Microsoft Word - ACCTG 333 - SUA Assignment S20 Systems Understanding Aid (SUA) Assignment ACCTG 333 – Fall 2020 ‐ Dr. Perols This assignment provides you an opportunity to gain an in depth...

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Microsoft Word - ACCTG 333 - SUA Assignment S20 Systems Understanding Aid (SUA) Assignment ACCTG 333 – Fall 2020 ‐ Dr. Perols This assignment provides you an opportunity to gain an in depth understanding of how a traditional accounting system operates including the forms that have traditionally provided the documentation for the accounting process and how the information in these documents are used to update accounting journals and ledgers. This exercise will also provide you an introduction to business process internal controls and experience using flowcharts. We will work on the assignment during class time, but you may also need to work on the assignment outside of class – do not procrastinate. You are allowed to discuss the SUA with others in the class, but you may not copy. You may work in pairs or individually. If you chose to work in pairs, each individual is still responsible for understanding the material. If you rely too heavily on your partner to complete the assignment then you will be less prepared for the exam. When you have completed all 20 transactions (as outlined below), scan or take pictures and upload select journals, ledgers, and source documents to Blackboard for grading (see instruction #6 for details). Ensure that your files are legible and include your first initial and last name in file names. If you are working in a pair you must email me your partner’s name and only one student needs to upload files. Instructions: 1. Read pages 3 through 12 (stopping at Waren’s Month‐End Procedures) in the “Instructions, Flowcharts, and Ledgers” book. 2. Follow Option 1 and first process the Revenue Cycle transactions and then the Expenditure Cycle transactions. Stop before the Month‐End Procedures, i.e., do not perform the month‐end and year-end procedures. 3. Use Transaction List A (Document No. 1 with an A at the bottom left corner). First complete the revenue transactions: 1, 2, 5, 6, 10, 12, 13, 14, 15, followed by the expenditure transactions: 3, 4, 7, 8, 9, 11, 16, 17, 18, 19, 20. 4. Try to get most of the information on the source documents correct, but do not spend a lot of time on this. Focus mostly on completing control activities correctly, e.g., signatures on source documents and attaching source documents together, and recording information in the journals and ledgers correctly. 5. When working through the case, make sure to: a. Include all the information provided in the Transaction List. b. Perform all steps indicated in the flowchart related to the transaction (including updating of journals and ledgers as indicated by the flowchart). c. When completing source documents, use already completed documents as examples. d. When recording transactions in journals and posting to ledgers, use previous entries in respective journal and ledger as an aid. e. Use your knowledge of accounting! For example, what are the journal entry when a sale is made on credit and what is the journal entry when the customer later pays within the discount period? 6. When you have completed all 20 transactions, scan or take pictures of the following journals, ledgers, and documents to “SUA Submission Files” in the Assignments folder on Blackboard: a. Journals i General Journal (first page only) ii Sales Journal iii Cash Receipts Journal iv Purchases Journal v Cash Disbursements Journal (December only) vi Payroll Journal b. Ledgers i Accounts Payable Subsidiary Ledgers ii Accounts Receivable Subsidiary Ledgers c. Documents i SUA Document No. 7 (Sale Invoice) for Transaction #15 (Hawkins) ii SUA Document No. 9 (Cash Receipts Prelist) iii SUA Document No. 13 (Credit Memo) for Transaction #13 (Eastern) iv SUA Document No. 18 (Original Invoice) for Transactions #11 and #18 (Velocity) v SUA Document No. 17 (Receiving Report) for Transaction #19 (Chicago) Page 2 of 2
Oct 02, 2021
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