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.).
Every single entry in Visual Dolphin is timestamped and tied to a user ID. If an entry is modified, the system keeps a "shadow log" of the original value for total transparency. Conclusion
Exclusive tip: Set up the automated dunning letter system to email clients once their invoices hit 30, 60, or 90 days overdue. 5. Advanced Reporting and Analytics visual dolphin accounting software tutorial exclusive
For service-based businesses, use the batch billing feature to generate hundreds of invoices simultaneously based on preset contract terms.
Assign permissions so that your warehouse staff can see inventory but cannot view executive payroll. Before diving into data entry, it’s vital to
When the items arrive, log the GRN. Visual Dolphin will automatically update your inventory levels in real-time.
Set hard limits for specific clients. If a client exceeds their credit limit, Visual Dolphin can be configured to "Stop" any new sales orders until a payment is applied. Conclusion Exclusive tip: Set up the automated dunning
The COA is the backbone of your accounting system. Visual Dolphin allows for a multi-dimensional COA structure.
One of Visual Dolphin's most praised features is its automated procurement-to-payment pipeline.
Unlike some legacy systems, Visual Dolphin maintains its formatting when exporting to Excel, making your month-end presentations look professional with minimal tweaking. 6. Security and Audit Trails