: Monitor payments and analyze sales trends by customer, brand, or item family . 5. Reporting & Insights
If you pay a deposit before receiving an invoice, register it as a "Payment in Advance." Later, use the Advance Allocation tool to match these funds against the final invoice. 3. Managing Accounts Receivable (AR)
Visual Dolphin Accounting Software Tutorial: A Comprehensive Guide to Streamlining Your Finances
This tutorial provides a step-by-step guide to navigating the software, setting up accounts, executing daily transactions, and generating reports. 1. Getting Started and Navigation visual dolphin accounting software tutorial
: Includes Project Management, Fixed Assets, Payroll, Point of Sale (POS), and Manufacturing. Key Operational Tutorials
Record customer payments via cash, check, or credit card. Visual Dolphin supports Batch Processing , allowing you to group daily receipts for easier bank reconciliation.
Regular training and leveraging the software’s automation features will ensure you get the maximum ROI from your accounting system. : Monitor payments and analyze sales trends by
When a customer pays, you must record the cash receipt and match it against the outstanding invoice:
What (e.g., Inventory, Payroll, fixed assets) do you use most? What version of Visual Dolphin are you running?
Visual Dolphin supports unlimited storage locations and tracks inventory down to specific bin numbers. Transfers between locations require an internal approval sequence to maintain accountability. Purchasing: Select the desired layout template
Navigate to General Ledger > Financial Statements . Select the desired layout template, define your current period vs. prior period comparison parameters, and click Preview . 2. Sub-ledger Aging Analysis
Closing a financial period locks transaction data to ensure financial figures remain static for audits. Month-End Closing Checklist
Enter any bank service charges or earned interest in the adjustments section, linking them to their respective expense/revenue accounts. Verify that the field equals zero. Click Reconcile to lock the period. 5. Month-End Closing and Reporting
: Some users find the built-in help sections and online chat features very effective at answering questions.
Visual Dolphin Accounting Software Tutorial: A Complete Guide