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The General
Ledger System is designed to be an easy to operate yet a flexible, complete,
multi-company, multi-period General Ledger and Financial Reporting System.
It can be operated as an independent system or interfaced to other accounting
systems or Personal Computers. While journal entries are fast, simple and
foolproof, financial statement formatting and presentation is complex and
has power only seen in much larger systems.
System Features
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System is multi-company and
multi-period.
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Optional interface to other
accounting modules (e.g. Accounts Payable) via summarized journal entry.
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10-character account number
and 50-character account description. Account "numbers" can be alphanumeric.
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Current year budget data and
next year budget setup.
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Regular journal entries (JEs)
- ordinary journal entry - not recurring.
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Standard journal entries (SJEs)
- accounts recur but amounts change (e.g. payroll).
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Recurring journal entries (RJEs)
- accounts and amounts recur (e.g. depreciation expense).
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Automatic reversing journal
entries (RevJEs) which reverse in a future period.
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All accounting periods may remain
open for full year.
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On-line history can be kept
for up to 10 years (assuming disk capacity is available).
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50-character journal titles
with 25-character comment on every line of journal posting.
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Interface to personal computer
("LOTUS®") either IBM®
or clone via floppy disk.
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Up to 9,999 journals allowed
with up to 4000 lines for each journal for each month. Only disk capacity
limits number of accounts allowed. Journal "numbers" can be alphanumeric.
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Inquiry and reports available
by account by period, by period by account and by journal by account.
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System allows reversed entries
within Debit or Credit columns.
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Journals printed in posting
order (not account order). This allows the operator to control the order
of the journal. System also allows posting to the same account more than
once on the same journal. Also, journals can be printed in document number
order (e.g. check number).
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Users control report dates.
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Dual year-end close allows user
to stay on top of monthly posting and create financial reports for the
new year while waiting for auditor's adjustments. Upon receipt, auditor's
adjustments may be posted to the month affected in the prior year. All
necessary reports may be re-run for any or all affected months. Final close
of the old year automatically corrects opening balances for the new year.
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All menus are printable (usable
as checklists). All reports are spooled with forms control.
Security
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Port Controlled. Terminals can
be physically blocked out from entering this module.
Audit Features
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System does not require entry
of company in each program. It assumes company is the same for this terminal
unless it is told otherwise.
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System requires balanced journal
entries.
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System will not let a journal
be closed more than once.
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Journals may be changed prior
to close but not after closing. After changes are made to a journal, only
the new (correct) entries show as if the journal had never been changed.
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System produces Annual Auditor's
Report showing all activity in detail for the year by account by month.
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System allows journal titles
and comments on all journal lines.
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Prints Journal Status Report.
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Prints Detail Journal listing.
Inquiries
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Account inquiry by G/L number
by period with account balance changes for all months both this year and
last year. If budgets are used - they will be displayed for each month.
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Journal inquiry by journal by
period.
Reports
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Working Trial Balance (Detailed).
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Detail and summary General Ledger
reports (current or old year if old year still present in history).
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User defined Balance Sheet.*
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User defined Income Statement.*
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Journal Status Report.
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Journal printouts.
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Inactive account list.
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Auditor's Transaction History
by Account.
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Can be comparative, budgeted
or both. Statements can cross company lines for consolidation purposes
or be only supporting schedules. Can include user defined ratios.
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