Visual Dolphin Accounting Software Tutorial 🚀
Before you can post your first entry, you need to set up the environment correctly. Visual Dolphin is modular, meaning you can purchase only the modules you need (e.g., General Ledger, Accounts Payable, Inventory).
If your dashboard looks crowded, click the "Calm Waters" toggle in the bottom left. This hides pending approvals and focuses strictly on cleared funds.
Navigate to > Transactions > Payment Processing . Select your payment mode (Check, Bank Transfer, or Cash).
The General Ledger serves as the foundation for all financial reporting. Proper initial setup ensures clean data and accurate reporting. Designing the Chart of Accounts (COA) visual dolphin accounting software tutorial
By following this tutorial and using Visual Dolphin accounting software, you'll be able to take control of your finances, make informed decisions, and drive business growth.
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For retail-focused businesses, the module handles high-volume transactions across multiple sites. Before you can post your first entry, you
Upon logging in, the Visual Dolphin interface is organized into modular sections.
In today's fast-paced business environment, robust financial management is non-negotiable. is an integrated ERP and accounting software solution designed to streamline financial workflows, enhance accuracy, and provide actionable insights for businesses of all sizes.
Under the , map the profile to its specific control account (e.g., Trade Payables Control Account) and set credit limits and payment terms (e.g., Net 30, 2% 10 Net 30). This hides pending approvals and focuses strictly on
Map accounts to specific departments, divisions, or projects to monitor profitability by business unit.
Monitor which clients owe money and which vendors need to be paid based on 30, 60, or 90+ day intervals. Exporting Data
