Visual Dolphin Accounting Software Tutorial !!better!! Jun 2026

Are you facing a or problem right now?

Run the routine to zero out income statement accounts (Revenue and Expenses) and transfer the net balance to the equity account. Open the new fiscal year period. 5. Reporting and Financial Analytics

This tutorial provides a comprehensive guide to navigating Visual Dolphin, from initial setup to generating financial reports. Whether you are a beginner or looking to sharpen your skills, this guide will walk you through the essential functionalities. 1. Introduction to Visual Dolphin

Record customer payments in AR > Transactions > Receipts . Allocate the payment amount against specific outstanding invoices to update the aging report. Accounts Payable (AP) visual dolphin accounting software tutorial

Visual Dolphin is a comprehensive ERP and accounting solution designed to streamline financial operations for businesses in sectors like construction, media, and retail. Core Accounting Features

This utility matches system bank ledgers with external bank statements.

Invoicing is a critical feature of Visual Dolphin. Here's how to create an invoice: Are you facing a or problem right now

Click to finalize the invoice and generate a PDF copy to send to the client. Step 3: Recording Customer Payments

Map individual line items to product categories; Visual Dolphin will automatically pull price configurations and calculate municipal sales taxes.

To ensure your financial data is accurate, you must properly configure your system settings before posting any transactions. Step 1: Defining the Chart of Accounts (COA) Aged Trial Balance:

Display real-time financial metrics, cash flow graphs, and pending approvals upon login. Access Control

Finley: "Next, let's explore our reporting and dashboard features. Here, you can access a variety of financial reports, such as balance sheets, income statements, and cash flow statements."

Visual Dolphin can automatically print checks for any payable voucher you've approved. Software Design | Consulting Group 4. Accounts Receivable (AR) & Sales This module helps you manage cash coming into the business. Invoice Management: Issue invoices based on pre-set sales terms (e.g., Net 30). Aged Trial Balance: