Ch. 7

Accounting Information Systems: Chapter 7 Study Notes


Chapter Overview

Learning Objectives
  • Conceptual Learning

    • C1: Identify the principles and components of accounting information systems.

    • C2: Explain special journals, controlling accounts, and subsidiary ledgers.

  • Analytical Learning

    • A1: Compute days' payable outstanding and explain its use in assessing payments to suppliers.

  • Procedural Learning

    • P1: Journalize and post transactions using a sales journal.

    • P2: Journalize and post transactions using a cash receipts journal.

    • P3: Journalize and post transactions using a purchases journal.

    • P4: Journalize and post transactions using a cash payments journal.


Learning Objective C1: Principles and Components of Accounting Information Systems

System Principles
  • The five system principles of accounting information systems are:

    1. Control: Ensures integrity and compliance within the information system.

    2. Relevance: Information should be relevant to the needs of users and decision-makers.

    3. Compatibility: The system should be compatible with existing systems and processes.

    4. Flexibility: Adaptability of the system to changes in the business environment or operations.

    5. Cost-Benefit: The benefits gained from the system should outweigh the costs incurred.

System Components
  • Accounting information systems consist of five main components:

    1. Source Documents: Original records that capture data for transactions (e.g., invoices, receipts).

    2. Input Devices: Tools for entering data into the system (e.g., keyboards, scanners).

    3. Information Processors: Systems that process data into meaningful information (e.g., accounting software).

    4. Information Storage: Repositories for storing processed information (e.g., databases, digital file systems).

    5. Output Devices: Means of presenting information to users (e.g., reports, dashboards).

Paperless Systems
  • Increasingly, accounting systems are incorporating electronic files, thus creating a “paperless” environment.


Learning Objective C2: Special Journals, Controlling Accounts, and Subsidiary Ledgers

Special Journals and Subsidiary Ledgers
  • Special journals are used to streamline the recording of specific types of transactions, aiding in the management of financial information.

  • Controlling Accounts and Subsidiary Ledgers Example:

    • Amounts due from customers are recorded in the Accounts Receivable controlling account, while detailed records are maintained in the Accounts Receivable Ledger.

    • Similarly, amounts owed to creditors are managed through the Accounts Payable controlling account and tracked in the Accounts Payable Ledger.

  • Subsidiary ledgers are listings of individual accounts that share common characteristics, helping to maintain detailed financial records.

Accounts Receivable and Accounts Payable Ledgers
  • After posting all items, the balance in the accounts receivable controlling account must equal the aggregate balances in the accounts receivable subsidiary ledger.


Learning Objective P1: Journalize and Post Transactions Using a Sales Journal

Sales Journal Features
  • A sales journal records credit sales transactions and is structured with specific columns:

    • Date

    • Account Debited

    • Invoice Number

    • P R

    • Accounts Receivable Debit

    • Sales Credit

    • Cost of Goods Sold Debit

    • Inventory Credit

Schedule of Accounts Receivable Example
  • As of February 28, individual customer balances include:

    • Albert Co.: $750

    • Frank Booth: $175

    • Jason Henry: $675

    • Kam Moore: $350

    • Paul Roth: $200

    • Total Accounts Receivable: $2150

  • The accounts receivable controlling account in the general ledger must match the totals recorded in the accounts receivable subsidiary ledger.


Learning Objective P2: Journalize and Post Transactions Using a Cash Receipts Journal

Cash Receipts Journal Features
  • The cash receipts journal records all types of cash inflows, organized into specific columns:

    • Date

    • Account Credited

    • Explanation

    • P R

    • Cash Debit

    • Sales Discount Debit

    • Accounts Receivable Credit

    • Sales Credit

    • Other Accounts Credit

    • Cost of Goods Sold Debit

    • Inventory Credit

Example Cash Receipts Journal Entries
  • On February 7, cash sales of $4,450 were recorded.

  • Total receipts need to be reconciled in the journal following the organizational structure of columns to ensure accuracy in posting.


Learning Objective P3: Journalize and Post Transactions Using a Purchases Journal

Purchases Journal Features
  • This journal records purchases made on credit. It has designated columns for:

    • Date

    • Account

    • Date of Invoice

    • Terms

    • P R

    • Accounts Payable Credit

    • Inventory Debit

    • Office Supplies Debit

    • Other Accounts Debit

Example Purchases Journal Entries
  • Recorded entries reflect transactions with various suppliers. An example is the purchase from Horning Supply Co. on February 3 for $350. Total accounts payable should match the controlling account after postings are completed.


Learning Objective P4: Journalize and Post Transactions Using a Cash Payments Journal

Cash Payments Journal Features
  • Tracks cash outflows and contains entries for:

    • Date

    • Check Number

    • Payee

    • Account Debited

    • P R

    • Cash Credit

    • Inventory Credit

    • Other Accounts Debit

    • Accounts Payable Debit

Example Cash Payments Journal Entries
  • For instance, on February 3, a payment of $15 was made to L. & N. Railroad for inventory, affecting both cash and inventory accounts based on debits and credits structured in the journal.


Technology in Accounting

Technology-Based Accounting Systems
  • Familiar accounting software (e.g., Sage 50, QuickBooks) is designed for user-friendliness and efficiency.

  • Integrated Software: Ensures actions taken in one part of the accounting system (like entry of a credit sale) automatically update all interconnected sections.

  • Data Processing Types:

    • Online Processing: Immediate data entry and processing.

    • Batch Processing: Accumulating data for processing at scheduled intervals (daily, weekly, monthly).

  • Cloud Computing: Delivers computing as a service over the web, allowing access to applications without installation on local machines.


Data Analytics and Visualization

Data Analytics
  • The process of analyzing data to uncover meaningful relationships and trends, empowering staff to make informed, data-driven decisions.

  • Key for tracking progress against projections or benchmarks.

Data Visualization
  • The graphical representation of data, which aids comprehension and facilitates better decision-making by presenting information in an accessible and meaningful way.


Days’ Payable Outstanding

Definition
  • Days’ payable outstanding is a metric used to assess how efficiently a company is managing its accounts payable.

Use
  • Helps measure the average number of days a company takes to pay its suppliers.

  • Example Assessment:

    • Costco Example:

    • Accounts Payable:

      • Current Year: $11,679 million

      • Prior Year: $11,237 million

      • Two Years Prior: $9,608 million

    • Cost of Goods Sold:

      • Current Year: $132,886 million

      • Prior Year: $123,152 million

    • Days’ Payable Outstanding:

      • Current Year: 32.1 days

      • Prior Year: 33.3 days

      • Two Years Prior: 31.3 days

    • Walmart Example:

    • Days’ payable outstanding measured consistently reflects efficient payment strategies.


Endnote

  • The data and insights in this chapter can provide invaluable context for understanding accounting practices and systems, vital for both academic and professional applications, in alignment with principles of accounting outlined in the 25th edition of Wild and Shaw's "Fundamental Accounting Principles," published by McGraw-Hill Education in 2021.