Autotask PSA: Why are my invoice totals rounding incorrectly?

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Question

Why are my invoice amounts rounding incorrectly? They are off by a small amount.

Environment

  • Autotask PSA 

Answer

Contracts and billing system settings control rounding. Autotask stores billable amounts using four decimal places. Amounts for individual billing items round to two decimal places when approved and posted. Because Autotask calculates invoice totals after approval and posting, totals calculate based on the rounded amounts that appear on the invoice. See Contracts & billing system settings (Autotask PSA Online Help) for more information.


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