Know The Knowledgebase: Formatting Monetary Values To Round To The Nearest Dollar

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If your Report Writer report or Letter Manager template includes monetary values and you want to round the value to the nearest dollar, use the Format function. Below are examples including their scripts.

Customer Balance as of the date the letter or report is run:

[SFORMAT(BALANCE,”$#,##0″)]

Total payments received from customer year to date:

[SFORMAT(totalPayments(FIRSTOFYEAR,CURDATE),”$#,##0″)]

 

REQUIREMENTS / PERMISSIONS

Go to File > Administration > Manage Users:

  • Letters / Reports group: View and Edit Letters
  • Letters / Reports group: Add , View and Edit Customer, Prospect, Owner, Unit, Vendor, or Property word processor templates
  • Letters / Reports group: Add , View and Edit Customer, Prospect, Owner, Unit, Vendor, Property, or Financial report writer templates

If editing another user’s letter or report:

  • Letters / Reports group: Edit other users’ wp templates Enabled
  • Letters / Reports group: Edit other users’ report templates Enabled

This article can also be viewed within the Knowledgebase.