated into the Invoice/ Bill.

3. CLuedoo applies cash rounding before currency rounding, so the tax follows the chosen cash rounding rule.

  • Odoo standard: tax 10.7 with cash rounding “Down” → tax rounded to 11 (because the currency rounding factor is applied first)
  • CLuedoo: tax 10.7 with cash rounding “Down” → tax correctly rounded to 10.

ODS round down

CDS round down



Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Purchase (purchase)
• Discuss (mail)
Lines of code 425
Technical Name cds_tax_rounding
LicenseAGPL-3
Websitehttps://www.cluedoo.com/shop/lic-clu-set-acc-0082-tax-rounding-7257

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.