When new staff asked what it was, she smiled.
Allocate the cost to a specific project to track project profitability accurately. 6.2 Paying Vendors Go to Payables > Payment Journal . Select vendor, payment method (check/transfer), and amount. 7. Reporting and Financial Analysis Visual Dolphin provides real-time, actionable reports.
Visual Dolphin uses a centralized address book where third-party accounts are created as "contacts" .
Select the customer and allocate the payment against outstanding invoices. 5. Accounts Payable (AP) Tutorial Track your expenses and manage cash outflow to vendors. 5.1. Vendor Setup Navigate to . 5.2. Recording Vendor Invoices Go to Accounts Payable > Transactions > Purchase Invoices . Enter the invoice details to accrue the expense. 5.3. Paying Vendors visual dolphin accounting software tutorial
Visual Dolphin Accounting Software is an integrated ERP solution that empowers businesses to manage their financial operations with precision and agility. Developed by Software Design Consulting Group S.A.L., it combines the power of a General Ledger with specialized modules for Accounts Receivable, Accounts Payable, Inventory Control, Retail, Job Costing, and more. With features like a dual chart of accounts, multi-currency support, automated approvals, and real-time dashboards, Visual Dolphin provides the financial control and insights necessary for strategic decision-making in today’s dynamic business environment. This tutorial has walked you through everything from initial setup to advanced closing procedures, equipping you with the knowledge to leverage Visual Dolphin fully. For further guidance, refer to the official documentation and support resources available through the developer's website.
Summarizes revenues and expenses to show profitability over a specific period. You can filter this report by Cost Center or Department if your company utilizes dimensional accounting.
Follow your company’s numerical structure (e.g., 1xxx for Assets, 2xxx for Liabilities, 4xxx for Revenues). Visual Dolphin supports multi-level account hierarchies (Parent/Child accounts). When new staff asked what it was, she smiled
Navigate to > Transactions > Journal Entries . Click New to open a blank voucher.
The General Ledger is the heart of Visual Dolphin, consolidating financial data from all other applications to provide real-time insights for strategic decision-making. Key features include:
Before you can record a single invoice, the software must be configured to reflect your business reality. This is the "Foundation Phase." Select vendor, payment method (check/transfer), and amount
Generate the to see net income and the Balance Sheet to review assets and liabilities. 7.3. Aging Reports
Visual Dolphin Accounting Software Tutorial: A Complete Step-by-Step Guide
To ensure your Visual Dolphin records perfectly match your real-world bank statements, perform a monthly bank reconciliation.
Go to Accounts Receivable > Transactions > Receipt Vouchers . Select the customer, input the payment amount received, and allocate it against outstanding invoices using the Auto-Apply or manual matching feature. Performing Bank Reconciliation