How to Enable Cash Rounding

Overview

Cash rounding adjusts the final cash amount due to a set increment (for example, the nearest 5 cents). Many operations use it when pennies are hard to keep on hand for change. Line items, subtotals, and sales tax still calculate at exact values. The rounding difference posts separately for reporting and reconciliation.

This article shows how to enable cash rounding in foreUP. You turn it on once under Settings. The same configuration applies in both the Sales module and the Food & Beverage module.

Good to know: Cash rounding is optional and off by default (Mode set to Disabled). Each location can choose whether to use it.

Before You Start

Make sure the following are in place:

You are logged into foreUP.
You have access to the Settings module. If you do not see Settings, contact your facility administrator or foreUP Support at (800) 929-5737 or support@foreup.com.
You know which Department and Category (and optionally Subcategory and GL Code) you want to use for cash rounding adjustments in reporting.
You have confirmed that your chosen rounding mode and increment comply with applicable laws in your state, province, or local jurisdiction. When in doubt, check with your accountant or legal advisor.

One setting controls cash rounding for both Sales and F&B. There is no separate F&B toggle.

Open the top-left module dropdown and select Settings.
Select Sales in the left column.
In the blue column, select Cash Rounding.
Choose a Cash Rounding Mode:
- Disabled — cash rounding is off (default)
- Symmetrical — rounds the cash total to the nearest interval
- Round Down — always rounds the cash total down to the nearest interval
- Round Up — always rounds the cash total up to the nearest interval
Choose Round to the Nearest (required). Common choice: 5 Cents. Other increments (such as 10 cents, 25 cents, or $1.00) may be available depending on your needs.
Enter Cash Rounding Department and Cash Rounding Category (required). Optionally enter Cash Rounding Subcategory and Cash Rounding GL Code.
Click Save Settings in the top right.

Tip: Symmetrical rounding to the nearest 5 Cents is the most commonly used option. Use it unless your local rules or business policy require something else.

Heads up: Cash rounding laws can vary by jurisdiction. Some areas restrict methods that always favor the business (such as always rounding up). Confirm compliance before enabling non-symmetrical modes. foreUP does not provide legal, tax, or accounting advice.

How Cash Rounding Works

When enabled, cash rounding:

Applies your selected mode and increment only to the final cash amount due
Leaves card, digital, and other non-cash tenders unchanged
Calculates sales tax on the exact, unrounded transaction total
Records the rounding difference to the Department, Category, Subcategory, and GL Code you configured

Important: If a sale is paid with cash and another non-cash tender, cash rounding applies only when the concluding tender is cash, and the remaining balance owed needs to be rounded.

Rounding Rules (5 Cents Increment)

These examples assume Round to the Nearest is set to 5 Cents.

Symmetrical:

Totals ending in $0.01 or $0.02 round down
Totals ending in $0.03 or $0.04 round up
Totals ending in $0.06 or $0.07 round down
Totals ending in $0.08 or $0.09 round up

Round Down:

Totals ending in $0.01, $0.02, $0.03, or $0.04 round down
Totals ending in $0.06, $0.07, $0.08, or $0.09 round down

Round Up:

Totals ending in $0.01, $0.02, $0.03, or $0.04 round up
Totals ending in $0.06, $0.07, $0.08, or $0.09 round up

Example (Symmetrical, 5 Cents):

Calculated Total	Cash Collected	Rounding Adjustment
$10.02	$10.00	-$0.02
$10.03	$10.05	+$0.02

Accounting note: Revenue and taxes post at exact amounts. Cash posts at the rounded amount collected. The difference posts to your cash rounding Department/Category (and optional Subcategory/GL Code). Over time, symmetrical rounding typically nets close to zero.

What It Looks Like in Sales and F&B

After you save settings, both modules show a cash-adjusted total when cash rounding is active.

Sales

In Sales, the exact sale total still appears as Total. When cash rounding applies, you also see Total via Cash with the rounded amount.

Food & Beverage

In F&B, the order summary shows the exact Total and a Total via Cash line with the rounded cash amount.

FAQ

Tip: Click a question below to expand the answer.

Does cash rounding affect sales tax?+

No. Sales tax is calculated on the exact transaction total before rounding.

Does rounding apply to refunds?+

Yes. Cash refunds use the same rounding rules in both Sales and F&B.

Can I disable cash rounding later?+

Yes. Return to Settings → Sales → Cash Rounding, set Cash Rounding Mode to Disabled, and click Save Settings.

Do I need to enable cash rounding separately for Sales and F&B?+

No. One configuration under Settings → Sales → Cash Rounding applies to both modules.

What happens on a split tender (cash plus another payment type)?+

Cash rounding applies only when the concluding tender is cash and the remaining balance owed needs to be rounded. Non-cash tenders are not rounded.

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Overview

Before You Start