Uyenza kanjani ibhalansi yesilingo ngezinyathelo ezi-5

Kwesinye isikhathi, izimali zebhizinisi zingazizwa njengendida engapheli. Cabanga nje ulandelela imali engenayo, ukhokha izindleko, futhi uqinisekise ukuthi yonke into iyahlangana, uthole iphutha ezincwadini zakho elilahla yonke into.

Ngokuvumelana ne isifundo kusuka eNyuvesi yase-Indiana, u-60% wamaphutha e-accounting avela emaphutheni ayisisekelo okugcina amabhuku. Kodwa kulapho amabhizinisi amaningi esebenzisa khona ibhalansi yesilingo. Kuyithuluzi elilula kodwa elinamandla elikusiza ukubamba amaphutha ngaphambi kokuthi abe izinkinga ezinkulu.

Kucabange njengendawo yokuhlola yezezimali, uqinisekise ukuthi idola ngalinye libalwa ngaphambi kokuqhubekela phambili. Ufuna ukubheka kabanzi ukuthi iyini ibhalansi yesilingo? Qhubeka ufunda ukuze ufunde kabanzi mayelana nokuthi ibhalansi yesilingo isebenza kanjani nokuthi kungani kufanele uyikhathalele (ngisho noma usebenzisa isofthiwe yokubala).

Okuqukethwe
Iyini ibhalansi yesilingo?
    Kungani ibhalansi yesilingo ibalulekile?
Ibhalansi yesilingo isebenza kanjani?
Ibhalansi yesilingo ihlanganisani?
Ibhalansi yesilingo iqhathaniswa neshidi lebhalansi: Uyini umehluko?
Kufanele ulungiselele kangaki ibhalansi yesilingo?
Ubani osebenzisa ibhalansi yesilingo?
Ilungiswa kanjani ibhalansi yesilingo (isinyathelo ngesinyathelo)
    Isinyathelo 1: Bala amabhalansi e-akhawunti
    Isinyathelo sesi-2: Dlulisela amabhalansi kubhalansi yesilingo
    Isinyathelo sesi-3: Engeza amakholomu akho emali edonswayo nawekhredithi
    Isinyathelo sesi-4: Hlola amaphutha uma ingqikithi ingahambisani
    Isinyathelo sesi-5: Vala ibhalansi yesilingo
Amathiphu okuqinisekisa ukunemba kubhalansi yesilingo sakho
Ukuhlanganisa

Iyini ibhalansi yesilingo?

Ibhalansi yesilingo iwumbiko wezezimali obala wonke ama-akhawunti ebhukwini lakho elivamile, obonisa amabhalansi awo edebhithi nekhredithi. Akusona isitatimende sezimali esisemthethweni (okungakho igama elithi “isivivinyo”) kodwa iyithuluzi langaphakathi lokuhlola ukuthi izincwadi zakho zibhalansile yini.

Uma isamba sakho esidonswayo silingana nesamba sekhredithi, halala! Ama-akhawunti akho abhalansisiwe. Uma bengakwenzi, lokho kuyinkomba yakho yokuthola nokulungisa iphutha ngaphambi kokuba ulungise izitatimende zezimali noma ubhekane nokuhlolwa kwamabhuku.

Kungani ibhalansi yesilingo ibalulekile?

• Ithola amaphutha okugcina imali ngaphambi kwebhola leqhwa

• Iqinisekisa ukuthi izitatimende zakho zezimali zinembile

• Ikusiza ukuthi ubone okwenziwayo okushodayo noma okuyimpinda

• Yehlisa ingcindezi ngaphambi kocwaningomabhuku noma ukufakwa kwentela

Ibhalansi yesilingo isebenza kanjani?

Uma usebenzisa i-accounting ephindwe kabili, konke okwenziwayo kunezingxenye ezimbili—idebhithi nekhredithi—okufanele zihlale zibhalansi. Isibonelo, uqopha okokuqala okwenziwayo uma kwenzeka futhi ukubuyekeze futhi uma uthola inkokhelo. Khumbula ukuthi wonke ama-akhawunti akuleli rekhodi kufanele alingane aze afike kuziro.

Uma isamba samadebhithi namakhredithi engafani, unenkinga edinga ukulungiswa. Okubaluleke nakakhulu, ibhalansi yesilingo iwukufinyezwa okuhlukile kwakho konke okwenziwayo kusuka kubhukwana yakho evamile, ekusiza ukuthi uhlole ukuthi yonke into ihlangana kahle namarekhodi anembile.

Ibhalansi yesilingo ihlanganisani?

Umbiko webhalansi yesilingo uqukethe amakholomu amathathu ayinhloko:

• Amagama e-akhawunti: Ibala wonke ama-akhawunti, isb, izimpahla, izikweletu, imali engenayo, kanye nezindleko.

• Ibhalansi yedebhithi: Ibonisa inani lemali edonswayo ku-akhawunti ngayinye.

• Ibhalansi yekhredithi: Ibonisa isamba sekhredithi ye-akhawunti ngayinye.

Ibhalansi yesilingo iqhathaniswa neshidi lebhalansi: Uyini umehluko?

Abantu bavame ukudida ibhalansi yesilingo neshidi lebhalansi, kodwa bafeza izinjongo ezihlukile. Ibhalansi yesilingo iyithuluzi langaphakathi lokuhlola ukuthi ama-akhawunti abhalansile yini. Ngokuphambene, ishidi lebhalansi liyisitatimende sezimali esiyisihluthulelo esinikeza isifinyezo sempilo yomnotho yenkampani iyonke.

Amabhizinisi kufanele enze amaphepha ebhalansi minyaka yonke futhi abelane ngawo nabatshalizimali bezikhungo zezezimali, okubenza babaluleke kakhulu ekuphatheni izimali zabo. Ngakolunye uhlangothi, ibhalansi yesilingo isiza nje ekuhloleni kwangaphakathi.

Kufanele ulungiselele kangaki ibhalansi yesilingo?

• Cabangela ukulungiselela okungenani ishidi lebhalansi yesilingo esisodwa saso sonke isikhathi sokubika (nyanga zonke noma ngekota).

• Lungiselela ibhalansi yesilingo noma nini lapho usola iphutha le-accounting.

• Ibhalansi yesilingo ingasiza ngaphambi kokulungiselela izitatimende zezimali noma izintela.

Qaphela: Uma uvame ukulungiselela ibhalansi yesilingo, mancane amathuba okuthi amaphutha anqwabelene.

Ubani osebenzisa ibhalansi yesilingo?

Ochwepheshe bezezimali kanye nokugcinwa kwamabhuku basebenzisa ibhalansi yesilingo ukuze bahlole amarekhodi ezimali enkampani. Nakuba isofthiwe yesimanje yokubala isiza ukunciphisa amaphutha, izilinganiso zesilingo zisabalulekile ekubuyekezweni kwangaphakathi.

Isibonelo, abaphathi abakhulu bangathola imibiko yebhalansi yesilingo iwusizo ngoba isiza ukukhombisa ulwazi olubalulekile lwezezimali. Ngokunjalo, amathimba wokubala athembele kuwo ukuze abuyekezwe njalo noma abone amaphutha angenzeka.

Ilungiswa kanjani ibhalansi yesilingo (isinyathelo ngesinyathelo)

Isinyathelo 1: Bala amabhalansi e-akhawunti

Amabhizinisi aqopha konke okwenziwayo ebhukwini elivamile, abela ngalinye ukubhala kwejenali futhi akuxhumanise ne-akhawunti efanele. Kulapho ulwazi oluningi lwebhalansi yesilingo luvela khona.

Ngokuya ngesistimu yakho yokubala, kungase kudingeke uhlanganise izindleko ezihlukene kanye nemithombo yemali engenayo. Isibonelo, i-akhawunti yakho ekhokhelwayo ingase ibe nemisebenzi embalwa emincane ongayihlanganisa ngaphambi kokudlulisela isamba kubhalansi yakho yesilingo.

Ukwengeza, amabhizinisi kufanele avale ibhalansi ngayinye ukuze agcine egxile ezikhathini ezithile, ngokuvamile umjikelezo wawo wokubala (ngenyanga noma ngekota). Kodwa-ke, bangaphinda babuyekeze ibhalansi yabo isikhathi esifushane lapho kudingeka.

Isinyathelo sesi-2: Dlulisela amabhalansi kubhalansi yesilingo

Okulandelayo, hambisa amabhalansi okuvala ebhukwini lakho elijwayelekile uwayise kubhalansi yesilingo, uqinisekise ukuthi wonke ama-akhawunti ayafana phakathi kwakho kokubili. Rekhoda isamba sekhredithi kukholamu engakwesobunxele (eduze kwamagama e-akhawunti) kanye nesamba semali edonswayo kukholamu engakwesokudla.

Nakisisa lapha! Kulula ukurekhoda amanani kukholamu engalungile noma ngaphansi kwe-akhawunti engalungile. Ngisho nephutha elincane lingalahla yonke ibhalansi yesilingo sakho, lichithe isikhathi uzama ukuthola nokulungisa iphutha.

Isinyathelo sesi-3: Engeza amakholomu akho emali edonswayo nawekhredithi

Hlanganisa wonke amabhalansi akho esikweletu nedebhithi. Uma ulandele izinyathelo ngendlela efanele, lokhu kufanele kube inqubo esheshayo neqondile. Uma usebenzisa isofthiwe yesipredishithi njenge-Microsoft Excel, ungasebenzisa ifomula ukuze ukwenzele okufanayo ngokuzenzakalelayo.

Bese, hlola amanani akho okugcina. Ibhalansi yekhredithi nedebhithi kufanele ifane. Uma benza kanjalo, kusho ukuthi izincwadi zakho zibhalansile. Ake sithi abakwenzi; ungakhathazeki. Iphuzu eliphelele lebhalansi yesilingo ukubamba lo mehluko kusenesikhathi ukuze uthole futhi ulungise noma imaphi amaphutha ngaphambi kokuthi abe izinkinga ezinkulu.

Isinyathelo sesi-4: Hlola amaphutha uma ingqikithi ingahambisani

Uzodinga ukuthola ukuthi kungani izinombolo zakho zingafani. Ngakho-ke, qala ngokubheka amaphutha avamile, njengokufaka idatha kukholamu engalungile noma i-akhawunti, amaphoyinti edesimali abekwe kabi, futhi ukhohlwe ukufaka okwenziwayo. Uma usulitholile iphutha, buyela emuva ezinyathelweni zesithathu kuya kwezinhlanu futhi uhlole ukuthi ibhalansi yakho yesamba.

Qaphela: Qhubeka uphinda le nqubo kuze kube yilapho yonke into ihlangana kahle.

Isinyathelo sesi-5: Vala ibhalansi yesilingo

Ngemva kokuqeda inqubo, ungavala ibhalansi yakho yesilingo futhi ulondoloze idokhumenti. Kungase kube usizo uma udinga ukubuyekeza noma wandise isikhathi kamuva. Uma usebenzisa isofthiwe yesipredishithi, cabanga ukugcina isifanekiso esinamafomula akhelwe ngaphakathi ukuze wenze amabhalansi esilingo esizayo asheshe futhi abe lula.

Amathiphu okuqinisekisa ukunemba kubhalansi yesilingo sakho

• Sebenzisa isoftware yokubala: Cabangela ukutshala imali kumathuluzi afana ne-QuickBooks, i-Xero, ne-FreshBooks, akhiqiza ngokuzenzakalela amabhalansi esilingo. Lawa mathuluzi azosiza ekunciphiseni amaphutha avamile ngokufaka idatha mathupha. Abanye baze benze inqubo ngokuzenzakalelayo, bakhiphe idatha kuma-invoyisi nakwamanye amadokhumenti ezezimali.

• Dala amarekhodi njalo: Uma uvame ukulungisa amabhalansi esilingo, kuba lula ukubamba amaphutha amancane ngaphambi kokuthi abe izinkinga ezinkulu.

• Hlela ukugeleza kolwazi: Ungahlanganisi idatha yakho ye-accounting. Ungasebenzisa amasistimu kagesi ukuze uthuthukise ukuhamba kolwazi futhi ugcine yonke into ihlelekile endaweni eyodwa.

Ukuhlanganisa

Yize abaningi bebona ibhalansi yesilingo njengomsebenzi wokubala, abanye bayibona njengethuluzi elibalulekile elisiza amabhizinisi ukuthi agcine ukunemba kwezimali, agweme amaphutha abizayo, futhi aqinisekise ukuthi izincwadi ziyalingana.

Kungakhathaliseki ukuthi ungumnikazi webhizinisi elincane noma i-accountant, ukusebenzisa ibhalansi yesilingo njalo kungakongela isikhathi, ingcindezi, nemali ngokuhamba kwesikhathi. Ngisho noma ungawuthandi umqondo wokufaka idatha mathupha, ungakwazi njalo ukwenza inqubo ngokuzenzakalelayo ngezinkundla zokubala.