Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  •  Aged debtors position once a week
  •  Aged supplier balances. Compare your supplier to debtor balances to see if money coming in from customers will be sufficient go cover payments to suppliers
  •  Profit and loss report. In particular look at trends in revenue and expenses. 
  •  Cash at bank

Decide if you want to bracket all credits on financial reports or to bracket exceptions


  •  Some accountants like to see brackets around exceptions. For example if your car loan is normally a credit, showing you owe money on your loan. Show loan's value in a bracket if the net value of the loan becomes a debit. This would mean the bank would owe you money in respect to the car loan. This is an exception so it would be shown in brackets
  •  Some accountants just like to see all credits in brackets. 
  •  See: http://www.accountingcoach.com/blog/use-of-parentheses

...