Visual Dolphin Accounting Software Tutorial — Exclusive

[ General Ledger (GL) ] ▲ │ (Financial Consolidation) ▼ ┌───────────────────────┐ │ Core Control Module │ └───────────────────────┘ ▲ ▲ │ │ ▼ ▼ [ Accounts Payable ] [ Accounts Receivable ] Core Architecture and Modules

: Offers a flexible calculation tool based on quantity sold, net sales, or pre-defined percentage brackets.

Uncheck this for control accounts like AR and AP to prevent discrepancies between sub-ledgers and the GL.

Click to post the debit to AR and generate a client-facing PDF. Step 3: Cash Receipts and Allocations Go to AR Transactions > Receipt Voucher . visual dolphin accounting software tutorial exclusive

This exclusive setup prevents the dreaded "Database in use by another user" error which affects 40% of new Visual Dolphin networks.

Assign permissions so that your warehouse staff can see inventory but cannot view executive payroll.

Tracks client billing, credit limits, and cash receipts. [ General Ledger (GL) ] ▲ │ (Financial

Review line entries for missing decimals or transposed numbers. Check that the balance indicator reads 0.00 before posting.

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 .

Authorize the batch to print checks or generate an electronic banking file. Step 3: Cash Receipts and Allocations Go to

Set hard limits for specific clients. If a client exceeds their credit limit, Visual Dolphin can be configured to "Stop" any new sales orders until a payment is applied.

Visual Dolphin is a cutting-edge accounting software designed to streamline financial management processes for businesses. Its intuitive interface and advanced features make it an ideal choice for accountants, bookkeepers, and business owners seeking to optimize their financial operations.