Start with the basics: create your chart of accounts, set up a few suppliers and customers, and enter a sample journal entry or invoice. Then gradually add more advanced features as you gain confidence. Before long, Visual Dolphin will be an indispensable partner in your organization’s financial success.
Unlike some legacy systems, Visual Dolphin maintains its formatting when exporting to Excel, making your month-end presentations look professional with minimal tweaking. 6. Security and Audit Trails
2. Setting Up Your Foundation: Chart of Accounts & Cost Centers
Does your team constantly get the "Record is locked by another user" error? It isn't a bug; it's a feature you aren't using properly. visual dolphin accounting software tutorial exclusive
The final stage of the tutorial focuses on output. The hallmark of Visual Dolphin is its proprietary "Surface View." This is not a standard spreadsheet report; it is a dynamically generated infographic.
Contact your system administrator if you believe you should have approval authority but the system is not granting it.
To manage your accounts receivable with Visual Dolphin, follow these steps: Start with the basics: create your chart of
Go to Accounts Payable > Transactions > Purchase Invoices . Select the supplier, input the invoice number, and match it against the corresponding Purchase Order (PO) or Good Receiving Note (GRN) to ensure three-way matching.
Ensure your GL journal entries are accurate. Visual Dolphin will prevent posting if the debit/credit total is not
Use this tool to instantly find specific voucher numbers, account codes, or client names without navigating through menus. 2. General Ledger (GL) Configuration and Operations Unlike some legacy systems, Visual Dolphin maintains its
Consolidates all financial data; supports multi-currency and multilingual reporting. Global Financial Control
Visual Dolphin follows a strict succession of events to ensure secure financial management:
: Offers a flexible calculation tool based on quantity sold, net sales, or pre-defined percentage brackets.