Visual Dolphin Accounting Software Tutorial

Across almost every screen in Visual Dolphin, you will see a standardized top toolbar:

The financial core where journal entries, charts of accounts, and financial statements live.

Visual Dolphin is a powerful, integrated enterprise resource planning (ERP) and accounting software designed to streamline financial operations, optimize inventory control, and improve business decision-making. Whether you are a newly hired accountant, a business owner, or an IT administrator tasked with managing the system, mastering Visual Dolphin is essential for maximizing corporate efficiency.

The Visual Dolphin dashboard is designed for efficiency. Key areas include:

Navigate to General Ledger > Reports > Trial Balance . Select the target fiscal period, choose between summary or detailed views, and execute the run to confirm ledger equilibrium. visual dolphin accounting software tutorial

Input the inventory items or service codes sold. The system pulls default pricing from active price lists.

To ensure your Visual Dolphin records perfectly match your real-world bank statements, perform a monthly bank reconciliation.

A: Absolutely. Visual Dolphin Retail includes POS features like advanced pricing, loyalty programs, shift management, and return policy management, all integrated with inventory control and financial modules.

Set your local storage path directory and click . This data can now be fed into custom Business Intelligence (BI) pipelines or presentation decks. Section 6: System Maintenance and Troubleshooting Across almost every screen in Visual Dolphin, you

Track revenues, costs, and expenses over a specific date range to determine net profit.

If the bank statement includes unrecorded service fees, interest income, or exchange rate differences, utilize the Quick Journal Voucher button within the reconciliation screen to record them on the fly.

: Create reports that compare current performance against budgets or the previous year's data. Drill-Down Capability

Enter the and Invoice Date provided by the vendor. The Visual Dolphin dashboard is designed for efficiency

Once configuration is complete, you can begin processing daily business transactions. 1. Accounts Payable (AP) Workflows

Check for any pending approvals or upcoming payment deadlines. Software Design | Consulting Group 2. General Ledger (GL) Setup & Posting

Specify if the account holds local or foreign currency. Visual Dolphin natively supports multi-currency revaluations. Managing Accounting Periods