Transaction Processing in the AIS

Transaction Processing in the AIS

Accounting and Bookkeeping
are Interconnected

Accounting and Bookkeeping
are Interconnected

Accounting

Bookkeeping, plus communicating that information to permit informed judments and decisions by users of the information

Bookkeeping

Identifying and measuring economic information

The Accounting Cycle Overview

1. Obtain information about external
transactions from source documents

BEGINNING!!!

2. Analyze Transactions

3. Record the transactions in a journal

4. Post from the journal to
the general ledger acocunts

5. Prepare an unadjusted trial balance

6. Record adusting entries
and post to the general ledger

8. Prepare financial statements

8. Prepare financial statements

Income Statement

Statement of Changes
in shareholder's equity

Statement of Cash Flows

Balance Sheet

7. Prepare an adjusted trial balance

9. Close the temporary accounts
to retained earnings

10. Prepare a post closing trial balance

END OF YEAR!!! Then Start Over at 1!!!

Judgment and Information Technology impact Accounting Cycle

Information Technology

Recording Transactions

Preparing trial balances and financial statements

Human Judgment

Human Judgment

Designing Source Documents

Recognizing recordable transactions

Estimating amounts and
interpreting accountings rules

Chart of Accounts Coding System

Sequential Coding

Block Coding

Mnemonic Codes

Hiearchial Codes

Internal Controls within Accounting Cycle

Sequential Numbering

Physical Security

Physical Security

Transaction Limits