Dolphin Accounting Software Tutorial - Visual

Go to GL Setup > Fiscal Periods . Define your start and end dates. Lock historic months to prevent unauthorized retrospective entries.

: Understand the navigation menu. Typically, you will find sections related to:

Click . The screen populates with all un-cleared checks, deposits, and bank transfers posted in Visual Dolphin within that date range.

The software automates the transition from quotation to cash. Sales Orders

In the details grid, input the items or select the appropriate . visual dolphin accounting software tutorial

To keep your ledger accurate, ensure all subsidiary data flows correctly and matches real-world bank statements.

Go to (or Receivable) > Maintenance > Vendors (or Customers ).

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

The cash management module tracks liquid assets and matches internal book records against external bank statements. Recording Payments and Receipts Go to GL Setup > Fiscal Periods

Even advanced users face errors. Here is how to fix the four most common issues in Visual Dolphin.

Raw inputs gain value once transformed into actionable management reports. Visual Dolphin provides both traditional statements and dynamic analytical views. Standard Financial Reporting Navigate to :

+------------------------+ +------------------------+ +------------------------+ | Sub-Ledgers (AR/AP) | ---> | GL Journal Voucher | ---> | Bank Reconciliation | | Real-time transactions | | Direct financial inputs| | Verify against reality | +------------------------+ +------------------------+ +------------------------+ Journal Vouchers (JV)

Observe the Difference indicator field at the bottom right. Once all transactions are marked accurately, the difference must show exactly 0.00 . Click Reconcile and Close . Section 5: Financial Reporting and Data Export : Understand the navigation menu

A tutorial is incomplete without showing you how to extract value from your data.

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Filter your outstanding invoices by due date, currency, or cash discount eligibility. Select your funding bank account.

Once a report is generated, you can distribute it using various formats: