Map accounts to specific departments, divisions, or projects to monitor profitability by business unit.
Switch to the to set credit limits, payment terms (e.g., Net 30), and link the profile to a specific AR control account in the GL. Step 2: Issuing a Sales Invoice / Debit Note
This is where Visual Dolphin excels. Tracking a project from proposal to billing is straightforward. 4.1 Creating a New Project Navigate to the module. Click New Project . Fill in the client, project name, and manager.
Visual Dolphin features an analytical reporting engine that allows data extraction for audits, management meetings, and tax filings. Standard Financial Statements visual dolphin accounting software tutorial
Which (like inventory management or payroll) you plan to use? Whether you need to integrate multi-currency support ?
Once the field hits exactly 0.00 , click Finalize Reconciliation . 6. Generating Financial Reports
Finley: "Here, you'll enter your company name, address, and other basic information. You'll also set up your financial periods and currency. Don't worry, it's easy!" Map accounts to specific departments, divisions, or projects
Restrict sensitive modules (like payroll or configuration settings) by setting up role-based access control under User Management .
Similar to sales, purchasing workflows are customizable and can be set to move through predefined approval statuses (e.g., from quotation to approved order). Software Design | Consulting Group Training and Support Resources Live Online Sessions: Since July 2020, Software Design Consulting Group
Regular bank reconciliations ensure your internal books perfectly match your real-world bank statements. Tracking a project from proposal to billing is
Record receipts from suppliers and shipments to customers. Costing Methods: Supports FIFO, Weighted Average, etc. 7. Generating Reports and Financial Statements Visual Dolphin offers powerful reporting tools. 7.1. Trial Balance Navigate to General Ledger > Reports > Trial Balance . Select the date range to check if debits equal credits. 7.2. Balance Sheet & Profit & Loss Go to Reports > Financial Statements .
: Users (e.g., CFOs or Controllers) can customize dashboards to display role-specific analytics and "drill down" into details like purchase orders or inventory balances. Data Export
Finley: "Thanks for watching, and happy accounting with Visual Dolphin!"
If your business handles physical goods, the Inventory module tracks stock levels and costs.
Visual Dolphin Retail is particularly strong in managing high-volume retail transactions. Sales -> Sales Order -> New . Select Customer: Enter details.
