Navigate to . Select the customer code paying the invoice.
The system supports dual base currencies (e.g., Local and USD) for international reporting. Custom Chart of Accounts
Re-open the period in the Fiscal Calendar (admin rights required) or change the transaction date to the current active period.
Visual Dolphin will display all un-cleared book entries on screen. Check off the transactions that appear on your statement. visual dolphin accounting software tutorial exclusive
To proceed, would you like a for setting up a chart of accounts, or Visual Dolphin & Dolphin Horizon Financial | Management/ERP
Move to the transaction lines grid. Enter the account code, then input either a Debit or Credit amount.
: Generate Profit & Loss and Balance Sheets for any period at any time. Drill-Down Capability Navigate to
The General Ledger is the central hub where all financial data is posted and reported. Multi-Currency Management
Before we touch a single button, you must understand the architecture. Unlike QuickBooks (transaction-centric) or Xero (cloud-centric), Visual Dolphin is .
Navigate to Accounts Payable > Transactions > Invoice Registration . Select the vendor, input the invoice number, date, and line-item details. Allocate expenses to specific cost centers using the account segments. Custom Chart of Accounts Re-open the period in
Use the tab to log unforeseen bank fees or interest earned directly from this screen.
Upon completion, participants receive a .
Like any sophisticated software, Visual Dolphin can present challenges—especially for new users. Here are the most common issues and how to resolve them.
: Generates purchase orders automatically based on pre-set reordering rules and approved requisitions, helping to avoid inventory shortages.
: Users can click directly on an account balance and drill down straight to the voucher and specific transaction level. 💸 Accounts Payable (A/P)