Configuring rounding options in AdvanceFlow

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To configure AdvanceFlow to round current period balances to the nearest dollar, follow these steps.

  1. Click the Trial Balance tab.
  2. Click the Balance Definitions button in the ribbon.
  3. Mark the checkbox in the Round column for each balance that you want to round.
  4. Select the appropriate options in the Rounding Accounts section.
  5. Click OK.


  • Rounded balances are reflected in all other areas of AdvanceFlow.
  • When you roll forward an engagement with rounded balances, AdvanceFlow rounds the prior-period balances in the new engagement.

To ensure that the latest balances are rounded, click the Refresh button in the ribbon.

Related topic: Managing trial balance data

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