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  • 2 months ago
Dito po natin iseset yung Minimum Finance Charge ibig sabihin eto po yung pinaka amount na pwede natin isingil kahit napakaliit pa ng interest kung baga merong advance charge as bracket. Pwede din po natin iset ang grace period bago po mag umpisa mag compute si QuickBooks Desktop sa kanyang Interest ( Finance Charge).
Transcript
00:09Now, we can go to the finance charges.
00:11we can go to the settings for the changes
00:14to the preferences that we can use.
00:16Click it.
00:21Click the window of Assessed Finance Charge.
00:24Click the settings button.
00:28Now, we can go to the Pre-Prentices
00:30under the Finance Charge
00:33on the Company Pre-Prentices
00:35the annual interest rate percentage.
00:38In the previous lesson,
00:40we can go to the minimum finance charge
00:44and the grace period as days.
00:49Let's review the overview of the invoice
00:52of Janir Ramirez.
00:54Cancel ko muna ito.
00:55Balik tayo dito sa Assessed Finance Charges.
00:58Makikita nyo po,
00:59ito si Janir Ramirez.
01:00Meron pong overdue na 44,000.
01:03Sa ating previous lesson,
01:04sinabi ko po
01:04na kahit anong date pa ng inyong computer,
01:07tapos binago nyo yung assessment date,
01:10bibigyan tayo ng computation
01:11ni QuickBooks
01:13sa finance charges
01:14base po sa assessment date
01:15na sinet natin.
01:18Bibigyan po tayo ng computation
01:19ni QuickBooks
01:20dito sa ating finance charges
01:21base po sa assessment date
01:23na sinet natin.
01:24Kaya po naging 104,
01:26yung finance charges natin,
01:27nung sinet natin,
01:29nung July 10,
01:30dito sa ating assessment date.
01:33Tandaan ninyo,
01:34104.11
01:36at yung July 10,
01:382026.
01:39Kung baguhin ko to
01:41to August 1
01:42or August 29,
01:46from 104.11
01:48naging
01:501931.51.
01:52Base po yan sa annual rate
01:53na 5%.
01:55Ngayon po,
01:55tignan natin yung report natin
01:56kay Jenny Ramirez
01:57kung ano ba yung status
01:58ng invoice na ito.
02:01Punta po tayo sa minubar
02:02sa reports,
02:02tapos
02:04customers and receivables,
02:06tapos
02:06AR aging detail.
02:11Arrange ko lang to sandali.
02:13Ang invoice pala ni Jenny Ramirez
02:16ay tinansak nung December 22, 2025
02:19at dahil meron po itong 10 days na term
02:21after 10 days nung December 22, 2025,
02:24January 1, 2026
02:26yung last day nito sa kanyang terms.
02:28Kaya pagdating ng January 2,
02:30first day po yun ng kanyang overdue.
02:33Kaya po,
02:34dito sa AR aging detail na report,
02:36pareho po sa assess finance charges
02:38pag inalaw natin yung date nito
02:39at ibalik natin
02:41to January 2,
02:45tapos i-refresh natin,
02:47umakyat po yung invoice
02:48ni Jenny Ramirez
02:49at pumasok na po
02:50sa section ng 30 days.
02:52Tapos kung ibabalik natin to
02:54sa January 1,
02:57babalik po siya sa current.
02:58Pasok po siya ulit
02:59sa kanyang 10 days na term.
03:03Pero iset natin sa January 2
03:04para matandaan ninyo
03:06na ang January 2
03:08yung first day
03:08ng kanyang overdue.
03:12Tabi ko lang to,
03:14ipareho po natin
03:15dito sa assess finance charges.
03:16Gawin natin January 2.
03:22Ayan po.
03:25So first day po
03:26ng kanyang overdue
03:27which is January 2,
03:30ang computation po
03:32ay 0.55.
03:36So ganun po, 0.55
03:38yung first day na charge
03:39sa kanyang finance charges
03:42na 5%
03:43base po
03:44sa annual interest rate.
03:48Kung iset natin
03:49January 31,
03:51wala dito,
03:54lumalaki po
03:54yung kanyang finance charge.
03:58Dito na natin magagamit
03:59yung minimum finance charges.
04:01Kasi kunwari
04:02naliliitan kayo
04:03sa 16.44
04:04after 30 days.
04:06Kasi dito,
04:07sinet natin dyan
04:08January 31
04:09yung computation.
04:11Punta tayo dito
04:12sa settings na button.
04:16Tapos dito sa minimum
04:17finance charge,
04:18gawin natin 30.
04:23Tapos click natin
04:24yung OK.
04:25Kaya po ngayon
04:26si January Ramirez,
04:2730 na po
04:28yung minimum finance charge.
04:35After one month
04:36na February 28,
04:39doon lang po dumagtag
04:40ng kaunti
04:41yung kanyang finance charge.
04:43Ibig sabihin,
04:46January 2
04:49hanggang January 31,
04:5330 pesos po yung
04:54babayaran niya.
04:55Meron pong advance.
04:58Hindi na po,
05:00katunang walang minimum
05:00finance charge,
05:02napakaliit lang po.
05:0316.44
05:0516.44
05:14May butal po palagi.
05:17Kaya po,
05:18pwede tayo magset ng minimum charge
05:19para
05:20may counting advance
05:22yung pagsingil natin
05:23sa ating finance charges.
05:27Ayan po,
05:2830 kaagad.
05:29Ganun lang.
05:32Tapos,
05:33pagdating ng February
05:35or March,
05:36pwede na po
05:37to lumampas ng 30.
05:40So sa first month po,
05:42meron tayong minimum charge
05:43parang advance payment po.
05:45Parang ni-round off po
05:46yung buong buwan
05:46ng January.
05:49Kaya ganun lang po
05:49kasimple gamitin.
05:51Ito ang minimum finance charge.
05:55I-zero ko muna ito ulit.
05:57Tapos,
05:58dito naman tayo
05:58sa grace period days.
06:00Kunwari,
06:003 days yung ilalagay ko.
06:04Okay natin?
06:06Diba sabi ko sa inyo
06:08na January 1
06:09yung last day
06:10ng kanyang terms?
06:11So, January 2,
06:13doon na mag-umpisa
06:13mag-compete si QuickBooks
06:14sa kanyang finance charges.
06:16Pero ngayon,
06:17meron tayong 3 days
06:18na grace period
06:19o palugit.
06:21Baik tayo sa January 1.
06:23Kung January 1,
06:24wala po siya
06:25kasi nasa terms pa po siya.
06:27Ngayon po,
06:28dapat mayag na itong competition
06:29ngayong January 2.
06:32January 2 na,
06:33pero walang lumalabas.
06:35January 3,
06:38wala pa rin.
06:42January 4,
06:45wala pa rin.
06:49January 5 kaya?
06:52Meron na.
06:54Kasi,
06:55dahil po ito sa ating sinet
06:57na grace period.
06:58Imbis po kasi
06:59January 2 yung kanyang
07:00overdue,
07:00mag-umpisa mag-charge
07:01ng finance charge,
07:02nagset tayo ng 3 days
07:03na grace period
07:04o palugit.
07:05Kaya yung 3 days,
07:07dumagdag po
07:07sa kanyang overdue
07:08simula nung
07:10January 2,
07:11January 3,
07:12at January 4.
07:12Kaya ngayon,
07:14dahil nagset tayo ng
07:143 days na grace period,
07:16nadagdagan ng 3 days.
07:17Kaya simula
07:17nung January 2
07:18hanggang January 4,
07:20yan po yung 3 days
07:20na palugit,
07:21at naging January 5
07:22na yung kanyang
07:23overdue day.
07:25Pero sa assess finance charge
07:26lang po yan ha,
07:27kasi kung dito po
07:28sa ating report
07:29sa AR aging detail,
07:31January 2 pa rin,
07:32yung kanyang overdue,
07:33hindi January 5.
07:38Kaya yung pa po,
07:39yung mga iba pang preferences
07:40natin,
07:40dito sa ating finance charge.
07:42Kung makakatulong sa inyo
07:43yung minimum finance charge
07:44as advance,
07:45kunwari gusto nyo
07:46palakihin yung minimum
07:47finance charge,
07:48magset lang po kayo dyan.
07:49Itong grace periods
07:50naman,
07:51as days,
07:51nagdagdag po kayo ng palugit.
07:53So maie-extend po
07:54yung kanyang terms.
07:55Pero sa loob lang po yan
07:56ang finance charge,
07:57hindi po sa report
07:58natin sa ating aging.
08:01Idagdag ko na rin po,
08:02itong invoice bill date option.
08:04Pag ito po yung pinili natin,
08:06imbis sa due date
08:07mag-umpisa
08:08mag-compute si QuickBooks
08:09para po sa interest charge,
08:11mag-umpisa po siya
08:12nung tinansak natin
08:13yung invoice.
08:15Kaya po medyo mapapaaga
08:17yung pag-compute
08:18ni QuickBooks
08:18pag ito yung gagamitin natin.
08:20At medyo lalaki din
08:21yung finance charge natin.
08:27Ang galing ko muna
08:28itong grace period
08:29para gumana ito
08:30ng mabuti.
08:31Tapos click natin yung OK.
08:34Makikita natin dito,
08:36December 22
08:36kasi tinansak
08:37yung invoice
08:38ni Jenny Ramirez.
08:39Ngayon po,
08:41pag gawin natin
08:41itong December 23,
08:46may computation na kagal
08:48si QuickBooks
08:48which is hanggang January 1 pa
08:50yung kanyang terms
08:51na 10 days.
08:54Kaya dapat,
08:55January 2 yung computation niya.
08:57At dahil hindi due date
08:58yung sinet natin,
09:02nakaset po ito
09:03sa transaction date.
09:04Kaya after transaction date
09:06which is December 23,
09:09doon na po nagcompute
09:10si QuickBooks.
09:12Kaya kung gusto nyo itong
09:13option na ito,
09:14pwede din po.
09:15Magcharge po kaagad kayo
09:16na interest charge
09:17pagkatapos mag-invoice
09:18o pagkatapos mag-transact.
09:20Pero normally po,
09:22sa due date po kino-compute.
09:25Kaya yun po yung mga option
09:26na pwede din natin magamit
09:28gamit ang finance charges.
09:30Annual interest rate,
09:32minimum finance charge,
09:34grace period,
09:35at itong invoice bill date
09:37or due date
09:39sa calculate charges from.
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