Visual Dolphin Accounting Software Tutorial Jun 2026

Manages vendor obligations, tracks discount opportunities, and handles "Advance Allocation" to match prepayments with outstanding invoices. Accounts Receivable (AR):

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Navigate to > Transactions > Direct Invoicing (or Sales Order Billing). Choose the respective customer profile.

To install Visual Dolphin Accounting Software, follow these steps:

Navigate to System Admin > Tax Maintenance . Create tax codes, specify percentage rates, and map them directly to Input and Output Tax GL accounts to automate tax reconciliation reports. 3. Vendor and Customer Master Profiles visual dolphin accounting software tutorial

Track every change to third-party data with user, date, and time logs (SOX compliance) .

: Debtor Aging (what customers owe) or Creditor Aging (what you owe suppliers). Define Filters : Specify your criteria, including:

: Use the wizard to select account ranges and reporting periods.

Managing your financial calendar and tax liabilities requires explicit system rules. Choose the respective customer profile

Are you integrating this with like inventory or payroll? What user roles or permission levels are you configuring?

Manages client profiles, invoicing, debit/credit notes, and cash receipts.

: Activates advanced filtering parameters within grids. Section 2: Core Module Configuration and Setup

To enter a new transaction:

Visual Dolphin features robust compliance reporting engines that convert daily postings into strategic corporate insights. 1. Generating Core Statements

To get started with Visual Dolphin, follow these steps:

If Visual Dolphin is not widely available or recognized, you might consider tutorials on other popular accounting software which can provide similar insights:

The Cash & Bank module allows you to monitor your liquidity. Regular bank reconciliation is essential. Import your bank statement or enter the closing balance manually. The system will display all posted checks and deposits that have not yet been cleared. Simply check off the items that appear on your bank statement. Any discrepancies, such as bank fees or interest, can be posted directly from this screen. This process ensures that your books always match your actual bank balance. Generating Financial Reports Generating Financial Reports