Visual Dolphin Accounting Software Tutorial Exclusive
Visual Dolphin extracts real-time operational datasets into presentation-ready reports. Report Name Module Location Primary Business Purpose General Ledger > Reports
Seamlessly connect core accounting with inventory, procurement, and HR modules.
Visual Dolphin Accounting Software is a powerful partner in ensuring financial accuracy and operational efficiency. By leveraging this exclusive tutorial, you can master the essential functions of the software, reducing risks and maximizing profitability. If you'd like to dive deeper, I can provide: A breakdown of specific modules (e.g., Inventory, Payroll) Tips for setting up automated reporting A comparison of Visual Dolphin with other software
You can tailor your sidebar by adding your most-used screens and reports as shortcuts. This feature allows you to seamlessly jump between modules—from the General Ledger to Stock Control—without navigating through endless menus. You can even save report criteria as templates for one-click printing. visual dolphin accounting software tutorial exclusive
Go to AR > Transactions > Sales Invoices . Select the customer, input the line items, quantities, and unit prices. The software automatically calculates taxes and updates the customer's open balance upon printing or confirming.
Stop tracking corporate property on disconnected spreadsheets. The integrated FA module automates the entire lifecycle of an asset.
Tracks payments and analyzes sales trends to optimize cash inflow. It includes tools for managing customer credit, issuing statements, and performing aged trial balance analysis. By leveraging this exclusive tutorial, you can master
Verifies total debit balances match credit balances prior to financial reporting. General Ledger > Financials
What is the you are operating in (e.g., Media, Manufacturing, or Retail)?
[Create Vendor Profile] ➔ [Enter Supplier Invoice] ➔ [Three-Way Match Verification] ➔ [Execute Payment Run] Step 1: Vendor Creation Go to > Vendors > New . You can even save report criteria as templates
Select the customer and input the total amount received from their bank transfer or check.
Upon logging in, you are greeted by a customizable dashboard. The dashboard features a modular ribbon layout at the top, a navigation tree on the left pane, and real-time financial widgets (such as cash flow graphs and pending approvals) in the central workspace. Quick-Access Toolbar
Enter the and a clear Description/Narration .
Select the vendor; the system automatically populates payment terms and tax profiles.
[Invoice Entry/Import] ──> [Journal Voucher Validation] ──> [Batch Post to GL] ──> [Financial Reporting] Journal Voucher (JV) Entry