var tribe_dropdowns = window.tribe_dropdowns || {};
( function( $, obj, _ ) {
'use strict';
obj.selector = {
dropdown: '.tribe-dropdown',
created: '.tribe-dropdown-created',
searchField: '.select2-search__field',
};
// Setup a Dependent
$.fn.tribe_dropdowns = function() {
obj.dropdown( this, {} );
return this;
};
obj.freefrom_create_search_choice = function( params ) {
if ( 'string' !== typeof params.term ) {
return null;
}
var term = params.term.trim();
if ( '' === term ) {
return null;
}
var args = this.options.options;
var $select = args.$select;
if (
term.match( args.regexToken )
&& (
! $select.is( '[data-int]' )
|| (
$select.is( '[data-int]' )
&& term.match( /\d+/ )
)
)
) {
var choice = { id: term, text: term, new: true };
if ( $select.is( '[data-create-choice-template]' ) ) {
choice.text = _.template( $select.data( 'createChoiceTemplate' ) )( { term: term } );
}
return choice;
}
return null;
};
/**
* Better Search ID for Select2, compatible with WordPress ID from WP_Query
*
* @param {object|string} e Searched object or the actual ID
* @return {string} ID of the object
*/
obj.search_id = function( e ) {
var id = undefined;
if ( 'undefined' !== typeof e.id ) {
id = e.id;
} else if ( 'undefined' !== typeof e.ID ) {
id = e.ID;
} else if ( 'undefined' !== typeof e.value ) {
id = e.value;
}
return undefined === e ? undefined : id;
};
/**
* Better way of matching results
*
* @param {string} term Which term we are searching for
* @param {string} text Search here
* @return {boolean}
*/
obj.matcher = function( params, data ) {
// If there are no search terms, return all of the data
if ( 'string' !== typeof params.term || params.term.trim() === '') {
return data;
}
// Do not display the item if there is no 'text' property
if ( typeof data.text === 'undefined' ) {
return null;
}
var term = params.term.trim();
var text = data.text;
var $select = $( data.element ).closest( 'select' );
var args = $select.data( 'dropdown' );
var result = text.toUpperCase().indexOf( term.toUpperCase() ) !== -1;
if ( ! result && 'undefined' !== typeof args.tags ){
var possible = _.where( args.tags, { text: text } );
if ( args.tags.length > 0 && _.isObject( possible ) ){
var test_value = obj.search_id( possible[0] );
result = test_value.toUpperCase().indexOf( term.toUpperCase() ) !== -1;
}
}
return result;
};
/**
* If the element used as the basis of a dropdown specifies one or more numeric/text
* identifiers in its val attribute, then use those to preselect the appropriate options.
*
* @param {object} $select
* @param {function} make_selection
*/
obj.init_selection = function( $select, make_selection ) {
var isMultiple = $select.is( '[multiple]' );
var options = $select.data( 'dropdown' );
var currentValues = $select.val().split( options.regexSplit );
var selectedItems = [];
$( currentValues ).each( function( index, value ) { // eslint-disable-line no-unused-vars
var searchFor = { id: this, text: this };
var data = options.ajax ? $select.data( 'options' ) : options.data;
var locatedItem = find_item( searchFor, data );
if ( locatedItem && locatedItem.selected ) {
selectedItems.push( locatedItem );
}
} );
if ( selectedItems.length && isMultiple ) {
make_selection( selectedItems );
} else if ( selectedItems.length ) {
make_selection( selectedItems[ 0 ] );
} else {
make_selection( false );
return;
}
};
/**
* Searches array 'haystack' for objects that match 'description'.
*
* The 'description' object should take the form { id: number, text: string }. The first
* object within the haystack that matches one of those two properties will be returned.
*
* If objects contain an array named 'children', then that array will also be searched.
*
* @param {Object} description
* @param {Array} haystack
*
* @return {Object|boolean}
*/
function find_item( description, haystack ) {
if ( ! _.isArray( haystack ) ) {
return false;
}
for ( var index in haystack ) {
var possible_match = haystack[ index ];
if ( possible_match.hasOwnProperty( 'id' ) && possible_match.id == description.id ) { // eslint-disable-line no-prototype-builtins,eqeqeq,max-len
return possible_match;
}
if ( possible_match.hasOwnProperty( 'text' ) && possible_match.text == description.text ) { // eslint-disable-line no-prototype-builtins,eqeqeq,max-len
return possible_match;
}
if ( possible_match.hasOwnProperty( 'children' ) && _.isArray( possible_match.children ) ) { // eslint-disable-line no-prototype-builtins,max-len
var subsearch = find_item( description, possible_match.children );
if ( subsearch ) {
return subsearch;
}
}
}
return false;
}
obj.getSelectClasses = function( $select ) {
var classesToRemove = [
'select2-hidden-accessible',
'hide-before-select2-init',
];
var originalClasses = $select.attr( 'class' ).split( /\s+/ );
return _.difference( originalClasses, classesToRemove );
};
obj.element = function( field, args ) {
var $select = $( field );
var args = $.extend( {}, args ); // eslint-disable-line no-redeclare
var carryOverData = [ // eslint-disable-line no-unused-vars
'depends',
'condition',
'conditionNot',
'condition-not',
'conditionNotEmpty',
'condition-not-empty',
'conditionEmpty',
'condition-empty',
'conditionIsNumeric',
'condition-is-numeric',
'conditionIsNotNumeric',
'condition-is-not-numeric',
'conditionChecked',
'condition-is-checked',
];
var $container;
// Add a class for dropdown created
$select.addClass( obj.selector.created.className() );
// args.debug = true;
// For Reference we save the jQuery element as an Arg.
args.$select = $select;
// Auto define the Width of the Select2.
args.dropdownAutoWidth = true;
args.width = 'resolve';
// CSS for the container
args.containerCss = {};
// Only apply visibility when it's a Visible Select2.
if ( $select.is( ':visible' ) ) {
args.containerCss.display = 'inline-block';
args.containerCss.position = 'relative';
}
// CSS for the dropdown
args.dropdownCss = {};
args.dropdownCss.width = 'auto';
// When we have this we replace the default with what's in the param.
if ( $select.is( '[data-dropdown-css-width]' ) ) {
args.dropdownCss.width = $select.data( 'dropdown-css-width' );
if ( ! args.dropdownCss.width || 'false' === args.dropdownCss.width ) {
delete args.dropdownCss.width;
delete args.containerCss;
}
}
// By default we allow The field to be cleared
args.allowClear = true;
if ( $select.is( '[data-prevent-clear]' ) ) {
args.allowClear = false;
}
// Pass the "Searching..." placeholder if specified
if ( $select.is( '[data-searching-placeholder]' ) ) {
args.formatSearching = $select.data( 'searching-placeholder' );
}
// If we are dealing with a Input Hidden we need to set the Data for it to work
if ( ! $select.is( '[data-placeholder]' ) && $select.is( '[placeholder]' ) ) {
args.placeholder = $select.attr( 'placeholder' );
}
// If we are dealing with a Input Hidden we need to set the Data for it to work.
if ( $select.is( '[data-options]' ) ) {
args.data = $select.data( 'options' );
}
// With less then 10 args we wouldn't show the search.
args.minimumResultsForSearch = 10;
// Prevents the Search box to show
if ( $select.is( '[data-hide-search]' ) ) {
args.minimumResultsForSearch = Infinity;
}
// Makes sure search shows up.
if ( $select.is( '[data-force-search]' ) ) {
delete args.minimumResultsForSearch;
}
// Allows freeform entry
if ( $select.is( '[data-freeform]' ) ) {
args.createTag = obj.freefrom_create_search_choice;
args.tags = true;
$select.data( 'tags', true );
}
if ( $select.is( '[multiple]' ) ) {
args.multiple = true;
// Set the max select items, if defined
if ( $select.is( '[data-maximum-selection-size]' ) ) {
args.maximumSelectionSize = $select.data( 'maximum-selection-size' );
}
// If you don't have separator, add one (comma)
if ( ! $select.is( 'data-separator' ) ) {
$select.data( 'separator', ',' );
}
if ( ! _.isArray( $select.data( 'separator' ) ) ) {
args.tokenSeparators = [ $select.data( 'separator' ) ];
} else {
args.tokenSeparators = $select.data( 'separator' );
}
args.separator = $select.data( 'separator' );
// Define the regular Exp based on
args.regexSeparatorElements = [ '^(' ];
args.regexSplitElements = [ '(?:' ];
$.each( args.tokenSeparators, function ( i, token ) {
args.regexSeparatorElements.push( '[^' + token + ']+' );
args.regexSplitElements.push( '[' + token + ']' );
} );
args.regexSeparatorElements.push( ')$' );
args.regexSplitElements.push( ')' );
args.regexSeparatorString = args.regexSeparatorElements.join( '' );
args.regexSplitString = args.regexSplitElements.join( '' );
args.regexToken = new RegExp( args.regexSeparatorString, 'ig' );
args.regexSplit = new RegExp( args.regexSplitString, 'ig' );
}
// Select also allows Tags, so we go with that too
if ( $select.is( '[data-tags]' ) ) {
args.tags = $select.data( 'tags' );
args.createSearchChoice = function( term, data ) { // eslint-disable-line no-unused-vars
if ( term.match( args.regexToken ) ) {
return { id: term, text: term };
}
};
if ( 0 === args.tags.length ) {
args.formatNoMatches = function() {
return $select.attr( 'placeholder' );
};
}
}
// When we have a source, we do an AJAX call
if ( $select.is( '[data-source]' ) ) {
var source = $select.data( 'source' );
// For AJAX we reset the data
args.data = { results: [] };
// Format for Parents breadcrumbs
args.formatResult = function ( item, container, query ) { // eslint-disable-line no-unused-vars,max-len
if ( 'undefined' !== typeof item.breadcrumbs ) {
return $.merge( item.breadcrumbs, [ item.text ] ).join( ' » ' );
}
return item.text;
};
// instead of writing the function to execute the request we use Select2's convenient helper.
args.ajax = {
dataType: 'json',
type: 'POST',
url: obj.ajaxurl(),
// parse the results into the format expected by Select2.
processResults: function ( response, page, query ) { // eslint-disable-line no-unused-vars
if ( ! $.isPlainObject( response ) || 'undefined' === typeof response.success ) {
console.error( 'We received a malformed Object, could not complete the Select2 Search.' ); // eslint-disable-line max-len
return { results: [] };
}
if (
! $.isPlainObject( response.data )
|| 'undefined' === typeof response.data.results
) {
console.error( 'We received a malformed results array, could not complete the Select2 Search.' ); // eslint-disable-line max-len
return { results: [] };
}
if ( ! response.success ) {
if ( 'string' === $.type( response.data.message ) ) {
console.error( response.data.message );
} else {
console.error( 'The Select2 search failed in some way... Verify the source.' );
}
return { results: [] };
}
return response.data;
},
};
// By default only send the source
args.ajax.data = function( search, page ) {
return {
action: 'tribe_dropdown',
source: source,
search: search,
page: page,
args: $select.data( 'source-args' ),
};
};
}
// Attach dropdown to container in DOM.
if ( $select.is( '[data-attach-container]' ) ) {
// If multiple, attach container without search.
if ( $select.is( '[multiple]' ) ) {
$.fn.select2.amd.define(
'AttachedDropdownAdapter',
[
'select2/utils',
'select2/dropdown',
'select2/dropdown/attachContainer',
],
function( utils, dropdown, attachContainer ) {
return utils.Decorate( dropdown, attachContainer );
}
);
args.dropdownAdapter = $.fn.select2.amd.require( 'AttachedDropdownAdapter' );
// If not multiple, attach container with search.
} else {
$.fn.select2.amd.define(
'AttachedWithSearchDropdownAdapter',
[
'select2/utils',
'select2/dropdown',
'select2/dropdown/search',
'select2/dropdown/minimumResultsForSearch',
'select2/dropdown/attachContainer',
],
function( utils, dropdown, search, minimumResultsForSearch, attachContainer ) {
var adapter = utils.Decorate( dropdown, attachContainer );
adapter = utils.Decorate( adapter, search );
adapter = utils.Decorate( adapter, minimumResultsForSearch );
return adapter;
}
);
args.dropdownAdapter = $.fn.select2.amd.require( 'AttachedWithSearchDropdownAdapter' );
}
}
// Save data on Dropdown
$select.data( 'dropdown', args );
$container = $select.select2TEC( args );
// Propagating original input classes to the select2 container.
$container.data( 'select2' ).$container.addClass( obj.getSelectClasses( $select ).join( ' ' ) );
// Propagating original input classes to the select2 container.
$container.data( 'select2' ).$container.removeClass( 'hide-before-select2-init' );
$container.on( 'select2:open', obj.action_select2_open );
/**
* @todo @bordoni Investigate how and if we should be doing this.
*
if ( carryOverData.length > 0 ) {
carryOverData.map( function( dataKey ) {
var attr = 'data-' + dataKey;
var val = $select.attr( attr );
if ( ! val ) {
return;
}
this.attr( attr, val );
}, $container );
}
*/
};
obj.ajaxurl = function() {
if ( 'undefined' !== typeof window.ajaxurl ) {
return window.ajaxurl;
}
if ( 'undefined' !== typeof TEC && 'undefined' !== typeof TEC.ajaxurl ) {
return TEC.ajaxurl;
}
console.error( 'Dropdowns framework cannot properly do an AJAX request without the WordPress `ajaxurl` variable setup.' ); // eslint-disable-line max-len
};
obj.action_select2_open = function( event ) { // eslint-disable-line no-unused-vars
var $select = $( this );
var select2Data = $select.data( 'select2' );
var $search = select2Data.$dropdown.find( obj.selector.searchField ); // eslint-disable-line es5/no-es6-methods,max-len
select2Data.$dropdown.addClass( obj.selector.dropdown.className() );
// If we have a placeholder for search, apply it!
if ( $select.is( '[data-search-placeholder]' ) ) {
$search.attr( 'placeholder', $select.data( 'searchPlaceholder' ) );
}
};
/**
* Configure the Drop Down Fields
*
* @param {jQuery} $fields All the fields from the page
* @param {array} args Allow extending the arguments
*
* @return {jQuery} Affected fields
*/
obj.dropdown = function( $fields, args ) {
var $elements = $fields.not( '.select2-offscreen, .select2-container, ' + obj.selector.created.className() ); // eslint-disable-line max-len
if ( 0 === $elements.length ) {
return $elements;
}
// Default args to avoid Undefined
if ( ! args ) {
args = {};
}
$elements
.each( function( index, element ) {
// Apply element to all given items and pass args
obj.element( element, args );
} );
// return to be able to chain jQuery calls
return $elements;
};
$( function() {
$( obj.selector.dropdown ).tribe_dropdowns();
} );
// Addresses some problems with Select2 inputs not being initialized when using a browser's "Back" button.
$( window ).on( 'unload', function() {
$( obj.selector.dropdown ).tribe_dropdowns();
});
} )( jQuery, tribe_dropdowns, window.underscore || window._ );
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How do you clean up an accounting mess? - premier mills
How do you clean up an accounting mess?
/ Bookkeeping / How do you clean up an accounting mess?
When you outsource your bookkeeping you not only save time, but get accurate financial insights so you can make informed decisions for your business. The duration AI in Accounting of Clean-Up and Catch-Up Bookkeeping can vary depending on factors such as the complexity of the records, the extent of neglect, and the availability of documentation. While some cases may require a few weeks to update records, others may take several months, especially if there are significant discrepancies or a backlog of transactions. Allocating sufficient time and resources to ensure thoroughness and accuracy in the process is essential.
You might need to contact clients or vendors to retrieve missing information, which can add time and complexity to the project.
This comprehensive accounting glossary defines essential accounting terms.
I have 1 employee and am paid by clients via fixed monthly retainers.
Sort through invoices, credit card statements, receipts, bank statements, and other necessary financial data.
Signs you need to clean up your books
Pramod has over 11 years of experience relating to finance and accounts in diversified industries. He is an expert in resource and process optimization resulting in greater operational efficiencies. It is imperative to ensure that the documentation bookkeeping cleanup is comprehensive.
Maintaining accurate records of fixed assets and inventory improves financial transparency and ensures compliance with reporting requirements.
Financial Cents offers a workflow dashboard with a centralized hub for all work-related information.
Still, every business is unique, and some may require more than one bookkeeping clean up, depending on their specific needs.
The first step is receiving client information (which can often be the most challenging step in the process).
Questions and answers about starting, owning, and growing a small business only.
Step 3: Develop month-close procedures and documents.
Software like QuickBooks Online will automatically reconcile accounts if you’ve given the software access to automatic feeds. However, the reconciliation should still be reviewed for accuracy and compared to bank statements. The process should be reviewed regularly to look for software solutions that can save you time and hassle. Modern software can scan invoices and import accounts payable information directly into various software. Financial institutions allow access to bank feeds which allow you to import most transactions directly.
The chart of accounts shows a company’s historical trends and forms the basis of a company’s forecast.
Just like scheduling a recurring meeting, block out time specifically for bookkeeping.
By organizing and cleaning up your expenses, you’ll have a clearer picture of your spending and can make more informed financial decisions in the future.
If they don’t, adjust your records to match your bank or credit card statement to your accounting entries.
Services
Whether you’re preparing for your annual tax return or filing quarterly taxes, accurate and organized bookkeeping is critical. So, let’s get down to business and get that accounting in order with catch up bookkeeping. It’s fair to say that bookkeeping cleanup is at the very core of an organized financial system, as it enables businesses to navigate their growth journey with confidence. This is why having cleanups at least once a year, either by an in-house accountant or an outsourced professional are necessary for any company aiming to thrive.
Tools to Organize Your Documents
Our Bookkeeping Cleanup Service is more than just tidying up; it’s about setting a new standard for your business’s financial practices. Say goodbye to the anxiety of messy books and embrace a future of financial clarity and control. We take monthly bookkeeping off your plate and deliver you your financial statements by the 15th or 20th of each month.
First, align your bank and credit card statements with your bookkeeping records or accounting software.
Beyond accounting software, think about other areas you can automate.
It’s rare for freelancers or bookkeeping firms to offer exclusive pricing for cleanup only.
Review all expenses to confirm they are properly classified according to your chart of accounts.
Set up a regular review schedule to maintain clean books and catch discrepancies before they become major issues.
Payroll errors can lead to tax penalties, compliance issues, and unhappy employees, making reviewing payroll records during a cleanup crucial.
However, they must understand how your company operates to build a chart of accounts structured specifically for your business. Cleaning up your books isn’t a one-time project, but there are things you can income summary do to get back on track. That said, we recommend working with an experienced professional for optimal results! Below we offer a bookkeeping cleanup checklist for startups and small business owners that aren’t sure where to begin. Yes, you can, especially if you have a good understanding of accounting principles and your business’s financial records are relatively straightforward. Accurate transaction categorization, eliminating negative numbers, and a balanced balance sheet are vital for avoiding penalties and preparing for tax season (QuickBooks).
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