Dolphin Accounting Software Tutorial Exclusive New! | Visual

Visual Dolphin Accounting Software Tutorial: Exclusive Guide to Mastering Your Finances

: Third-party entities (customers and vendors) are created once in a central database to eliminate redundant data entry. Credit & Terms

Assign the (Asset, Liability, Equity, Revenue, or Expense). Click Save . Step 2: Defining Accounting Periods Go to GL Setup > Fiscal Calendar . Input the start and end dates for your current fiscal year.

Once you’ve mastered the basics, these advanced features will take your efficiency to the next level. visual dolphin accounting software tutorial exclusive

Dolphin often integrates with vessel monitoring systems and port authority APIs. An exclusive tutorial can safely demonstrate these integrations using simulated but realistic data without exposing a company’s live financial records. Gated access ensures that sensitive screen layouts and reporting structures are not publicly indexed or copied.

A payment order or other document is stuck in “Preparation” status and cannot be finalized.

Analyzes revenue against expenses. Can be filtered by company segments to view profitability by department or branch. Step 2: Defining Accounting Periods Go to GL

Disclaimer: This tutorial is based on general Visual Dolphin functionalities and is for educational purposes. Always refer to your specific company's documentation and version updates. [1] Share public link

Open the to set credit limits, tax codes, and payment terms (e.g., Net 30). Click Save . Processing a Sales Invoice Go to AR Transactions > Sales Invoice . Select the Customer Code from the drop-down menu. Enter the Invoice Date and Posting Date .

Go to General Ledger > Reports > Trial Balance . Run this report first to ensure total system balance. Dolphin often integrates with vessel monitoring systems and

| Feature | Path | Exclusive Tip | |---------|------|----------------| | | Settings → Currency | Set auto-exchange rate fetch (daily) | | Budget Control | Budget → Define | Enable real-time alerts when 90% budget exceeded | | Inventory Serial No. | Stock → Serial Tracking | Scan barcode to assign serial to invoice | | E-Invoicing | Export → IRN | One-click JSON generation for IRP portal |

What and approval workflows you need to establish?

Navigate back to the Fiscal Calendar and flip the current period status from Open to Closed . Advanced Reporting and Data Analytics