Setting up cash rounding

OnSite’s Cash Rounding enables retailers in Canada, Australia, and New Zealand to set the smallest unit of currency accepted for cash transactions. When Cash Rounding is enabled, OnSite rounds the amount due to the nearest unit you specify. Cash rounding is available in OnSite 3.8 and later. OnSite iPad POS users who process cash payments must be running version 1.4 and later.

For more information and examples of cash rounding go to the Royal Canadian Mint's article on cash rounding.

To configure cash rounding

  1. In OnSite StoreMaster on the Tools menu click Setup > Basics > Company.
  2. Click the Cash Rounding tab and select the Enable Cash Rounding checkbox.
  3. Ensure that Smallest Currency Accepted is set to the appropriate value: 0.05 for Canada and Australia, 0.10 for New Zealand.
  4. Click Save.

Cash rounding is now enabled for all stations that connect to this Lightspeed Server. You do not need to take any additional steps on your other Macs or iPads.

To take payments with cash rounding

When cash rounding is enabled, OnSite rounds the amount due to the nearest unit you specified when you configured cash rounding.

For example, a customer has an invoice of $192.59 and wants to pay with cash. OnSite rounds the amount due to the nearest 0.05. The shopper pays $192.60. Since in this example OnSite is configured to round to the nearest 0.05, the amount due can be slightly higher or lower than the invoice total. When the payment is processed for the rounded amount, the invoice is fully paid in OnSite.

To report on cash rounding

Your rounded cash transactions appear in ReportMaster in the End of Day report. OnSite doesn't support exporting rounded values to QuickBook or MYOB/AccountEdge. To provide your bookkeeper or accountant with the rounded totals, go to To report rounded totals.

  1. In OnSite StoreMaster on the Tools menu click Print User Reports > End of Day.
  2. Select a date and report format: summarized, detailed, or receipt mode.
  3. Click OK.
  4. Enter your till values and click Print.

In the example To take payments with cash rounding the sales total is 192.59. Our payments total is 192.60, and we have a rounded amount of −0.01. In many cases, adding your payment total and rounding total will equal your sales total. However, there are other reasons for sales and payments totals to not match on the End of Day report, such returns for store credit, owing invoices and accidental underpayment.

To report rounded totals

Rounded cash payments are available in ReportMaster’s Payments report or any customized payment report you define. Any rounded amounts you transact appear as a special payment method called Rounding Adjustment.

  1. In OnSite StoreMaster on the Tools menu click ReportMaster.
  2. From the Sales category select the Payments report.
  3. Set your date range and other column options.

  4. In the Filters section, set the first filter to read Payment Method contains rounding.

  5. Click Run.

You can also choose to filter out your rounded values to determine the actual value of transacted funds. Set the report filter to Payment Method does not contain Rounding to exclude rounding adjustments from your report.

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