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You are the audit senior for the audit of a large retail chain client. You are preparing the audit plan for accounts receivable. Annual sales

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You are the audit senior for the audit of a large retail chain client. You are preparing the audit plan for accounts receivable. Annual sales are approximately $200 million. At year end there were approximately 80 000 open accounts with total receivables of approximately $37 million. Individual balances rarely exceed $1,000, Due to the large volume of transactions, management has implemented extensive segregation of duties and frequent balancing of data during processing. You have determined that the company's general and system controls are considered to be very good. A complete record of each customer's account is stored on a relational database and includes the following information: Customer account number Credit limit (code for 8 credit lovels) Number of transactions this month Current month's payments Description of field contents Type of account (personal, corporate) Customer name and address Status code (active, inactive, bad debt) Current month's charges Total outstanding balance Aged balance over 60 days Aged balance over 120 days Year last active Total retums this year to date Total purchases last year Aged balance over 30 days Aged balance over 90 days Year account opened Total purchases this year to date Number of months active Number of months active last year Source transactions are store purchase involces, payments, and adjustments Daily, all the orders are received, entered into the computer, and processed against the customer master file. Each account is updated and automatically analyzed to determine whether the transactions just processed have created a condition that should be brought to the attention of the authorization or collection departments Exception reports are automatically printed and forwarded to these groups The company send monthly statements to customers on a cyclical basis. About 4000 statements are mailed each billing day. As the accounts are updated, the day's transactions are accumulated and added to the starting control figure for each cycle. The now control figures are balanced with the sum of all the individual accounts in the cycle (accumulated as each account is processed). In Total purchases last year Number of months active last year Source transactions are store purchase invoices, payments, and adjustments. Daily, all the orders are received, entered into the computer, and processed against the customer master file. Each account is updated and automatically analyzed to determine whether the transactions just processed have created a condition that should be brought to the attention of the authorization or collection departments. Exception reports are automatically printed and forwarded to these groups The company sends monthly statements to customers on a cyclical basis. About 4000 staternents are maited each billing day. As the accounts are updated the day's transactions are accumulated and added to the starting control figure for each cycle. The new control figures are balanced with the sum of all the individual accounts in the cycle (accumulated as each account is processed). In addition, a detailed transaction and cycle control report is prepared, providing an audit trail in customer account number sequence Required: Describe the audit procedures you would perform in your year-end audit work for this company's accounts receivable. For each audit test , state the relevant audit assertion() You are the audit senior for the audit of a large retail chain client. You are preparing the audit plan for accounts receivable. Annual sales are approximately $200 million. At year end there were approximately 80 000 open accounts with total receivables of approximately $37 million. Individual balances rarely exceed $1,000, Due to the large volume of transactions, management has implemented extensive segregation of duties and frequent balancing of data during processing. You have determined that the company's general and system controls are considered to be very good. A complete record of each customer's account is stored on a relational database and includes the following information: Customer account number Credit limit (code for 8 credit lovels) Number of transactions this month Current month's payments Description of field contents Type of account (personal, corporate) Customer name and address Status code (active, inactive, bad debt) Current month's charges Total outstanding balance Aged balance over 60 days Aged balance over 120 days Year last active Total retums this year to date Total purchases last year Aged balance over 30 days Aged balance over 90 days Year account opened Total purchases this year to date Number of months active Number of months active last year Source transactions are store purchase involces, payments, and adjustments Daily, all the orders are received, entered into the computer, and processed against the customer master file. Each account is updated and automatically analyzed to determine whether the transactions just processed have created a condition that should be brought to the attention of the authorization or collection departments Exception reports are automatically printed and forwarded to these groups The company send monthly statements to customers on a cyclical basis. About 4000 statements are mailed each billing day. As the accounts are updated, the day's transactions are accumulated and added to the starting control figure for each cycle. The now control figures are balanced with the sum of all the individual accounts in the cycle (accumulated as each account is processed). In Total purchases last year Number of months active last year Source transactions are store purchase invoices, payments, and adjustments. Daily, all the orders are received, entered into the computer, and processed against the customer master file. Each account is updated and automatically analyzed to determine whether the transactions just processed have created a condition that should be brought to the attention of the authorization or collection departments. Exception reports are automatically printed and forwarded to these groups The company sends monthly statements to customers on a cyclical basis. About 4000 staternents are maited each billing day. As the accounts are updated the day's transactions are accumulated and added to the starting control figure for each cycle. The new control figures are balanced with the sum of all the individual accounts in the cycle (accumulated as each account is processed). In addition, a detailed transaction and cycle control report is prepared, providing an audit trail in customer account number sequence Required: Describe the audit procedures you would perform in your year-end audit work for this company's accounts receivable. For each audit test , state the relevant audit assertion()

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