Accounts Production Training - Full

This training is designed to show you how the accounts production workflows work and the different functionality available.

In this training plan not all videos will be relevant (particularly the notes) so please do only view those that are required for the accounts you are preparing today.  As you move along to the next client file, more of the recordings will be relevant for you, in which case you can return and view the required recordings in order to support your development.


The below training is split into different sections; General, Corporate accounts, Unincorporated accounts. 


General

  • Overview, star and unstar and importance of mapping - here ( 9 mins)
  • General section - Limited company - here (8 mins)
  • Reports section & PY comparative - here (11 mins)
  • Detailed profit and loss account - here (1 min)
  • Notes to the detailed P&L - here (2 min)
  • How to export - here (4 min)
  • Accounting policies - here (9 mins)

NOTE: this video covers a corporate company however the same principles apply for unincorporated, the accounting policies are just must more stripped down and basic as these type of accounts are not required to be submitted anywhere.


Corporate - Notes to the Accounts

  • Employee numbers, stock, cash & cash equivalents - Limited - here (4 mins)
  • Tax on profit -
  • Intangible Assets - Limited - here (2 mins)
  • Tangible Fixed assets - Limited - here (3 mins), **NEW** - TFA - accounting policy and note - full or minimum disclosure - here (1 min)
  • Fixed Asset Investments - here (3 mins)
  • Investment Property - here (1 min)
  • Debtors - here (1 min)
  • Creditors: amounts falling due within one year - here (1 mins)
  • Creditors: amounts falling due after more than one year - here (1 min)
  • Provisions for liabilities -
  • Share Capital - here (1 min)
  • Financial commitments - here (2 mins)
  • Related Party Transactions - here (3 mins)
  • Tax & Deferred Tax - Limited - here (11 mins)

Other areas (these do not come up very often)

  • Judgements & key sources of estimation uncertainty - here (1 min)
  • Dividends note - here (2 mins)
  • Financial instruments - here (1 min)
  • Off balance sheet arrangements - here (1min)
  • Events after the balance sheet date - here (1 min)

Rural specific

  • Biological Assets - here (6 mins)
  • Deep Dive into Biological Assets Register - here (4 mins)

Unincorporated - Notes to the Accounts

  • Profit allocation - here (2 mins)
  • Notes to the Profit and Loss Account - here (6 mins)
  • Intangible & Tangible assets - here (6 mins)
  • Investments - here (2 mins)
  • Stocks - here (5 mins)
  • Debtors - here (1 min)
  • Current liabilities - here (2 mins)
  • Long-term liabilities - here (1 min)
  • Capital and Current Accounts - here (2 mins)
  • Additional notes -

Rural specific

  • Gross Margin Summaries - Livestock and Crops - here (3 mins)
  • Other Income - here (2 mins)
  • Private Uses - here (2 mins)
  • Capital Herd - here (6 mins)
  • Deep Dive into Capital Herd Register - here (4 mins)


Please see best practice help article for Accounts Production linked below. This goes into more detail about our processes for Accounts Production at Johnston Carmichael.



NOTE: If there is anything in this help article that needs updated please get in touch with the Silverfin Experts.