Automated Accounting - SW
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Accounting Equation
Analyzing Transactions ALOE
Analyzing Transactions REW
Journalizing
Posting
Work Sheet
Financial Statements
Adjusting/Closing Entries
Journ Purch./Cash Pay.
Journ. Sales/Cash Receipts
Posting II
Payroll Records
Payroll Accounting
Work Sheet II
Financial Statements II
Recording Adj/Closing Entries
Purchases/Cash Pymts
Sales/Cash Receipts
Uncollectible Accounts
Plant Assets
Inventory
Notes and Interest
Automated Accounting - SW
Automated Accting - G
Cash Control/Banking
Federal Taxes
Wisconsin Taxes
Tom Jacobson

EVANSVILLE COMMUNITY SCHOOL DISTRICT

UNIT PLAN

 

UNIT TITLE:     Automated Accounting Introduction

GRADE/COURSE/SUBJECT:   Accounting I

LENGTH OF UNIT:   One week (three days)

 

 

Unit Essential Understandings, Concepts, “Big Ideas”:

 

Knowledge and hands-on experience in integrating accounting with other business applications

Provide hands-on approach to learning how modern accounting systems function

 

 

 

 

Content Standards:

Apply current information systems/technology as they relate to personal and business decision-making in light of ethical and social issues.

Use financial procedures to make decisions about planning, organizing, and allocating resources

 

 

 

 

 

 

Grade Level Performance Standards:

B.BS.1  Diagnose and solve problems related to the operation of computer equipment

B.BS.5  Use data to create information to solve business problems

B.BS.14 Generate business forms

C.BS.1  Identify, prepare, and analyze financial statements

C.BS.7  Use technology to maintain, manipulate, and report financial information

 

 

Unit Assessment:

 

Perform Automated Accounting installation and start-up procedures

Perform operating procedures related to using menu bar and toolbar items.

 

 

 

 

 

 

 

Thinking Skills:

Essential Knowledge And Skills:

Identify components of drop-down menu items in automated accounting

Explain the procedure (order) to obtain a printed copy of a report

Demonstrate the use of the five planning tools in automated accounting

Construct the general journal input form

Enter and correct general journal transactions

 

 

 

Understanding of the accounting equation

Understanding of the accounting cycle

 

 

Instructional Strategies:

 

Day One

 

Materials Needed: 

Seating chart      Attendance Sheet        Student computer stations

Automated Accounting Software              Automated Accounting text

Teacher computer with overhead projector

 

Objectives:

Students should be able to describe the capabilities of Automated Accounting 7.0 including general ledger, accounts payable, accounts receivable, financial statement analysis processing, bank reconciliation, plant assets, order processing, inventory, and payroll.

 

Students will demonstrate navigation of the menu items of Automated Accounting 7.0

 

 

Lesson Sequence:

1.  Discuss automation of everyday tasks. Word processing, touchtone telephones, etc. connect with the automation of the accounting process (5-10 min)

2.  Demonstrate with overhead projector how to launch Automated Accounting. Show students how to select a data file and log in. Be sure to show students how the program will not bring up a full screen, but will wait for the next command. (5 min)

3.  Demonstrate how to navigate the tool bar and window tabs. Hold the mouse pointer over each item several times to show students how to receive a short explanation of each item. (5min)

4.  Guided practice. Have each student launch  Automated Accounting, log in, and open a data file. (10 min)

5.  Demonstrate the save, save as, and exit buttons on the menu bar. Explain the difference between save and save as. Also remind students of the importance of saving their work often. (5-10 min)

6.  Guided practice. Have students use save as to name and save their open file. Then have the students exit the program.  (5 min)

7.  Independent practice. Have students launch Automated Accounting again, log in, and find the file they saved. When they find the file, have them exit and log out. (5 min)


Day two

 

Materials Needed: 

Seating chart      Attendance Sheet        Student computer stations

Automated Accounting Software              Automated Accounting text

Teacher computer with overhead projector

 

Objectives:

 

Students will demonstrate navigation of the menu items of Automated Accounting 7.0

Students will access and use Automated Accounting tools (help menu, on-screen calculator, and college planner)

 

Lesson Sequence:

 

1.  Review day one with students launching Automated Accounting, logging in, and accessing the tutorial data file (aa01-t). circulate and give guidance to students who have difficulty (5 min)

2.  Using overhead projector, demonstrate how to access the Data menu, and within that menu, the college planner. Point out that the college planner can be used for calculating annual contributions needed to fund college education, and that students can enter data that resembles their situation. Next access the savings planner and point out to students the savings planner can be used to project an amount of savings based on given interest rate and principal contribution. (10 min)

3.  Guided practice. Have students access the Data menu and the college planner. Have them complete the guided practice exercise monitoring their progress and checking their answers. (10 min)

4.  Guided practice. Have students access the savings planner in the data menu. Have them complete the guided practice exercise monitoring their progress and checking their answers. (10 min)

5.  Demonstrate the access to the onscreen calculator. Have students work through the multiplication table getting to know the calculator. Remind the * is the symbol for multiplication. Have students use 100 as a base and practice subtracting and adding whole numbers to get a feel for the calculator’s possibilities (10 min)

6.  Have students log out and close Automated Accounting


Day Three

 

Materials Needed: 

Seating chart      Attendance Sheet        Student computer stations

Automated Accounting Software              Automated Accounting text

Teacher computer with overhead projector

 

Objectives:

 

Students will demonstrate navigation of the menu items of Automated Accounting 7.0

Students will access and use Automated Accounting reports, and copy to spreadsheet or word processing software

 

Lesson Sequence:

 

1.  Using overhead projector, demonstrate how to access the reports in Automated Accounting. Point out the different choices and how to select a report. Choose and display the trial balance. (5min)

2.  Guided practice. Have students launch Automated Accounting and Excel. Accessing the Tutorial file, have students access the trial balance, copy, and paste into the excel spreadsheet. Monitor and assist students as they perform this. (10 min)

3.  Independent practice/assessment. Have students complete tutorial problem 1-t (30 min)

 

 

 

1-UnitPlan.doc  2-15-00