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Vipul Thakkar
Level 2

Client invoice Round off

Looks Like, Profile does not have option for Client invoice Round off.

I talked to helpdesk and case is registered for this issue.

Can this be fixed as soon as possible?

If the solution is already available, please let me know the steps.

Thanks.

Vipul k. Thakakr

8 Comments 8
Mario B
ProFile Team

Client invoice Round off

I suppose you are talking about this....?

 

Round off the invoice value to the following: Nearest lower number that is a multiple of the rounding limit specified if the decimal value is less than 0.5. For example, if the invoice value is 125.30, the value is rounded off to 125, and the round-off ledger shows the value (-)0.30.

 

Profile does not support this. I recommend that you send feedback through the Help Menu in Profile then click Send fedback.

 

 

 

Vipul Thakkar
Level 2

Client invoice Round off

I already send the feedback through Help Menu in Profile.

With my experience so far with Profile help menu feedback submission, I never received any reply / update in any of the suggestions.

Thanks for taking time though.

Mario B
ProFile Team

Client invoice Round off

Thats correct , you will not receive an answer, the suggestions are reviewed by the Product development team and they decide to implement it or not based on the demand and the resources available and priorities. BUt rest assured that they review it.

Vipul Thakkar
Level 2

Client invoice Round off

I do not agree with the response provided by Mario B without any resolution.

How can we expect a technology company and leading software provider like Intuit, not to provide response or resolution for any questions or queries from the user. Its like escaping from the responsibilities. Missing big time customer satisfaction.

 

The questions I asked or suggestions I had since past several years are not yet resolved / responded.

Not sure what is meant by "decide to implement it or not based on the demand and the resources available and priorities. BUt rest assured that they review it."

 

Please do not respond if you can not provide resolution.

Thanks and Regards.

Vipul K. Thakkar.

Vipul Thakkar
Level 2

Client invoice Round off

I am still waiting for resolution for this issue.

Sent feedback thru Profile, no actions yet.

Called Helpdesk few times, no action or reply yet.

I feel that Intuit is not at all interested in fixing issues / meet customer requirements.

Frustrated but with no choice.

Vipul.

Mario B
ProFile Team

Client invoice Round off

Hi Vipul,

 

Thank you for reaching out to us and I apologise you did not hear from us. I have opened a ticket to ensure our developers receive your request.

 

Regards,

Mario

 

Mario B
ProFile Team

Client invoice Round off

Hello Vipul,

 

I have good news for you. For rounding off the numbers in the Template editor, there is no such functions.  However, I found a way to round off the numbers. Basically, you can use the function TRUNC to achieve your goal. You need to edit the template.

 

Here is a sample for the Total amount in Invoice:

 

As it was before :

 

Total                              ${Invoice_Total}
{endif}

 

As it needs to be to output the rounded number:


{if Invoice_Total +0.5 >= Trunc(Invoice_Total+1)}    Total     ${Format (Trunc(Invoice_Total)+1,"0")}.00
{else}
{if Invoice_Total +0.5 < Trunc(Invoice_Total+1)}      Total     ${Format (Trunc(Invoice_Total),"0")}.00
{endif} 
    
 

I hope that helps

Regards,

Mario

 

 

Mario B
ProFile Team

Client invoice Round off

And if you would rather not see the .00 at the end , you can do it this way:

 

{if Invoice_Total +0.5 >= Trunc(Invoice_Total+1)}
Total     ${Trunc(Invoice_Total)+1)}
{else}
{if Invoice_Total +0.5 < Trunc(Invoice_Total+1)}
Total  ${Trunc(Invoice_Total)}
{endif}