Visual Dolphin will display all un-cleared book entries on screen. Check off the transactions that appear on your statement.
When you launch the software, you see a chaotic dashboard: Dashboard A (Classic) vs. Dashboard B (Modern). Exclusive pro-tip:
If standard reports do not fit your exact requirements, use the integrated : Go to Tools > Query Builder > New Query .
You can categorize by Department, Branch, or Project.
Input the line items. You can either link the invoice directly to a / Goods Received Note (GRN) or manually allocate it to an expense account. Verify tax calculations (VAT/GST) and click Post . Step 2: Processing Supplier Payments visual dolphin accounting software tutorial exclusive
Start with the core modules (General Ledger, AR, AP) and gradually add more advanced features as your team gains confidence.
Visual Dolphin groups inventory into "Schools" (logical groups).
A typical Visual Dolphin account string looks like this: 01-1100-102 01 represents the Head Office. Segment 2 (Main Account): 1100 represents Cash at Bank.
Click Apply to Invoices . Use the auto-allocate feature to clear the oldest outstanding invoices, or manually check specific invoices to match the payment. 5. Advanced General Ledger Operations Visual Dolphin will display all un-cleared book entries
While full "exclusive" tutorials are often restricted to licensed users, the standard operational flow follows these core steps: Step Description Setup Entities
Manages customer profiles, invoicing, credit limits, and cash receipts.
Here is where Visual Dolphin shines versus competitors.
Setting up Visual Dolphin correctly from day one prevents compliance and reporting issues later. Follow these steps to configure your system environment. Setting Up the Fiscal Year and Periods Dashboard B (Modern)
Getting paid shouldn't be a chore. Visual Dolphin’s AR module is built for speed.
Define the account structure using the segment formatting assigned during system installation (e.g., Company-Department-Account-Subaccount ).
Visual Dolphin Accounts Receivable helps optimize cash inflow and identify your most reliable customers. Customer Management
Visual Dolphin is built on a scalable, modular architecture. This design allows businesses to activate only the components they need, ensuring the system grows alongside the organization. Before diving into data entry, it is essential to understand how the core modules interact.
Now we enter the ledger. Visual Dolphin does not use a standard chart of accounts import. You must build it visually.
Set triggers for specific situations, such as stock reaching a reorder level or missing materials. Alerts are sent via SMS or email.