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Accounting Notes Powerpoint

Transcript: 2nd Period Introduction to Accounting Maya Torres The Basic Accounting Equation Assets = Liability + Owner's Equality The Basic Accounting Equation What is the purpose of accounting? The main purpose of accounting is to prepare financial reports that provide information about a person/buiseness's performance. What is the purpose of accounting? Assets Definition: A resource with economic value Example: Owning property to generate extra money Assets Liabilities Definition: A thing of which someone is responsible, especially financial obligations Example: A debt Liabilities Owner's Equity Definition: The ammount of liabilities subtracted by the ammount of assets Example: The ammount of money your land generates, minus the debt you owe to the person who sold you the land Owner's Equity Simplified Version of Basic Accounting Formula Liabilities = Assets - Owner's Equity Simplified Version of Basic Accounting Formula Credit and Debit Credit: A record of an ammount received, usually on the right side of an account. Debit: A record of an ammount owed, usually on the left side of an account Credit and Debit Account Title Credit Debit Financial Statements A formal record of monetary actions of a person or buisness Financial Statements Balance Sheet: A statement of assets and liabilities of a specific buisness or other organization Income Statement: A statement that measures a companies financial performance over a specific accounting period Financial Statements Review Questions What are debits and credits? Debits and credits are statements going into an account listing the ammount received (credits) and the ammount owed (debits). Review Questions What are the basic account types? The basic account types are assets, liabilities, expensense, and income. Review Questions What is an income statement? An income statement is a statement that measures a companies financial performance over a specific accounting period Review Questions What is a balance sheet? A balance sheet is a statement of assets and liabilities of a specific buisness or other organization. Review Questions

NOTES TEMPLATES

Transcript: Consumer Loans Operantion - Funding: Notes Templates The template project Goal * The goal is for our department is to achieve consistent and efficient communication in the loan funding process. We hope to accomplish this by creating templates containing the essential key information required for funding our loans. Hopefully, the templates will reduce funding delays caused by missing information in applications and, consequently, improve on our members' experience. Tasks with templates: Types of Templates POI queue Reviewer Ready to Fund ESig Others: Calls and Credit Card emails POI QUEUE POI queue **POI queue: Income verified with POI attached. Sent Mbr Income Verification Email to fund online. **POI queue: Income did not verify as stated. Pls review and advise. **POI queue:VFd income with paystub attached. Stip remaining sent Mbr Income Validated Additional Stipulations Remaining. *POI queue: Income verified with paystub attached. Pls proceed with limit/rate increase on credit card. **POI queue: Mbr attached W2, unable to VF income. No PDD on file. Sent Mbr the Updated Documents Required Email. **PENDING QUEUE: Still need paystubs to proceed with app. Emailed mbr to advise. Queued app to pending Member response. Reviewer Reviewer **Reviewer Called and spoke with mbr. Mbr is aware of pending items. Mbr will email items to myloan inbox and call us back. FRANCHISE DEALER PURCHASE ATTACHED AND VFD: PO, TERMS, STIPS MISSING: OR **Reviewer Called mbr at (xxx)xxx-xxxx and Lft VM advising mbr to call us back. Sent Dealer Purchase template email. FRANCHISE DEALER PURCHASE ATTACHED AND VFD: PO, TERMS, STIPS Key documents: Docs required FRANCHISE DEALER PURCHASE ATTACHED AND VFD: PO, TERMS, STIPS LEASE BUYOUT ATTACHED AND VFD: LBO, AUTH, REG, TERMS, STIPS EXTERNAL REFINANCE ATTACHED AND VFD: PAYOFF, AUTH, REG, TERMS, STIPS INTERNAL REFINANCE ATTACHED AND VFD: REG (IF THERE ARE REG CHANGES), TERMS, STIPS PERSONAL LOAN - PAY DIRECT ATTACHED AND VFD: LENDER STMTS, TERMS, STIPS PERSONAL LOAN - EDU PURPOSE ATTACHED AND VFD: SELF CERT, TERMS STIPS HIGHER EDUCATIONAL LOAN ATTACHED AND VFD: SELF CERT, PROOF OF ENROLLMENT, TERMS STIPS SPECIAL CURRICULUM LOAN ATTACHED AND VFD: SELF CERT, PROOF OF ENROLLMENT, TERMS STIPS CREDIT CARD ATTACHED AND VFD: CCR (IF APPLICABLE), TERMS, STIPS PPP W/O LIEN ATTACHED AND VFD: REG, TITLE, TERMS, STIPS. PPP W/ LIEN ATTACHED AND VFD: PAYOFF, AUTH, REG, TERMS, STIPS. Disbursement note example: Ready to Fund #(APP NUMBER) DISBURSEMENT NOTES - FRANCHISE DEALER PURCHASE DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/GAP/MRC VIA DOCUSIGN AMOUNT FINANCED: $XX,XXX.XX MONEY ALOCATED? $XX,XXX.XX INTO S01 $495.00 INTO GL – GAP $X,XXX.XX INTO GL – MRC ISSUE THE FOLLOWING: $XX,XXX.XX DEALER'S NAME RE: VIN# RE: Vehicle - YEAR, MAKE, MODEL RE: MEMBERS' NAMES FEDEX CHECK TO: DEALER'S NAME DEALER'S ADRESS DEALER'S ADRESS DEALER'S PHONE # Additional Notes: *PLEASE, INCLUDE ***** (ATTACHED) WITH CHECK. TYPES OF TEMPLATES 12 Disbursement notes templates: 1- DP - FRANCHISE 2- DP - NON-FRANCHISE 3- LEASE BUY-OUT 4- EXTERNAL REFINANCE 5- INTERNAL REFINANCE 6- CASH-OUT REFINANCE 7- PPP W/ LIEN 8- PPP W/I LIEN 9- PL 10- PL - PAYDIRECT 11- PL - EDU LOAN W/ PAYOFF 12- PL- EDU LOAN W/O PAYOFF DISBURSEMENT NOTES - FRANCHISE DEALER PURCHASE DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/GAP/MRC VIA DOCUSIGN AMOUNT FINANCED: $XX,XXX.XX MONEY ALOCATED: $XX,XXX.XX INTO S01 $495.00 INTO GL – GAP $X,XXX.XX INTO GL – MRC ISSUE THE FOLLOWING: $XX,XXX.XX DEALER'S NAME RE: VIN# RE: Vehicle - YEAR, MAKE, MODEL RE: MEMBER'S NAME FEDEX CHECK TO: DEALER'S NAME DEALER'S ADRESS DEALER'S ADRESS DEALER'S PHONE # Additional Notes: *PLEASE, INCLUDE ***** (ATTACHED) WITH CHECK. 1 2 DISBURSEMENT NOTES - NON-FRANCHISE DEALER PURCHASE DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/GAP/MRC VIA DOCUSIGN AMOUNT FINANCED: $XX,XXX.XX MONEY ALOCATED: $XX,XXX.XX INTO GL - DRAFT $495.00 INTO GL – GAP $X,XXX.XX INTO GL – MRC Additional Notes: -PLEASE, EMAIL DRAFT LETTER TO THE FOLLOWING: DISBURSEMENT NOTE: INTERNAL REFINANCE DOCS SENT VIA DOCUSIGN: LL/WAIVER/PSP/POA/DMV DISC/GAP/MRC VIA DOCUSIGN AMOUNT FINANCED: $XX,XXX.XX MONEY ALOCATED: $XX,XXX.XX INTO S01 $15.00 INTO GL- MVSC $25.00 INTO GL- MVSCFEE $495.00 INTO GL – GAP $XXX.XX INTO GL – MRC PAYOFF L00 $X,XXX.XX W/ EFF DATE XX/XX/2023 CHANGE ECOA COMMENTO TO "AS" UNDER L00 (APPLICABLE FOR AUTO PAYOFF, ONLY) Additional Notes: *Please, Queue the app to the DMV checklist queue. 3 Disbursement Notes - Special curriculum (EDU W/ PAYOFF) DOCS SENT VIA DOCUSIGN: LL/PSP/W9 AMOUNT FINANCED: $X,XXX.XX MONEY ALLOCATED: $X,XXX.XX TO ED LOAN GL ON XX/XX/2023 (after 3rd day), PLS PROCEED AS FOLLOWS: DEBIT ED LOAN GL $X,XXX.XX DEP FUNDS $X,XXX.XX TO S70 PAYOFF L00 $X,XXX.XX W/ EFF DATE XX/XX/2023 LEAVE REMAINING AMOUNT IN MBR'S S70 $X,XXX.XX Additional Notes: *SELF CERT SENT VAI DOCUSIGN WITH FINAL LOAN DOCS 4 5 DISBURSEMENT NOTES - EDU PL - no payoff required DOCS SENT VIA DOCUSIGN: LL/PSP/W9 Amount financed: $XX,XXX.XX into

PowerPoint Game Templates

Transcript: Example of a Jeopardy Template By: Laken Feeser and Rachel Chapman When creating without a template... http://www.edtechnetwork.com/powerpoint.html https://www.thebalance.com/free-family-feud-powerpoint-templates-1358184 Example of a Deal or No Deal Template PowerPoint Game Templates There are free templates for games such as jeopardy, wheel of fortune, and cash cab that can be downloaded online. However, some templates may cost more money depending on the complexity of the game. Classroom Games that Make Test Review and Memorization Fun! (n.d.). Retrieved February 17, 2017, from http://people.uncw.edu/ertzbergerj/msgames.htm Fisher, S. (n.d.). Customize a PowerPoint Game for Your Class with These Free Templates. Retrieved February 17, 2017, from https://www.thebalance.com/free-powerpoint-games-for-teachers-1358169 1. Users will begin with a lot of slides all with the same basic graphic design. 2. The, decide and create a series of questions that are to be asked during the game. 3. By hyper linking certain answers to different slides, the game jumps from slide to slide while playing the game. 4. This kind of setup is normally seen as a simple quiz show game. Example of a Wheel of Fortune Template https://www.teacherspayteachers.com/Product/Wheel-of-Riches-PowerPoint-Template-Plays-Just-Like-Wheel-of-Fortune-383606 Games can be made in order to make a fun and easy way to learn. Popular game templates include: Family Feud Millionaire Jeopardy and other quiz shows. http://www.free-power-point-templates.com/deal-powerpoint-template/ Quick video on template "Millionaire" PowerPoint Games Some games are easier to make compared to others If users are unsure whether or not downloading certain templates is safe, you can actually make your own game by just simply using PowerPoint. add logo here References Example of a Family Feud Template PowerPoint Games are a great way to introduce new concepts and ideas You can create a fun, competitive atmosphere with the use of different templates You can change and rearrange information to correlate with the topic or idea being discussed. Great with students, workers, family, etc. For example: With games like Jeopardy and Family Feud, players can pick practically any answers. The person who is running the game will have to have all of the answers in order to determine if players are correct or not. However, with a game like Who Wants to be a Millionaire, the players only have a choice between answers, A, B, C, or D. Therefore, when the player decides their answer, the person running the game clicks it, and the game will tell them whether they are right or wrong.

office 365

Transcript: Microsoft Office 365 The Basics office 365 offers different features The Basics Apps Apps offered the apps offered on microsoft are teams, word, excel, powerpoint, outlook, onedrive, and onenote Microsoft Teams Microsoft teams Allows users to collaborate with others via video conferencing, meetings, and chats It is free for unlimited group meetings for up to 30 hours Up to 300 participants in a meeting Although teams and zoom is similar, teams offers longer meeting times for free Microsoft word Word Word offers different templates such as blank templates, apa formats, mla formats, and more Allows you to insert imagines, change fonts, set page layouts, etc. Word is the most commonly used processor software accessable through online or through computer Microsoft Excel Excel Excel enables users to format, organzie or calculate data using data in this format makes it easier for users to view information there are premium spreadsheets available excel is easy to learn and use PowerPoint PowerPoint powerpoint is a presentation software offers many templates for different slideshows premium templates are provided free to use & easy to use easy to share and collaborate with others Outlook free personal email that connects to office 365 has many features such as copying links, sharing links, uploading images & videos offers folders to organize emails Outlook Onedrive Onedrive onedrive allows users to share and synchronize their files any files saved to one drive goes to the cloud files are private until shared to others doesnt take up space on computer or phone OneNote Onenote onenote is a digital note taking feature that is easy to organize has different templates for free can handwrite on the notes can take notes for you by using "record audio" Pricing Office 365 offers different plans and pricing for personal use and businesses family plans are $9.99 a month Pricing Microsoft 365 vs Google Workspace Compare Microsoft is cheaper Microsoft holds more storage offers free storage up to 30 GB offers more templates Microsoft allows you to download the app on your phone Video

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