Exclusive: Visual Dolphin Accounting Software Tutorial

Categorizes past-due unpaid balances into 30, 60, 90, and 120+ day brackets. Exporting and Customizing Reports

The Ultimate Visual Dolphin Accounting Software Tutorial: An Exclusive Masterclass

This exclusive tutorial is designed to take you from a beginner to a confident power user, covering the essential workflows that make Visual Dolphin a market leader. 1. Getting Started: The Visual Dolphin Interface

Displays real-time financial snapshots, KPIs, and shortcuts to frequent tasks. visual dolphin accounting software tutorial exclusive

Located on the left panel, this tree-structure menu categorizes modules into General Ledger, Accounts Payable, Accounts Receivable, and Fixed Assets.

Update rates manually via System > Files > Currency Rates or configure an automated API feed.

Define segment codes for departments, geographic branches, or specific projects. Categorizes past-due unpaid balances into 30, 60, 90,

The central repository for all financial data and chart of accounts.

Data is only valuable if it can be easily analyzed. Visual Dolphin features a deep reporting suite that updates in real time. Trial Balance, Balance Sheet, and P&L Locate these under > Financial Statements .

Click to load your bank's CSV or MT940 file. Define segment codes for departments

Visual Dolphin is a comprehensive Enterprise Resource Planning (ERP) and financial management suite developed by the Software Design Consulting Group

The General Ledger is the central hub where all financial data is posted and reported. Multi-Currency Management