The marina’s lights flickered. The PC shut down. When Elena rebooted, the dolphin appeared—but all the data for June was gone. Corrupted.
Use and AP Aging reports to monitor outstanding receivables and pending payables. 8. Best Practices for Visual Dolphin Users Regular Backups: Ensure system data is backed up daily.
Visual Dolphin—developed by Software Design & Consulting Group (SDCG)—stands out as a comprehensive solution designed for multi-site retail, advertising, and fast-paced trading operations. By integrating accounting functionalities with point-of-sale (POS) and inventory management, Visual Dolphin streamlines workflows, eliminates human error, and provides deep analytical insights.
Click and fill in the vendor's legal name, tax identification number, and contact details.
When a customer pays, go to AR > Customer Payment to apply the payment to the invoice. 4.3 Accounts Payable (AP) - Managing Expenses This module helps you manage vendor payments. Vendor Setup: Add vendors under Vendors > New Vendor . visual dolphin accounting software tutorial
Visual Dolphin provides a comprehensive suite for financial management. By mastering these foundational steps—setting up the Chart of Accounts, managing AR/AP, and generating financial reports—you can ensure accurate financial tracking and informed decision-making.
The most important lesson came from a power surge.
Tracks the movement of cash into and out of the business. 5.2 Customizing Reports
The following story illustrates a typical morning for Sarah, a finance manager using to streamline her company's accounting. The marina’s lights flickered
Click to finalize the revenue entry and output the invoice layout for client distribution. Step B: Cash Receipts Application Go to Accounts Receivable > Transactions > Cash Receipts .
The profile check-box for "Active" status has been deselected or credit thresholds breached.
When new staff asked what it was, she smiled.
: Sarah used the Advance Allocation tool to match the previous payment against the new outstanding invoice, ensuring the records were accurate. Corrupted
Work with your IT department to establish automatic, off-site daily cloud backups to protect your financial history from system failures.
Click to print the check or generate an electronic remittance file. 5. Accounts Receivable (AR) and Customer Invoicing
Post any recurring depreciation and accrual journal vouchers.
The software features a modular interface where users access specific business functions through a main navigation menu. User Interface Layout