Payment Method Enhancements

The Rounding Setting section in the Edit pop-up screen that appears when users modify a payment method (All Settings Guest Accounting Payment Method) allows users to configure the rounding configurations. This section includes an Active flag that supports the following functionality:

  • When enabled, rounding configuration options are displayed.

  • When disabled, no rounding is applied for the selected payment method.

This flag is disabled by default for all properties.

When the Active flag is enabled, the following fields are displayed:

Field

Description

Rounding

This is a mandatory field that displays the following options:

  • Required: When selected, charges are automatically rounded when they do not match the configured denominations.

  • Optional: This option is selected by default. When selected, users can choose between exact or rounded payment amounts during processing.

Rounding By Default

This is a mandatory field that displays the following options:

  • On: When selected, the rounding flag is enabled by default when users make a payment using the selected payment method.

  • Off: When selected, the rounding flag is disabled by default when users make a payment using the selected payment method.

Rounding Rule

This is a mandatory field that displays the following options:

  • Up: When selected, the payment amount is rounded up to the next denomination. For example, $80.03 is rounded up to $80.05.

  • Down: When selected, the value will be rounded down. For example, $80.03 is rounded down to $80.

  • Nearest: When selected, the value will be rounded to the nearest configured denomination. For example, $80.03 will be rounded to $80.05.

Post Offset As

This is a mandatory field that displays the list of transaction items. The selected item will be associated with the payment method and used to offset the folio balance to zero. The adjusted amount will be posted as either a charge or credit under the selected transaction item. The selected transaction item must not include price or tax values. The transaction items already associated with a payment method cannot be deactivated.

An information icon added to this field displays the following message when hovered upon: Selected transaction item should not have a price or associated tax class.