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Documentation > MAC-PAC Reference Library > Financials > General Ledger > Key Concepts and Procedures > Year-End Processing > Year-End Journal Entry Reports

Year-End Journal Entry Reports

 

Because some governments require generation of a year-end journal entry report, you can generate them for your profit/loss accounts and your balance sheet accounts.  The report shows what the closing entries of the General Ledger profit/loss accounts would be if they were generated.  In addition, an option on Reference File category 144, Year-End Report, allows you to specify whether the report will also show what the closing and opening entries of the balance sheet accounts would be.

The Year-End Journal Entry Program (GL290E) creates fictitious transactions on the report that are used to zero the report balance.  Each transaction is only generated on the report, no transactions are written to the accounting transaction files.

For each company/location, you can define a year-end account/center on Reference File category 144.  When the year-end journal entry report is generated, this account/center is used as an earnings account in the fictitious transaction to zero each account.  You may specify an account/center other than your retained earnings account on the category.

You can generate either one or three reports, depending on how you set up Reference File category 144.  The Profit and Loss Accounts Ending Journal Report is always printed; however, you may elect to print the Balance Sheet Accounts Ending Journal and the Balance Sheet Accounts Beginning Journal reports.  In addition, you choose to print the reports in detail or summary by setting a flag on category 144. 

You may request either list or final reports on the Year-End Journal Report Request Screen.  However, once the Final Year-End Journal Report is run, you cannot enter prior-period adjustment journals.

A sample of the transactions generated for the Year-End Journal Entry Report (GL290A) is shown in the following illustration.

 

DATE    1/28/93                         ANDERSEN SOFTWARE EUROPE                                                      PAGE      1

  TIME   19:37:19                            BRUSSELS LOCATION                                                          CO     001

  REPORT GL290A                                                                                                         LOC    LMM

                                                                                              LIST

                                              YEAR END JOURNAL REPORT

                                             INCOME STATEMENT ACCOUNTS

                                                   YEAR  92

                                                                        BALANCE                  100,000.00              100,000.00

LINE      JRNL     ACCOUNT      CENTER               ACCOUNT

NUMBER    DATE     NUMBER       NUMBER               DESCRIPTION                            DEBIT                   CREDIT

--------- -------- ----------   ----------   -----------------------------             -----------------       -----------------

    58532  3/31/93 SALES                     SALES                                                 115.00                     .00

    58533  3/31/93 PL-CLOSE                  P/L CLOSING ACCT                                         .00                  115.00

    58534  3/31/93 DEPR-EXP-F                DEPRECIATION EXPENSE - FISCAL                            .00                   10.00

    58535  3/31/93 PL-CLOSE                  P/L CLOSING ACCT                                       10.00                     .00

    58536  3/31/93 EXPENSES                  EXPENSES                                                 .00                   50.00

    58537  3/31/93 PL-CLOSE                  P/L CLOSING ACCT                                       50.00                     .00

    58538  3/31/93 YTD-RE                    YTD RETAINED EARNINGS                                    .00                   55.00

    58539  3/31/93 PL-CLOSE                  P/L CLOSING ACCT                                       55.00                     .00

                                          TOTAL TRANSACTION DATE  3/31/93                       100,230.00              100,230.00


 

DATE    1/28/93                         ANDERSEN SOFTWARE EUROPE                                                      PAGE      2

  TIME   19:37:19                            BRUSSELS LOCATION                                                          CO     001

  REPORT GL290A                                                                                                         LOC    LMM

                                                                                              LIST

                                              YEAR END JOURNAL REPORT

                                            BALANCE SHEET ENDING ACCOUNTS

                                                   YEAR  92

                                                                        BALANCE                  100,230.00              100,230.00

LINE      JRNL     ACCOUNT      CENTER               ACCOUNT

NUMBER    DATE     NUMBER       NUMBER               DESCRIPTION                            DEBIT                   CREDIT

--------- -------- ----------   ----------   -----------------------------             -----------------       -----------------

    58540  3/31/93 A/R                       ACCOUNTS RECEIVABLE                                      .00                  115.00

    58541  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                      115.00                     .00

    58542  3/31/93 CASH                      CASH                                                     .00                  500.00

    58543  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                      500.00                     .00

    58544  3/31/93 DEPR-INV-F                DEPRECIATED INVENTORY - FISCAL                         10.00                     .00

    58545  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                         .00                   10.00

    58546  3/31/93 INVENTORY                 INVENTORY                                                .00                  950.00

    58547  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                      950.00                     .00

    58548  3/31/93 A/P                       ACCOUNTS PAYABLE                                      500.00                     .00

    58549  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                         .00                  500.00

    58550  3/31/93 CAPITAL                   CAPITAL                                             1,000.00                     .00

    58551  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                         .00                1,000.00

    58552  3/31/93 YTD-RE                    YTD RETAINED EARNINGS                                  55.00                     .00

    58553  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                         .00                   55.00

                                          TOTAL TRANSACTION DATE  3/31/93                       103,360.00              103,360.00


 

DATE    1/28/93                         ANDERSEN SOFTWARE EUROPE                                                      PAGE      3

  TIME   19:37:19                            BRUSSELS LOCATION                                                          CO     001

  REPORT GL290A                                                                                                         LOC    LMM

                                                                                              LIST

                                              YEAR END JOURNAL REPORT

                                          BALANCE SHEET BEGINNING ACCOUNTS

                                                   YEAR  92

                                                                        BALANCE                  103,360.00              103,360.00

LINE      JRNL     ACCOUNT      CENTER               ACCOUNT

NUMBER    DATE     NUMBER       NUMBER               DESCRIPTION                            DEBIT                   CREDIT

--------- -------- ----------   ----------   -----------------------------             -----------------       -----------------

    58554  3/31/93 A/R                       ACCOUNTS RECEIVABLE                                   115.00                     .00

    58555  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                         .00                  115.00

    58556  3/31/93 CASH                      CASH                                                  500.00                     .00

    58557  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                         .00                  500.00

    58558  3/31/93 DEPR-INV-F                DEPRECIATED INVENTORY - FISCAL                           .00                   10.00

    58559  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                       10.00                     .00

    58560  3/31/93 INVENTORY                 INVENTORY                                             950.00                     .00

    58561  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                         .00                  950.00

    58562  3/31/93 A/P                       ACCOUNTS PAYABLE                                         .00                  500.00

    58563  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                      500.00                     .00

    58564  3/31/93 CAPITAL                   CAPITAL                                                  .00                1,000.00

    58565  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                    1,000.00                     .00

    58566  3/31/93 ITD-RE                    ITD RETAINED EARNINGS                                    .00                   55.00

    58567  3/31/93 BS-CLOSE                  B/S CLOSING ACCT                                       55.00                     .00

                                          TOTAL TRANSACTION DATE  3/31/93                       106,490.00              106,490.00

 

           Year-End Report Samples (GL290A)