Understanding Cash Flow: Operating, Investing, and Financing

Cash flows from operating activities are primarily caused by activities that constitute the main source of company revenue, as well as other activities that cannot be classified as investment or financing activities. Operating cash flow is key because it demonstrates, from a financial standpoint, the company’s potential to meet its liquid fund needs through its core business operations.

Investing Activities

From a financial perspective, another group of activities is called investing activities. This

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Financial Accounting Key Concepts and Formulas

Chapter 1: Financial Act – Key Concepts

Financial Act: External users making decisions.

Relevance: Predictive, confirmatory, material.

Faithful Representation: Completeness, neutrality, free of error.

Enhancing Qualitative Characteristics: Comparability, verifiability (can you trace balance), timeliness, understandability (clear and concise).

Assumptions: Economic entity (separates unit from owners), going concern (continuing operations), monetary unit (no inflation), periodicity (history of financial

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Understanding Accounts and Notes Receivable: Recognition, Valuation, and Disposal

Understanding Receivables: A Comprehensive Guide

This document outlines the key aspects of receivables, including accounts receivable (A/R) and notes receivable (N/R), focusing on recognition, valuation, and disposal.

Three Types of Receivables

  • Accounts Receivable: Customer owes the company on account.
  • Notes Receivable: Written promise with collection of interest.
  • Other Receivables: Nontrade receivables, including interest loans, advances, and income taxes.

Key Issues with Accounts Receivable

  1. Recognizing
  2. Valuing
  3. Disposing

Recognizing

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Core Accounting Entries: Debits and Credits Illustrated

Recording Financial Transactions

Sales and Customer Receipts

  • Sales Transaction:
    Debit: Banks, Customers
    Credit: Sales, VAT Payable
  • Document Signing (Notes Receivable):
    Debit: Notes Receivable
    (Implied Credit: Accounts Receivable/Sales)
  • Remaining Client Balances (Open Account):
    Debit: Accounts Receivable
  • Total Sales Recognition:
    Credit: Sales
  • Payment Received (Notes Receivable):
    Debit: Bank/Cash
    Credit: Notes Receivable
  • Payment Received (Client Balance):
    Debit: Bank/Cash
    Credit: Accounts Receivable
  • Sales Return:
    Debit:
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Essential Accounting Formulas for Financial Statements

Balance Sheet Equations

Assets = Liabilities + Equity

Current Ratio = Current Assets / Current Liabilities

Net Accounts Receivable = Gross Accounts Receivable – Allowance for Uncollectibles

Allowance for Uncollectibles = Gross Receivables x Estimated Percentage

Net Realizable Value (NRV) = Accounts Receivable – Ending Allowance for Doubtful Accounts

Equity and Stock Transactions

Issuing stock increases Equity.

Common Stock Balance = Number of Shares Issued x Par Value per Share

Additional Paid-in Capital

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Cash Flow Statement: Activities, Methods & Preparation

Understanding Cash Flow Activities

It is important to first identify the resources generated or used by the business during the accounting period, classified into three main areas:

  • Cash generated by or used for operating activities.
  • Cash generated by or used for investment activities.
  • Cash generated by or used in financing activities.

Operating Activities Cash Flow

Cash flow from operating activities represents the cash generated from the main, regular income-producing activities of the business. These

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