Before diving into data entry, it’s vital to understand the "Dolphin Logic." The software is built on a modular architecture, meaning tasks are grouped by business function (General Ledger, Accounts Payable, Accounts Receivable, Inventory, etc.).
When the vendor invoice arrives, use the "Three-Way Match" feature. The software compares the PO, the GRN, and the Invoice. If the totals match, it clears the invoice for payment, drastically reducing the risk of fraud or overpayment. 4. Master the Accounts Receivable & Billing visual dolphin accounting software tutorial exclusive
The COA is the backbone of your accounting system. Visual Dolphin allows for a multi-dimensional COA structure. Before diving into data entry, it’s vital to
Visual Dolphin is more than just a place to "do the books"—it’s a comprehensive tool for business intelligence. By mastering the integration between the modules, you eliminate manual entry errors and gain a 360-degree view of your company’s financial health. If the totals match, it clears the invoice
For service-based businesses, use the batch billing feature to generate hundreds of invoices simultaneously based on preset contract terms.
Upon logging in, you are greeted by a customizable dashboard. Use this to pin your most-frequently-used reports, such as your Daily Cash Flow or Aged Receivables.