Visual Dolphin Accounting Software Tutorial Exclusive ((hot)) -
Add your most-used screens (e.g., Trial Balance, Journal Entries) to the Favorites menu for one-click access.
The interface displays all un-cleared book transactions (checks, deposits, bank charges) on one side and allows imports of electronic bank statements on the other.
Go to General Ledger > Processes > Forex Revaluation . The system evaluates foreign currency accounts against current month-end exchange rates, automatically posting unrealized gains or losses.
Never create the same third party twice. The address book is the for all customers, suppliers, and employees. Check for existing records before creating a new one. visual dolphin accounting software tutorial exclusive
Tracks vendor liabilities, purchase invoices, payment schedules, and bank disbursements.
Click . Grouping JVs into batches allows for dual verification before final posting.
Verify that the reads exactly zero before locking the reconciliation. The Month-End Closing Checklist Add your most-used screens (e
💡 Use the Sales Trends analysis tools to identify your most profitable customers, seasonal patterns in receivables, and opportunities to tighten credit terms where needed.
Ensure the total batch debits exactly equal the total batch credits. Visual Dolphin enforces double-entry rules and will reject an unbalanced voucher. Click and route the batch to a manager for approval. Accounts Payable (AP) Invoice Processing
The official (yourdolphin.com) offers video tutorials that help you navigate Dolphin’s features and work toward certification. Check for existing records before creating a new one
Accounts Payable > Maintenance > Vendor Master . Input accurate payment terms and tax IDs.
Don’t wait until month‑end to discover discrepancies. Run subsidiary ledger reports (AP Aged Payables, AR Aged Receivables) daily or weekly and reconcile them to the General Ledger control accounts.
This sequence ensures that your Chart of Accounts is correctly defined, inventory valuation methods are applied, and that all subsequent entries flow into accurate financial reporting. Successful implementation will lead you to the heart of the user experience: MyDolphin.