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Gráfica 7. Resultados Matriz de Vester Corporación Ocasa

4.1. La planeación

Add: Collection of note Interest on note

Book error on check no. 175 Total

Less: Bank service charge

Payment for light and water NSF check

Add: Deposit in transit Total 2. Bank service charge

Light and water Accounts receivable Credit memo for note collected Outstanding checks:

Less: Bank service charge

1,100,000

NSF check

Undeposited collections Balance per bank – April 30

25,000 2 7 0 , 0 0 0

3 00 , 000 1

, 000 , 000

b. Adjusting entries:

1. Cash in bank 60,000

Note receivable 60,000

2. Bank service charge 5,000 Accounts receivable 25,000

Cash in bank

c. Balance per book – April 30 CM for note collected

30,000

1,100,000 60,000

Bank service charge ( 5,000)

NSF check

Adjusted cash in bank

( 25 , 000 ) 1

, 130 , 000

38

Problem 4-8

a. Balance per bank

Add: Undeposited collections NSF check

DM for safety deposit Unrecorded check

550,000 50,000 5,000

1 2 5 , 0 0 0

3,500,000

73 0 , 000 Total

Less: Checks outstanding

Overstatement of creditor’s check

4,230,000 650,000

270,000 Understatement of customer’s check

Balance per book 1 8 0 , 0 0 0 1 , 10 0 , 000 3

, 130 , 000 b. Adjusting entries:

1. Cash in bank

Accounts payable

450,000

270,000 Accounts receivable

2. Accounts receivable Bank service charge Accounts payable

Cash in bank

180,000 50,000

5,000 125,000

180,000

c. Balance per book

Overstatement of creditor’s check Understatement of customer’s check Total

Less: NSF check

DM for safety box

3,130,000 270,000

18 0 , 000 3,580,000

50,000 5,000 Unrecorded check

Adjusted book balance 1 2 5 , 0 0 0 1 80 , 000 3

, 400 , 000

Problem 4-9 Balance per book

Add: Proceeds of bank loan

2,700,000 940,000

Note collected by bank 4 3 5 , 0 0 0 1 , 37 5 , 000 Total

Less: Service charge

Customer’s check charged back Adjusted book balance

4,075,000 10,000

50 , 000 60 , 000 4

, 015 , 000

39

Balance per bank Add: Deposit in transit

Incorrect deposit Erroneous bank charge Erroneous debit memo Total

Less: Outstanding checks Erroneous bank credit Adjusted bank balance

475,000

90,000 150,000

2 0 0 , 0 0 0 600,000 3 0 0 , 0 0 0

4,000,000

91 5 , 000 4,915,000 90 0 , 000

4

, 015 , 000

Adjusting entries:

1. Cash in bank

Bank service charge

Interest expense (60,000 x 1/6) Prepaid interest expense

Loan payable (940,000/94%) Note receivable

Interest income 2. Bank service charge

1,375,000 5,000 10,000 50,000

10,000

1,000,000 400,000 40,000

Accounts receivable 50,000

Cash in bank 60,000

Problem 4-10

Balance per book (squeeze) Add: Proceeds of bank loan

Proceeds of note collected Total

Less: Bank service charge NSF check

Adjusted book balance Balance per bank (squeeze) Add: Deposit in transit

Bank error (200,000 – 20,000) Total

Less: Outstanding checks (750,000 – 50,000) Adjusted bank balance

Bank service charge (5,000 + 15,000) Accounts receivable

Add: Proceeds of bank loan Total

Less: Understatement of check in payment of account (200,000 – 20,000)

Petty cash fund Adjusted book balance

Erroneous bank charge 50,000

Deposit omitted from bank statement 1 5 0 , 000 500 , 000 Total

Less: Erroneous bank credit Outstanding checks

Adjusting entries:

Cash in bank

Interest expense (84,000 x 2/12) Prepaid interest expense Accounts payable Petty cash fund Supplies

Transportation Postage

Loan payable (516,000/86%)

326,000 14,000 70,000 180,000 4,000 2,000 3,000

1,000

600,000 Problem 4-12

Balance per book

Add: Overstatement of check number 765 Check number 555 stopped for payment Total

Less: Service charge NSF check

Adjusted book balance

1,300,000 20,000

1

0 , 000 30 , 000 1,330,000 5,000

8

5 , 000 90 , 000 1

, 240 , 000 Balance per bank

Add: Undeposited collections Total

Less: Outstanding checks:

Number 761 762 763 764

1,200,000 27 5 , 000

1,475,000 55,000

40,000 25,000 65,000 765

Adjusted bank balance

50 , 000 23 5 , 000 1

, 240 , 000

41

Adjusting entries:

1. Cash in bank 30,000

Accounts payable 20,000

Miscellaneous income 10,000 2. Bank service charge 5,000

Accounts receivable 85,000

Cash in bank 90,000

3. Receivable from cashier 40,000

Accounts receivable 30,000

Sales discounts 10,000

Problem 4-13

a. Bank reconciliation – June 30

Book balance

Add: Credit memo for note collected Total

Add: Deposit in transit Total Bank reconciliation – July 31

Book balance

Add: Credit memo for bank loan Total

Less: Service charge Adjusted book balance Bank balance

Add: Deposit in transit Total

Less: Outstanding checks Adjusted bank balance b. Adjusting entries, July 31

1. Cash in bank

Bank loan payable

500,000

500,000

42

2. Bank service charge 1,000

Cash in bank 1,000

Computation of deposit in transit – July 31 Deposit in transit – June 30

Add: Deposits during July:

Book debits

400,000 4,000,000

Less: June credit memo for note collected Total

30 0 , 000 3 , 70 0 , 000

4,100,000 Less: Deposits credited by bank during July:

Bank credits

Less: July credit memo for bank loan Deposit in transit – July 31

3,500,000

50 0 , 000 , 003 0 , 000 1

, 100 , 000

Computation of outstanding checks – July 31 Outstanding checks, June 30

Add: Checks drawn by company during July:

Book credits

Less: June debit memos for NSF check

854,000 3,600,000

100,000 Service charge

Total

4 , 000 1 04 , 000 3 , 49 6 , 000 4,350,000 Less: Checks paid by bank during July:

Bank debits

Less: July service charge Outstanding checks, July 31

2,500,000

1 , 000 2 , 49 9 , 000 1

, 851 , 000

Problem 4-14

a. Reconciliation – October 31 Adjusted book balance Bank balance

Add: Deposit in transit Total

Less: Outstanding checks Adjusted bank balance

600 , 000 400,000 3 0 0 , 0 0 0 700,000

1 0 0 , 0 0 0 600 , 000 Reconciliation – November 30

Book balance

Add: Understatement of collection from customer Total

Less: Understatement of check disbursement Adjusted book balance

1,000,000 90 , 000 1,090,000

27 0 , 000 820 , 000

43

Bank balance

Add: Deposit in transit

930,000 190,000

Check of Susan Company charged in error 2 0 0 , 0 0 0 3 9 0 , 000 Total

Less: Outstanding checks

1,320,000 400,000 Deposit of Susan Company erroneously credited

Adjusted bank balance

1

0 0 , 0 0 0 500 , 000 820 , 000

b. Adjusting entries – November 30

1. Cash in bank 90,000

Accounts receivable 90,000

2. Accounts payable

Cash in bank 270,000

270,000 Computation of outstanding checks – October 31

Outstanding checks – October 31 (squeeze) Add: Checks issued by depositor:

Book disbursements

100,000 1,800,000 Understatement of check paid

Total

270 , 000 2 , 070 , 000 2,170,000 Less: Checks paid by bank:

Bank disbursements 1,970,000

Check of Susan Company charged in error ( 200 , 000 )

Outstanding checks – November 30 1 , 770 , 000

400 , 000 Computation of deposit in transit – November 30

Deposit in transit – October 31

Add: Cash receipts deposited during November:

Book receipts

Understatement of collection from customer Total

Less: Deposits credited by bank during November:

Bank receipts

2,200,000

90 , 000

2,500,000

300,000

2

, 290 , 000 2,590,000

Deposit of Susan Company erroneously credited

Deposit in transit – November 30 ( 100 , 000 ) 2 , 400 , 000 1 90 , 000

Problem 4-15

a. Reconciliation on July 1

Adjusted book balance 1 , 270 , 000

44

Bank balance

Add: Deposit in transit Total

Less: Outstanding checks Adjusted bank balance

1,720,000 500 , 000 2,220,000

950 , 000 1

, 270 , 000 Reconciliation on July 31

Book balance

Add: Note collected by bank

470,000 1

, 500 , 000

Total

Less: Bank service charge Adjusted book balance Bank balance

Add: Deposit in transit Total

Less: Outstanding checks:

Check # 107

1,970,000 20 , 000 1

, 950 , 000 2,700,000 400 , 000 3,100,000

650,000 108

Adjusted bank balance 500 , 0 00

1

, 150 , 000 1 , 950 , 000 b. Adjusting entries on July 31

1. Cash in bank Note receivable 2. Bank service charge

1,500,000

1,500,000 20,000

Cash in bank 20,000

Computation of deposit in transit – July 1 Deposit in transit – July 1 (squeeze) Cash receipts per book

Total

Less: Deposits credited by bank Deposit in transit – July 31

500,000 3

, 400 , 000 3,900,000 3

, 500 , 000 4 00 , 000 Computation of outstanding checks – July 1

Outstanding checks – July 1 (squeeze) Checks drawn by depositor

Total

Less: Checks paid by bank Outstanding checks – July 31

950,000 4

, 200 , 000 5,150,000 4

, 000 , 000 1

, 150 , 000

45

Problem 4-16

Balance per book – November 30 Less: Service charge

NSF check

Customer’s note erroneously recorded as cash receipt Adjusted book balance

10,000 50,000 100 , 000

500,000

160 , 000 340 , 000

Balance per bank – November 30 Add: Deposit in transit

Total

Less: Outstanding checks Adjusted bank balance Deposit in transit – October 31 Cash receipts deposited:

Book debits

October collections recorded in November

600,000 120

, 000

720,000 380 , 000 340 , 000

45,000 710,000

( 45,000) Customer’s note recorded as cash receipt

Total

Less: Deposits credited by bank:

Bank credits

Correction of bank error Deposit in transit – November 30 Outstanding checks – October 31 Checks issued by depositor:

Book credits

October bank service charge Total

Checks paid by bank:

Bank debits

( 100 , 000 )

500,000 ( 10 , 000 )

1,200,000 ( 5 , 000 )

1,000,000

565 , 000 610,000

490 , 000 120 , 000 125,000

1

, 195 , 000 1,320,000

November bank service charge ( 10,000)

November NSF check ( 50 , 000 ) 940 , 000 Outstanding checks – November 30 380 , 000

Adjusting entry:

Bank service charge Accounts receivable Note receivable

Cash in bank

10,000 50,000 100,000

160,000

46

Problem 4-17

Book balance

Note collected by bank

March 31

200,000 Receipts

800,000 Disbursements

720,000 April 30 280,000

March 60,000 ( 60,000)

April 100,000 100,000

Service charge

March ( 8,000)

Deposit in transit March 31

Bank balance 800,000 Receipts

5,000,000 Disbursements

3,940,000 August 31 1,860,000 Book error on collection

Book error on payment ( 180,000)

( 540,000)

( 180,000) 540,000 Bank error on deposit

Bank error on payment NSF check:

August ( 50,000) 50,000

Note collected by bank:

July August

Deposit in transit:

July

Nov. 30 Receipts Disbursements Dec. 31

Book balance 2,032,000 2,568,000 1,440,000 3,160,000

Bank service charge

November 30 December 31 Collection of note

November 30

( 2,000)

( 200,000)

( 2,000)

4,000 ( 4,000)

200,000 December 31

Adjusted book balance

Bank balance Outstanding checks

November 30

1

, 830 , 000

1,890,000 ( 180,000)

( 30 0 , 000 ) 2

, 468 , 000

2,090,000 1

, 442 , 000

1,080,000 ( 180,000)

( 300 , 000 ) 2

, 856 , 000

2,900,000

December 31 Deposit in transit

November 30 December 31

80,000 ( 80,000) 498,000

592,000 ( 592,000)

498,000 Check erroneously charged by bank

November 30 40,000

December 31

( 40,000)

( 5 0 , 000 ) 50 , 000

Adjusted bank balance 1 , 830 , 000 , 4682 , 000 1 , 442 , 000 , 8562 , 000

Adjusting entry:

Bank service charge Note receivable

Cash in bank

4,000 300,000

304,000

48

Problem 4-20

Sept. 30 Receipts Disbursements Oct. 31

Book balance 1,900,000 1,400,000 2,400,000 900,000 NSF check:

September 30 ( 60,000)

October 31

( 60,000)

40,000 ( 40,000) Collection of accounts receivable

September 30 30,000

October 31

Overstatement of check

September 30 90,000

( 30,000)

50,000 50,000

( 90,000)

October 31 Adjusted balance

Bank balance Deposit in transit

1

, 960 , 000

2,100,000

________

1

, 330 , 000

1,200,000

( 12 0 , 00 0 ) 2

, 26 0 , 000

2,500,000

1 20 , 000 1

, 030 , 000

800,000

September 30 October 31 Outstanding checks

130,000 ( 130,000)

260,000 260,000

September 30 ( 270,000) ( 270,000)

October 31 30 , 000 ( 30 , 000 ) Adjusted balance 1 , 960 , 000 1 , 330 , 000 2 , 260 , 000 1 , 030 , 000

Adjusting entries on October 31 1. Accounts receivable

Cash in bank 2. Cash in bank

Accounts receivable Salaries

40,000

170,000

40,000

50,000 120,000

49

Problem 4-21