Sales Report
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The January sales report shows declines in income from life and disability insurance compared to December. Life insurance income was lower because January clients were non-business rather than business. Disability insurance also earned less due to fewer business clients. The report recommends promoting insurance to more businesses to generate more income, as business clients are more profitable.
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Eighth Edition
Kimmel ● Weygandt ● Kieso
Chapter 8
Reporting and Analyzing Receivables
This slide deck contains animations. Please disable animations if they cause issues with your device.
1
Financial Accounting: Tools for Business Decision Making
2
Copyright ©2017 John Wiley & Sons, Inc.
Chapter Outline:
Learning Objectives
Explain how companies recognize accounts receivable.
Describe how companies value accounts receivable and record their disposition.
Explain how companies recognize, value, and dispose of notes receivable.
Describe the statement presentation of receivables and the principles of receivables management.
3
Copyright ©2017 John Wiley & Sons, Inc.
L O 1: Explain How Companies Recognize Accounts Receivable
4
Copyright ©2017 John Wiley & Sons, Inc.
Types of Receivables
5
Copyright ©2017 John Wiley & Sons, Inc.
Recognizing Accounts Receivable (1 of 6)
Service organization records a receivable when it performs service on account.
Merchandiser records accounts receivable at the point of sale of merchandise on account.
Seller may offer a discount to encourage early payment.
Buyer might return goods found to be unacceptable.
Sales returns reduce receivables.
6
Copyright ©2017 John Wiley & Sons, Inc.
Recognizing Accounts Receivable (2 of 6)
Illustration: Assume that Jordache Co. on July 1, 2017, sells merchandise on account to Polo Company for $1,000 terms 2/10, n/30. Prepare the journal entry to record this transaction on the books of Jordache Co.
Jul. 1
Accounts Receivable
1,000
Sales Revenue
1,000
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Copyright ©2017 John Wiley & Sons, Inc.
Recognizing Accounts Receivable (3 of 6)
Illustration: On July 5, Polo returns merchandise worth $100 to Jordache Co.
Jul. 5
Sales Returns and Allowances
100
Accounts Receivable
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Copyright ©2017 John Wiley & Sons, Inc.
Recognizing Accounts Receivable (4 of 6)
Illustration: On July 11, Jordache receives payment from Polo Company for the balance due.
Jul. 11
Cash ($900 − $18)
882
Sales Discounts ($900 ×.02)
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Accounts Receivable
900
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Copyright ©2017 John Wiley & Sons, Inc.
Recognizing Accounts Receivable (5 of 6)
Illustration: Some retailers issue their own credit cards. Assume that you use your JCPenney Company credit card to purchase clothing with a sales price of $300.
Accounts Receivable
300
Sales Revenue
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Copyright ©2017 John Wiley & Sons, Inc.
Recognizing Accounts Receivable (6 of 6)
Assuming that you owe $300 at the end of the month, and JCPenney charges 1.5% per month on the balance due
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Interest Revenue
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Copyright ©2017 John Wiley & Sons, Inc.
Anatomy of a Fraud
Tasanee was the accounts receivable clerk for a large non-profit foundation that provided performance and exhibition space for the performing and visual arts. Her responsibilities included activities normally assigned to an accounts receivable clerk, such as recording revenues from va.
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- 1. MONTGOMERY ACCOUNTING 1711 West County Road B, Roseville, MN 55113 TO: Ms. Montgomery FROM: Angel De Los Santos DATE: February 18, 2015 SUBJECT: January Sales Report The January sales report shows the results made in disability insurance and life insurance. It also displays the changes. Life Insurance In the life insurance graph, it shows the different income each month generated. January’s income from life insurance wasn’t as profitable as it was in December. This is change happened because the 5 clients from January are non-business clients. Disability Insurance The disability insurance graph is comparing the income generated from two different months. The month of December had the most sales in disability insurance. This is due to more business clients having our insurance. $- $5,000.00 $10,000.00 $15,000.00 January December Disability Insurance $- $5,000 $10,000 $15,000 $20,000 January December Life Insurance
- 2. MONTGOMERY ACCOUNTING 1711 West County Road B, Roseville, MN 55113 Recommendations We need to work on promoting our insurance to more business people. For the month of January to be more profitable we will need more business clients. The business clients generate more income. While analyzing all of the sales, it is apparent that our company is profitable and strong. I’m sure we are going to be profitable in the rest of the months. If you have any questions, please call me at 612-123-4567. I am looking forward to having even better results to show you next month.