COMPETENCY BASED LEARNING MATERIAL

Sector :HEALTH, SOCIAL, AND OTHER

COMMUNITY DEVELOPMENT
SERVICES

Qualification Title :BOOKKEEPING NCIII

Unit of Competency :JOURNALIZE TRANSACTIONS

Module Title :JOURNALIZING TRANSACTIONS

Poblacion, Malita, Davao

LOCAL GOVERNMENT Occidental
UNIT OF MALITA

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HOW TO USE THIS COMPETENCY-BASED LEARNING MATERIAL

The unit of competency, “Journalize Transactions”, is one of the

competencies of BOOKKEEPING NCIII, a course which comprises the
knowledge, skills, and attitudes required for a TVET trainee to possess.

The module, Journalizing Transactions, contains training materials and

activities related to logging / recording business transactions in an accounting
journal.
In this module, you are required to go through a series of learning
activities in order to complete each learning outcome. In each learning outcome
are Information Sheets, Self-checks, Operation Sheets, Task Sheets, and Job
Sheets. Follow and perform the activities on your own. If you have questions,
do not hesitate to ask for assistance from your facilitator.
Remember to:
 Read information sheet and complete the self-checks.
 Perform the Task Sheets, Operation Sheets, and Job Sheets until you are
confident that your outputs conform to the Performance Criteria
Checklists that follow the said work sheets.
 Submit outputs of the Task Sheets, Operation Sheets, and Job Sheets to
your facilitator for evaluation and recording in the Achievement Chart.
Outputs shall serve as your portfolio during the Institutional
Competency Evaluation. When you feel confident that you have had
sufficient practice, ask your trainer to evaluate you. The results of your
assessment will be recorded in your Achievement Chart and Progress
Chart.
You must pass the Institutional Competency Evaluation for this
competency before moving to another competency. A Certificate of Achievement
will be awarded to you after passing the evaluation.

You need to complete this module before you can perform the module on
Operating a Computerized Reservation System.

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 BOOKKEEPING NCIII
COMPETENCY BASED LEARNING MATERIALS

LIST OF COMPETENCIES
No. Unit of Competency Module Title Code

1 Journalize Transactions Journalizing Transactions HCS41230

1

2 Post Transactions Posting Transactions HCS412302

3 Prepare Trial Balance Preparing trial Balance HCS412303

4 Prepare Financial Reports Preparing Financial Reports HCS412304

5 Review internal control Reviewing Internal Control HCS412305

system System

MODULE CONTENT

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UNIT OF COMPETENCY : Journalize Transactions
MODULE TITLE : Journalizing Transactions

MODULE DESCRIPTOR:

This module covers the knowledge, skills and attitudes in Journalizing

Transactions. It details the requirements for logging / recording business
transactions in an accounting journal.

Nominal Duration: hours

At the end of this module, you MUST be able to:

1. Prepare Chart of Accounts

2. Analyze Documents
3. Prepare Journal Entry

COMPETENCY SUMMARY

Qualification Title : Bookkeeping NCIII

Unit of Competency : Post Transactions

Module Title : Posting Transactions

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Introduction

This unit of competency deals with the skills, knowledge and attitude required
to log / record business transactions in an accounting journal.

Learning Outcomes:

Upon completion of this module, you MUST be able to:

1. Prepare Chart of Accounts

2. Analyze Documents
3. Prepare Journal Entry

ASSESSMENT CRITERIA

1. Determined the nature of business based on the client information.

2. Prepared list of asset, liability, equity, income, and expense account titles in
accordance with industry practices.

3. Prepared Accounting Manual in accordance with industry practice.

5. Gathered, checked and verified documents in accordance with verification

and validation process.

6. Selected account titles in accordance with standard selection processes.

7. Prepared journals in accordance with industry practice and generally

accepted accounting principles / Philippine Financial reporting standards for
transactions and events.

8. Determined debit account titles in accordance with chart of accounts.

9. Determined credit account titles in accordance with chart of accounts.

10. Prepared journal entries with 100% accuracy.

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LEARNING OUTCOME #1 PREPARE CHART OF ACCOUNTS

CONTENTS:
 Nature of Business
 Different Types of Account Titles

ASSESSMENT CRITERIA:

1. Nature of business is determined based on client information.

2. Different Account Titles are identified in accordance with industry

practices.
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 3. Accounting Manual is prepared.

CONDITIONS: The student/trainee must be provided with the following:

 Materials: pen, paper, worksheets, journal

ASSESSMENT METHODS:
 Written Test
 Oral Questioning/Interview
 Demonstration

Learning Experiences

Learning Outcome 1

Prepare Chart of Accounts

Learning Activities Special Instructions

Read Information Sheet LO1.1- This Learning Outcome deals with the
1: “Forms of Business development of the Institutional
Organization” Competency Evaluation Tool which
trainers use in evaluating their trainees
Answer Self-check LO1.1-1
after finishing a competency of the
Read Information Sheet LO1.1- qualification.
2: “Existing business in the
Go through the learning activities outlined
area”
for you on the left column to gain the
Answer Self-check LO1.1-2 necessary information or knowledge

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 before doing the tasks to practice on
performing the requirements of the
evaluation tool.

The output of this LO is a complete

Institutional Competency Evaluation
Package for one Competency of
Bookkeeping NC III. Your output shall
serve as one of your portfolio for your
Institutional Competency Evaluation for
Journalizing Transactions.

Feel free to show your outputs to your

trainer as you accomplish them for
guidance and evaluation.

After doing all the activities for this LO,

you are ready to proceed to the next LO:
Analyzing documents.

Information Sheet 1.1-1

JOURNALIZING TRANSACTIONS

Learning Objectives:
After reading this information sheet, you must be able to:

1.) Forms of Business Organizations

Forms of Business Organization

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 1. Sole Proprietorship – is a business owned by only one
person. It is easy to set up and is the least costly among all
forms of ownership.

2. Partnership - is a business owned by two or more persons

who contribute resources into the entity.

3. Corporation – is a business organization that has a separate

legal personality from its owners. Ownership in a stock
corporation is represented by shares of stocks.

Self-Check 1.1-1: TRUE OR FALSE

1.) A Sole Proprietorship is a business owned by only one person.

2.) A Corporation is a form of business which is easy to set up and is

least costly among all forms of ownership.

3.) Partnership is a form of business owned by two or more persons

who contribute the resources into the entity.

4.) A Corporation is a business organization that has a separate legal

personality from its owners.

5.) In a Sole Proprietorship, ownership is represented by a share of

stocks.

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Answers to Self-Check 1.1-1

1.) true
2.) false
3.) true
4.) true
5.) false

Information Sheet 1.1-2

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 NATURE OF BUSINESS

Learning Objectives:
After reading this information sheet, you must be able to:
1.) Know and Differentiate the Natures of Business

NATURE OF BUSINESS
1. Manufacturing – is a type or nature of business where manufacturers
use raw materials such as leathers, woods and the like in order to
produce new materials.

2. Trading – a nature of business which involves buying and selling or

bartering of commodities or products

3. Services – this a nature of business that provides intangible products

(products with no physical form).

Self-Check 1.1-2: TRUE OR FALSE

1.) Trading is a kind or nature of business where the manufacturers

or producers use raw materials in order to produce another product
or commodity.
2.) Service is a nature or kind of business that uses intangible
products in exchange of money.
3.) In a Manufacturing business, there is a so – called “buying and
selling or bartering” of products or commodities

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 4.) Manufacturing is a business venture where manufacturers use
raw materials or products in order to produce new materials.
5.) Trading is a nature of business which involves buying and selling
or bartering of commodities or products.

Answers to Self-Check 1.1-2

1.) false
2.) true
3.) false
4.) true
5.) true

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 Task Sheet 1.1-1

Title: “Identify the Nature of Business”

Performance Objective: To ensure that identifying the nature of

business is done correctly, given that the student is provided with the
necessary tools/materials to successfully do what is indicated in the
said task sheet.
Supplies: pencil / ballpen, paper

Equipment: none

Steps/Procedure:
1

Assessment Method:

Use the Performance Criteria Checklist

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 Performance Criteria Checklist for Task Sheet 1.1-1

Criteria YES NO
1. Nature of business is determined.
2.

DIRI PAKO KUTOB SIR

Task Sheet 1.1-3

Title: Receive Reservation Request

Performance Objective: To ensure that receiving a reservation request

via telephone is carried out within acceptable standards, given that
the candidate is provided with the necessary tools and equipment to
successfully complete the task.
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 Supplies: Reservation form, availability board, pen, paper, related
information sheet
Equipment: telephone

Steps/Procedure:

Assessment Method:

Use the Performance Criteria Checklist

Performance Criteria Checklist for Task Sheet 1.1-3

Criteria YES NO
1. Availability of the reservation is determined and advised to
the customer.
2. Alternatives, including waitlist options, are offered if
requested booking is not available.
3. Inquiries regarding rates and other product features are
responded to according to established procedures.

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LEARNING OUTCOME #2 RECORD DETAILS OF RESERVATION

CONTENTS:
 Guest Information that the Front Office (FO) Clerk Should Ask
 General & Specific Customer Requirements

ASSESSMENT CRITERIA:

1. Complete customer details are accurately recorded against their booking

in a manner which ensures correct interpretation by others who may access
the reservation details

2. Customer profile or history, if available, is checked, and information is

used to assist in making the reservation and to enhance customer service

3. Special requests are clearly recorded in accordance with established

requirements

4. All details of customer bookings are confirmed to the customer and it is

ensured that they understand and agree to all details

5. Reservations are filed in a manner which ensures easy access by others

and is in accordance with established procedures

6. Documents and other materials are prepared and issued to the customer
in accordance with the requirements of the specific reservation

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CONDITIONS: The student/trainee must be provided with the following:
 Equipment: telephone
 Materials: pen, paper
 Reservation form
 Availability board

ASSESSMENT METHODS:
 Written Test
 Oral Questioning/Interview
 Demonstration/Role Play

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 Learning Experiences

Learning Outcome 2

Record Details of Reservation

Learning Activities Special Instructions

Read Information Sheet LO1.2- This Learning Outcome deals with the
1: “Guest Information that the development of the Institutional
FO Clerk Should Ask” Competency Evaluation Tool which
trainers use in evaluating their trainees
Answer Self-check LO1.2-1
after finishing a competency of the
Perform Task Sheet LO1.2-1 qualification.

Read Information Sheet LO1.2- Go through the learning activities outlined

2: “General & Specific Customer for you on the left column to gain the
Requirements” necessary information or knowledge

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Answer Self-check LO1.2-2 before doing the tasks to practice on
performing the requirements of the
evaluation tool.

The output of this LO is a complete

Institutional Competency Evaluation
Package for one Competency of Front
Office Services NC II. Your output shall
serve as one of your portfolio for your
Institutional Competency Evaluation for
Receiving and Processing Reservations.

Feel free to show your outputs to your

trainer as you accomplish them for
guidance and evaluation.

After doing all the activities for this LO,

you are ready to proceed to the next LO:
Update Reservations

Information Sheet 1.2-1

GUEST INFORMATION THAT THE FO CLERK SHOULD ASK

Learning Objectives:
After reading this information sheet, you must be able to:

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Self-Check 1.2-1: MULTIPLE CHOICE

1. The FO clerk should ask for the most important information first which is

a. billing arrangement

b. arrival and departure dates

c. company name

d. mode of payment

2. Customer profile includes the following except

a. name

b. e-mail

c. present salary grade

d. address
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3. The main reason for determining arrival and departure dates at the outset is

a. to know the plan of the caller

b. to record it in the reservation form

c, to check as soon as possible if there’s an available room during the given

dates

d. to update needed changes in the reservation

4. The caller who requests for hotel booking could be the

a. booking person

b. would-be guest himself

c. a & b are correct

d. only b is correct

5. The following includes the different modes of payment except

a. credit card

b. cash

c. charge to company

d. promissory note

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Answers to Self-Check 1.2-1:

1. b

2. c

3. c

4. c

5. d

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 Task Sheet 1.2-1

Title: Record Details of Reservation

Performance Objective: To ensure that recording details of reservation

received via telephone is carried out within acceptable standards,
given that the candidate is provided with the necessary tools and
equipment to successfully complete the task.
Supplies: Reservation form, availability board, pen, paper, related
information sheet
Equipment: telephone
Steps/Procedure:

Assessment Method:

Use the Performance Criteria Checklist

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 Performance Criteria Checklist for Task Sheet 1.2-1

Criteria YES NO
1. Complete customer details are accurately recorded
against their booking in a manner which ensures correct
interpretation by others who may access the reservation
details.
2. Customer profile or history, if available, is checked, and
information is used to assist in making the reservation and
to enhance customer service.
3. Special requests are clearly recorded in accordance with
established requirements.
4. All details of customer bookings are confirmed to the
customer and it is ensured that they understand and agree
to all details.
5. Reservations are filed in a manner which ensures easy
access by others and is in accordance with established
procedures.
6. Documents and other materials are prepared and issued
to the customer in accordance with the requirements of the
specific reservation.

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 Information Sheet 1.2-2

GENERAL & SPECIFIC CUSTOMER REQUIREMENTS

Learning Objectives:
After reading this information sheet, you must be able to:
1.)
2.)

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Self-Check 1.2-2: TRUE OR FALSE

1. Would-be guest’s request/s is/are typically received by the housekeeping

personnel.

2. Food preferences are accommodated as much as possible especially for

vegetarian clients or those with medical condition.

3. Transport service is mostly offered to differently-abled clients.

4. Hotels would charge for early-check in even if the room is vacant ready since
the previous night.

5. Guests may request for extra room amenities as they see fit as long as it’s
reasonable.

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Answers to Self-Check 1.2-2:

1. false

2. true

3. false

4. false

5. true

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LEARNING OUTCOME #3 UPDATE RESERVATIONS

CONTENTS:
 Financial Status of the Reservation
 Amendments or Cancellations

ASSESSMENT CRITERIA:

1. Financial status of the reservation is accurately updated in accordance

with established procedures

2. Amendments or cancellations of reservations are received, processed and

recorded in accordance with customer request and established procedures

CONDITIONS: The student/trainee must be provided with the following:

 Equipment: telephone
 Materials: pen, paper
 Front Office forms

ASSESSMENT METHODS:
 Written Test
 Oral Questioning/Interview
 Demonstration/Role Play

Learning Experiences

Learning Outcome 3
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Update Reservations

Learning Activities Special Instructions

Read Information Sheet LO1.3- This Learning Outcome deals with the
1: “Financial Status of the development of the Institutional
Reservation” Competency Evaluation Tool which
trainers use in evaluating their trainees
Answer Self-check LO1.3-1
after finishing a competency of the
Read Information Sheet LO1.3- qualification.
2: “Amendments or
Go through the learning activities outlined
Cancellations”
for you on the left column to gain the
Answer Self-check LO1.3-2 necessary information or knowledge
before doing the tasks to practice on
Perform Task Sheet LO1.3-2
performing the requirements of the
evaluation tool.

The output of this LO is a complete

Institutional Competency Evaluation
Package for one Competency of Front
Office Services NC II. Your output shall
serve as one of your portfolio for your
Institutional Competency Evaluation for
Receiving and Processing Reservations.

Feel free to show your outputs to your

trainer as you accomplish them for
guidance and evaluation.

After doing all the activities for this LO,

you are ready to proceed to the next LO:
Advise Others on Reservation Details

Information Sheet 1.3-1

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 FINANCIAL STATUS OF THE RESERVATION

Learning Objectives:
After reading this information sheet, you must be able to:
1.)
2.)

Self-Check 1.3-1: TRUE OR FALSE

1. An amendment in room type would result to an update in the financial

status of a particular booking.

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2. Update in the financial status of a reservation can be done by the F&B
Department.

3. Advance payment is one of the factors related in updating the financial

status of a given booking.

4. If a caller requests for a change in the departure date but maintains the
arrival date, the FO clerk needs to update the financial status of the said
reservation.

5. Guaranteed no-shows can result to a change in the financial status of a

booking of an overnight stay.

Answers to Self-Check 1.3-1:

1. true

2. false
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3. true

4. true

5. false

Information Sheet 1.3-2

AMENDMENTS OR CANCELLATIONS

Learning Objectives:
After reading this information sheet, you must be able to:
1.)
2.)
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Self-Check 1.3-2: TRUE OR FALSE

1. The amendment form can sometimes be found at the bottom or the right
side of the reservation form.

2. Change of bed sheets is also noted in the amendment form.

3. The guest is allowed to request for a booking change prior to actual check-in
time.

4. Early departure while maintaining the original arrival date means a shorter
length of stay.

5. Cancellation of reservation is excluded in the different forms of booking

amendments.

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Answers to Self-Check 1.3-2:

1. true

2. false

3. true

4. true

5. false

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 Task Sheet 1.3-2
Title: Update Reservations

Performance Objective: To make sure that updating of reservation is

carried out accordingly, given that the candidate is provided with the
necessary tools and equipment to successfully complete the task.
Supplies: Reservation form, availability board, pen, paper, related
information sheet
Equipment: telephone

Steps/Procedure:

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 Assessment Method:

Use the Performance Criteria Checklist

Performance Criteria Checklist for Task Sheet 1.3-2

Criteria YES NO
1. Financial status of the reservation is accurately updated
in accordance with established procedures

2. Amendments or cancellations of reservations are received,

processed and recorded in accordance with customer
request and established procedures

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LEARNING OUTCOME #4 Advise Others on Reservation Details

CONTENTS:
 Ensuring Accuracy of Data
 Advising Colleagues and Coworkers from Other Departments

ASSESSMENT CRITERIA:

1. General and specific customer requirements and reservation details are

communicated to appropriate departments and colleagues

2. Accurate and relevant reservation statistics are compiled and provided to

concerned people or departments

CONDITIONS: The student/trainee must be provided with the following:

 Equipment: telephone
 Materials: pen, paper
 Front Office forms

ASSESSMENT METHODS:
 Written Test

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  Oral Questioning/Interview
 Demonstration/Role Play

Learning Experiences

Learning Outcome 4

ADVISE OTHERS ON RESERVATION DETAILS

Learning Activities Special Instructions

Read Information Sheet LO1.4- This Learning Outcome deals with the
1: “Ensuring Accuracy of Data” development of the Institutional
Competency Evaluation Tool which
Answer Self-check LO1.4-1
trainers use in evaluating their trainees
Read Information Sheet LO1.4- after finishing a competency of the
2: “Advising Colleagues and qualification.
Coworkers from Other
Go through the learning activities outlined
Departments”
for you on the left column to gain the
Answer Self-check LO1.4-2 necessary information or knowledge
before doing the tasks to practice on
performing the requirements of the
evaluation tool.

The output of this LO is a complete

Institutional Competency Evaluation
Package for one Competency of Front
Office Services NC II. Your output shall
serve as one of your portfolio for your
Institutional Competency Evaluation for
Receiving and Processing Reservations.

Feel free to show your outputs to your

trainer as you accomplish them for
guidance and evaluation.

Date Developed: Document No. BTAC-FO2-0301

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 After doing all the activities for this LO,
you’re through with this module and can
already go to the next unit of competency.

Information Sheet 1.4-1

ENSURING ACCURACY OF DATA

Learning Objectives:
After reading this information sheet, you must be able to:
1.)
2.)

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Self-Check 1.4-1: TRUE OR FALSE

1. Paying attention to the caller contributes to getting accurate information

from the booking person/guest.

2. Ensuring accuracy of data can be related to an increase in the number of

guest complaints.

3. A recap is done at the beginning of a call or conversation.

4. Taking down notes or writing the information as it is being received is an

effective way to get accurate data from the caller.

5. Attention to details is among the qualities beneficial in the effective Task

performance of an FO clerk.

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Answers to Self-Check 1.4-1:

1. true

2. false

3. false

4. true

5. true

Information Sheet 1.4-2

Date Developed: Document No. BTAC-FO2-0301
BOOKKEEPING January 2018 Issued by:
NCIII
Journalize Developed by: Page 40
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 ADVISING COLLEAGUES AND COWORKERS
FROM OTHER DEPARTMENTS

Learning Objectives:
After reading this information sheet, you must be able to:
1.)
2.)

Self-Check 1.4-2: TRUE OR FALSE

1. Informing the other departments about the reservation details including

updates proves beneficial to the entire hotel operations.
Date Developed: Document No. BTAC-FO2-0301
BOOKKEEPING January 2018 Issued by:
NCIII
Journalize Developed by: Page 41
TVI LOGO Transactions
Revision #
2. Lack of coordination is one of the positive outcomes of relaying booking
updates to other units.

3. As an FO clerk, keeping your colleagues from other department in the loop

about the reservation details/updates may eventually overwhelm them and
therefore should be avoided.

4. It should be projected that a lack of coordination among the different

departments in the hotel may result to a sales decline.

5. The Front Office is the center of communication in the hotel.

Answers to Self-Check 1.4-2:

1. true

2. false

Date Developed: Document No. BTAC-FO2-0301

BOOKKEEPING January 2018 Issued by:
NCIII
Journalize Developed by: Page 42
TVI LOGO Transactions
Revision #
3. false

4. true

5. true

RESOURCES:

Date Developed: Document No. BTAC-FO2-0301

BOOKKEEPING January 2018 Issued by:
NCIII
Journalize Developed by: Page 43
TVI LOGO Transactions
Revision #