Visual Dolphin Accounting Software Tutorial Exclusive Page

Before diving into data entry, it’s vital to understand the "Dolphin Logic." The software is built on a modular architecture, meaning tasks are grouped by business function (General Ledger, Accounts Payable, Accounts Receivable, Inventory, etc.).

When the items arrive, log the GRN. Visual Dolphin will automatically update your inventory levels in real-time.

When the vendor invoice arrives, use the "Three-Way Match" feature. The software compares the PO, the GRN, and the Invoice. If the totals match, it clears the invoice for payment, drastically reducing the risk of fraud or overpayment. 4. Master the Accounts Receivable & Billing visual dolphin accounting software tutorial exclusive

This exclusive tutorial is designed to take you from a beginner to a confident power user, covering the essential workflows that make Visual Dolphin a market leader. 1. Getting Started: The Visual Dolphin Interface

The COA is the backbone of your accounting system. Visual Dolphin allows for a multi-dimensional COA structure. Before diving into data entry, it’s vital to

Exclusive tip: Set up the automated dunning letter system to email clients once their invoices hit 30, 60, or 90 days overdue. 5. Advanced Reporting and Analytics

Visual Dolphin is more than just a place to "do the books"—it’s a comprehensive tool for business intelligence. By mastering the integration between the modules, you eliminate manual entry errors and gain a 360-degree view of your company’s financial health. When the vendor invoice arrives, use the "Three-Way

Create a PO in the Procurement module. This locks in the expected cost.

You can categorize by Department, Branch, or Project.

Located on the left, this allows you to toggle between modules without closing your active windows—a lifesaver for multitaskers. 2. Setting Up Your Chart of Accounts (COA)