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Reference · Chapter 7

Every term, formula, and entry

0 of 24 terms in your words

Terms

C1 Accounts receivable
Amounts owed to a company by its customers from selling goods or services on credit.
C1 Subsidiary ledger
A list of individual account balances that together add up to a single controlling account in the general ledger.
C1 Credit card
A card allowing its holder to buy on credit from participating merchants, who accept a fee for the convenience and reduced risk.
C2 Direct write-off method
Records bad debts expense only when a specific account is judged uncollectible, with no allowance account.
C2 Allowance method
Estimates and records bad debts expense before specific accounts are known to be uncollectible, using a contra-asset allowance.
C2 Bad debts
Accounts receivable a company does not expect to collect.
C2 Allowance for doubtful accounts
A contra-asset account estimating the amount of accounts receivable a company expects will prove uncollectible.
C2 Realizable (net realizable) value
The amount of accounts receivable a company actually expects to collect: accounts receivable minus the allowance.
A1 Percent of sales method
Estimates bad debts expense as a percent of credit sales, added to whatever balance the allowance already carries.
A1 Percent of receivables method
Estimates the required ending balance of the allowance directly from accounts receivable; the expense is whatever adjusts the allowance to that target.
A1 Aging of accounts receivable
Sorting individual accounts receivable by how long they have been outstanding, to estimate uncollectible amounts by age group.
C2 Materiality constraint
An amount small enough that it would not affect a reasonable person’s decisions can be treated more simply, without violating GAAP.
P2 Promissory note
A written promise to pay a specified amount, either on demand or at a definite future date.
P2 Principal
The amount that a promissory note promises to pay, not including interest.
P2 Maker
The person or entity who signs a note and promises to pay it at maturity.
P2 Payee
The person or entity to whom a promissory note is made payable.
P2 Maturity date
The date a note (and any interest) is due to be paid.
P2 Period of a note
The time between a note’s issue date and its maturity date.
P2 Maturity value
The amount due at a note’s maturity date: principal plus interest.
P2 Dishonored note
A note the maker fails to pay at maturity; the holder still records the interest it earned and moves the balance to accounts receivable.
C1 Pledging receivables
Using accounts receivable as collateral for a loan, while still owning and collecting them.
C1 Factoring
Selling accounts receivable to another party for immediate cash, usually at a discount.
C1 Factor
A business that buys accounts receivable from another company in a factoring arrangement.
A2 Accounts receivable turnover
Net sales divided by average accounts receivable; how many times receivables were collected and re-extended in a period.

Formulas

C2Net realizable value = Accounts receivable − Allowance$100,000 − $5,150 = $94,850
A1Bad debts expense (sales method) = Credit sales × Rate$400,000 × 1% = $4,000
A1Bad debts expense (receivables method) = Required allowance − Existing credit balance$5,150 − $650 = $4,500
P2Interest = Principal × Rate × Time$10,000 × 12% × 90/360 = $300
P2Maturity value = Principal + Interest$10,000 + $300 = $10,300
A2Accounts receivable turnover = Net sales ÷ Average accounts receivable$500,000 ÷ (($90,000 + $110,000) ÷ 2) = 5.0 times

Every entry the chapter teaches

(1) $1,000 credit card sale; card company charges 3%, cash received today
Cash970
Credit card expense30
Sales1,000
(2) Year end: aging requires $5,150; allowance has a $650 credit balance
Bad debts expense4,500
Allowance for doubtful accounts4,500
(3) Write off a customer's $800 account
Allowance for doubtful accounts800
Accounts receivable800
(4) The written-off customer pays the $800 after all — reinstate
Accounts receivable800
Allowance for doubtful accounts800
(5) … and collect
Cash800
Accounts receivable800
(6) A small company using direct write-off writes off $400
Bad debts expense400
Accounts receivable400
(7) Accept a $10,000, 90-day, 12% note for a past-due account on Dec 1
Notes receivable10,000
Accounts receivable10,000
(8) Dec 31: accrue 30 days of interest on the note
Interest receivable100
Interest revenue100
(9) Mar 1: note paid in full at maturity
Cash10,300
Interest revenue200
Interest receivable100
Notes receivable10,000
(10) A different $10,000, 12%, 90-day note is dishonored; no interest accrued
Accounts receivable10,300
Interest revenue300
Notes receivable10,000