Visual Dolphin Accounting Software Tutorial Guide

Always verify that your AR and AP aging reports perfectly match the control accounts in your General Ledger before closing a month.

Set credit limits and payment terms (e.g., Net 30) to automate future invoice deadlines. Issuing Invoices and Receiving Payments

But Elena discovered a hidden feature: in the top-left corner unlocked “Expert Mode.” Expert Mode added a batch transaction screen that bypassed the pod system entirely.

: Use the wizard to select account ranges and reporting periods. visual dolphin accounting software tutorial

The screen will display two columns: Unpresented Checks and Uncleared Deposits .

If printing a physical check, select to send the layout directly to your pre-printed check templates.

By 2005, Visual Dolphin was gone. Microsoft bought the company, shelved the code, and replaced it with something generic. Always verify that your AR and AP aging

Its "visual" aspect refers to its intuitive interface designed to show the flow of money and resources across projects, making it a favorite for firms that bill by the hour or project milestone. 2. Getting Started: Setup and Configuration

This comprehensive tutorial will guide you through the essential modules, initial setup, daily operations, and advanced reporting features of Visual Dolphin. 1. Introduction to the Visual Dolphin Interface

The program’s hidden gem was the Accessed by pressing Ctrl+Alt+D on the main menu, it generated a plain-text cash flow projection based on historical averages. It wasn’t accurate—off by 15% typically—but it could spot trends. : Use the wizard to select account ranges

Visual Dolphin is known for its ability to handle complex, multi-site operations. By automating financial records and providing real-time data, it significantly impacts business performance by increasing operational efficiency, reducing costs, and ensuring regulatory compliance. Unlike standalone accounting tools, Visual Dolphin integrates inventory, sales, and purchasing directly into the general ledger. 2. Getting Started: Installation & Setup

Set up the Budget . Define project phases (e.g., Planning, Design, Execution) and allocate hours or costs to each phase. 4.2 Logging Time and Expenses

Which (like inventory management or payroll) you plan to use? Whether you need to integrate multi-currency support ?

: Filter by specific company sites or departments in multi-site databases.

Grows with your business, allowing you to add modules as needed. 2. Getting Started: Installation and Setup