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    Trainee'S Progress Sheet: 1. Journalize Transactions (72 Hours)

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    Daniel Bravo
    The trainee, Jade C. Dela Cruz, is undergoing training for Bookkeeping NC III over 248 hours under trainer Joan D. Bravo. So far, the trainee has completed units on journalizing transactions, posting transactions, preparing trial balance, preparing financial statements, and reviewing internal control systems, receiving ratings of 90% or higher. The progress sheet tracks the training activities, duration, start and end dates, ratings and initials to document the trainee's progress.

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    Trainee'S Progress Sheet: 1. Journalize Transactions (72 Hours)

    Uploaded by

    Daniel Bravo
    190 views5 pages
    The trainee, Jade C. Dela Cruz, is undergoing training for Bookkeeping NC III over 248 hours under trainer Joan D. Bravo. So far, the trainee has completed units on journalizing transactions, posting transactions, preparing trial balance, preparing financial statements, and reviewing internal control systems, receiving ratings of 90% or higher. The progress sheet tracks the training activities, duration, start and end dates, ratings and initials to document the trainee's progress.

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    1.4 Swbl Progress Sheet

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    The trainee, Jade C. Dela Cruz, is undergoing training for Bookkeeping NC III over 248 hours under trainer Joan D. Bravo. So far, the trainee has completed units on journalizing transactions, posting transactions, preparing trial balance, preparing financial statements, and reviewing internal control systems, receiving ratings of 90% or higher. The progress sheet tracks the training activities, duration, start and end dates, ratings and initials to document the trainee's progress.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    190 views5 pages

    Trainee'S Progress Sheet: 1. Journalize Transactions (72 Hours)

    Uploaded by

    Daniel Bravo
    The trainee, Jade C. Dela Cruz, is undergoing training for Bookkeeping NC III over 248 hours under trainer Joan D. Bravo. So far, the trainee has completed units on journalizing transactions, posting transactions, preparing trial balance, preparing financial statements, and reviewing internal control systems, receiving ratings of 90% or higher. The progress sheet tracks the training activities, duration, start and end dates, ratings and initials to document the trainee's progress.

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    © All Rights Reserved
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    TRAINEE’S PROGRESS SHEET

    NAME : Jade C. Dela Cruz TRAINER : Joan D. Bravo

    QUALIFICATION : Bookkeeping NC III NOMINAL DURATION : 248 Hrs.

    Units of Date Date Supervisor’s


    Training Activity Training Duration Rating Trainee’s Initial
    Competency Started Finished Initial
    CORE COMPETENCIES
    1. Journalize Transactions (72 hours)
    1.1 Prepare chart Preparing List of Asset, 24 hrs Dec 1, Dec 3, J.C.D J.D.B
    of accounts liability, equity, income, 2021 2021 90
    and expense in accordance
    with industry practices

    Preparing accounting
    manual in accordance
    with industry practice

    1.2 Analyze Checking and verifying 24 hrs Dec 4, Dec 7,


    documents documents in accordance 2021 2021
    with verification and
    validation processes

    Selecting Account titles in


    accordance with standard
    selection processes
    1.3 Prepare Dec 8, Dec 10,
    Journal Entry Preparing Journals in 24 hrs 2021 2021
    accordance with industry
    practice and GAAP/PFRS
    for transactions and
    events

    Determining Debit and


    Credit accounts in
    accordance with chart of
    accounts
    Preparing explanation of
    journal entries in
    accordance with the
    nature of transactions
    with 100% accuracy

    2. Post transactions (48 hours)


    2.1 Prepare ledger Preparing ledger for the 24 hrs. Dec 13, Dec 15, 90
    list of assets, liability, 2021 2021
    equity, income and
    expense account titles in
    accordance with the chart
    of accounts
    2.2 Transfer Transferring Journal 24 hrs.
    Journal Entries entries in chronological
    Dec 16, Dec 17,
    order
    2021 2021
    Posting are done with
    100% accuracy
    2.3 Summarize Adding Debit and Credit
    ledger for each ledger account 24 hrs.
    correctly Dec 20, Dec 21,
    2021 2021
    Extracting balances with
    100% accuracy

    3. Prepare trial balance (16 hrs)


    3.1 List of account Listing of Asset, liability, 8 hours Dec 22, Dec 22, 90
    titles equity, income and 2021 2021
    expense account titles
    in accordance with
    Chart of accounts
    3.2 Transfer Transferring balances of 8 hours Dec 23, Dec 23,
    balances from the Asset, liability, equity, 2021 2021
    ledger income and expense
    account titles in
    accordance with Chart of
    accounts
    3.3 Summarize Debit and Credits are
    Trial Balance totaled with 100%
    accuracy

    Extracting Trial Balance


    with 100% accuracy

    4. Prepare Financial Statements (16 hours)


    4.1 Prepare Preparing worksheet using Dec 27, Dec 27, 90
    financial prescribed format 2021 2021
    statements
    Preparing the following
    using prescribed format;
    8 hours
    - Income statement
    - Balance sheet
    statement
    - Statement of Cash
    flows
    Statement of Changes and
    equity
    Analyzing financial
    4.2 Analyze statements in accordance
    Finiancial with prescribed format
    Statements 8 hours Dec 28, Dec 28,
    2021 2021
    Preparing report on
    financial analysis in
    accordance with Industry
    requirements
    5. Review Internal Control System (16 hrs )
    Preparing and updating 8 hrs Dec 29, Dec 29, 90
    5.1 Check policy internal control manual in 2021 2021
    compliance accordance with industry
    practice

    Checking and validating


    Compliance in accordance
    with the internal control
    system
    Preparing policy
    5.2 Prepare policy compliance reports in
    compliance report accordance with internal
    control system

    Submitting policy 8 hrs


    Dec 30, Dec 30,
    compliance reports to 2021 2021
    management for validation

    Filing of Policy compliance


    for future reference
    ACHIEVEMENT CHART

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