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Reference · Chapter 3

Every term, formula, and entry

0 of 23 terms in your words

Terms

C1 Time period assumption
An organization’s activities can be divided into specific time periods such as a month, a quarter, or a year.
C1 Accounting period
The length of time covered by financial statements; a year, quarter, or month.
C1 Fiscal year
Any twelve consecutive months used as an accounting year. It need not be the calendar year.
C1 Natural business year
A fiscal year that ends when sales activity is at its lowest point, so inventory and receivables are easiest to count.
C1 Interim financial statements
Statements covering one, three, or six months, prepared inside the annual period.
C1 Accrual basis accounting
Revenues are recorded when services and products are delivered, and expenses when incurred, regardless of when cash moves. Required by GAAP.
C1 Cash basis accounting
Revenues are recorded when cash is received and expenses when cash is paid. Not consistent with GAAP.
C1 Revenue recognition principle
Recognize revenue when goods or services are provided to customers, at the amount expected to be received.
C1 Expense recognition principle
Record the expenses that helped generate revenue in the same period as that revenue (also called the matching principle).
C2 Adjusting entry
A period-end entry that brings an asset or liability account to its proper amount and updates the related expense or revenue. It never touches Cash.
C2 Prepaid expenses
Assets paid for in advance of receiving their benefits. As the benefit is used up, the asset becomes an expense.
C2 Unearned revenues
A liability created when cash is received before services or products are delivered. As work is done, the liability becomes revenue.
C2 Accrued expenses
Costs that are incurred in a period but are both unpaid and unrecorded. The adjustment records the expense and a payable.
C2 Accrued revenues
Revenues earned in a period that are both unrecorded and not yet received in cash. The adjustment records the revenue and a receivable.
P1 Depreciation
The process of allocating the cost of a plant asset over its expected useful life.
P1 Straight-line depreciation
(Cost − Salvage value) ÷ Useful life. The same amount of expense each period.
P1 Plant assets
Long-term tangible assets used to produce and sell products and services, such as equipment and buildings.
P1 Contra account
An account linked with another account whose balance is subtracted from it. Accumulated depreciation is a contra asset with a credit balance.
P1 Accumulated depreciation
The total depreciation recorded on an asset since it was acquired. A contra asset account.
P1 Book value
An asset’s cost less its accumulated depreciation.
P2 Unadjusted trial balance
A list of accounts and balances prepared before adjusting entries are recorded.
P2 Adjusted trial balance
A list of accounts and balances prepared after adjusting entries are recorded and posted. Statements are prepared from it.
A2 Profit margin
Net income ÷ Net sales. The portion of each sales dollar that ends up as profit.

Formulas

P1Straight-line depreciation = (Cost − Salvage value) ÷ Useful life(26,000 − 8,000) ÷ 48 = 375 a month
P1Book value = Cost − Accumulated depreciation26,000 − 375 = 25,625
P1Supplies expense = Supplies available − Supplies on hand9,720 − 8,670 = 1,050
P1Expired prepaid = Cost ÷ Months covered × Months elapsed2,400 ÷ 24 × 1 = 100
P1Unearned revenue earned = Daily rate × Days performed50 × 5 = 250
P1Accrued salaries = Daily pay × Unpaid days worked70 × 3 = 210
A2Profit margin = Net income ÷ Net sales$3,785 ÷ $8,150 = 46.4%

Every entry the chapter teaches

(a) Insurance expired: one month of the $2,400 24-month policy
Insurance expense100
Prepaid insurance100
(b) Supplies used: $9,720 available less $8,670 on hand
Supplies expense1,050
Supplies1,050
(c) Depreciation on equipment: ($26,000 − $8,000) ÷ 48 months
Depreciation expense—Equipment375
Accumulated depreciation—Equipment375
(d) Unearned revenue earned: 5 days at $50/day
Unearned consulting revenue250
Consulting revenue250
(e) Accrued salaries: 3 days at $70/day
Salaries expense210
Salaries payable210
(f) Accrued consulting revenue: 20 days at $90/day
Accounts receivable1,800
Consulting revenue1,800
(e2) Payday: 3 accrued days plus 7 January days
Salaries payable210
Salaries expense490
Cash700
(f2) Collected the 30-day contract: 20 accrued days plus 10 January days
Cash2,700
Accounts receivable1,800
Consulting revenue900