Software Tutorial Exclusive | Visual Dolphin Accounting

Visual Dolphin is a comprehensive, integrated ERP (Enterprise Resource Planning) and accounting solution designed to manage complex business processes. It is popular for its ability to handle multi-currency transactions, advanced inventory management, and deep financial reporting [1]. General Ledger (GL): The backbone of your financial data. Accounts Payable (AP): Managing vendor payments. Accounts Receivable (AR): Managing customer invoicing.

Visual Dolphin is a comprehensive financial management system built for medium to large enterprises. At its heart lies a General Ledger that consolidates financial data from all applications, delivering real-time insights that power strategic decision-making. The system is known for its , making it especially suitable for organizations operating across borders.

: Create security groups to limit user access to specific modules or individual functions within an application. Batch Processing

Upon logging in, you are greeted by a customizable dashboard. The dashboard features a modular ribbon layout at the top, a navigation tree on the left pane, and real-time financial widgets (such as cash flow graphs and pending approvals) in the central workspace. Quick-Access Toolbar visual dolphin accounting software tutorial exclusive

Accelerate your order-to-cash cycle by mastering Visual Dolphin’s AR engine. Step 1: Customer Onboarding Navigate to > Customer Maintenance .

Generating balance sheets and P&L statements. Visual Dolphin Tutorial: Step-by-Step Guide 1. Setting Up the General Ledger (GL)

The system supports dual base currencies (e.g., Local and USD) for international reporting. Custom Chart of Accounts Accounts Payable (AP): Managing vendor payments

For remaining variances (like bank fees or interest earned), click to record them directly to the GL without exiting the screen.

The General Ledger serves as the foundation of your Visual Dolphin ecosystem. Proper initial configuration ensures flawless financial reporting. Step 1: Define the Chart of Accounts (COA) Navigate to > General Ledger > COA Setup . Click New to create a fresh account code. Establish a structured numbering system: 1000-1999 : Assets 2000-2999 : Liabilities 3000-3999 : Equity 4000-4999 : Revenue 5000-5999 : Expenses

Visual Dolphin Accounts Receivable helps optimize cash inflow and identify your most reliable customers. Customer Management At its heart lies a General Ledger that

Here is where Visual Dolphin shines versus competitors.

Efficiently handling vendor relationships protects your cash flow and ensures accurate expense recognition. Step 1: Booking a Vendor Invoice Go to > Transactions > Supplier Invoices .

: The job costing module allows users to start at a high-level grid and "drill down" directly into the actual transactions for detailed auditing.

The Visual Dolphin interface is user-friendly and easy to navigate. Here's an overview of the main components: