Dolphin Accounting Software Tutorial: Visual

Disclaimer: This tutorial is based on general Visual Dolphin functionalities. Specific versions may vary. If you'd like, I can: Detail the steps for with the GL. Show you how to customize financial report templates .

Set up the Budget . Define project phases (e.g., Planning, Design, Execution) and allocate hours or costs to each phase. 4.2 Logging Time and Expenses

One of Visual Dolphin’s strongest features is . When you post a Sales Invoice, the CoGS (Cost of Goods Sold) is calculated automatically.

: The system covers standard accounting needs including: General Ledger : Centralized control of financial accounts. visual dolphin accounting software tutorial

In the grid below, distribute the costs. If the invoice matches a Purchase Order (PO), use the function to auto-populate lines, unit prices, and quantities.

Scenario: Broken goods or physical count variance.

: Includes automated check printing and "Payment Preparation" tools to handle global amounts across multiple suppliers. Disclaimer: This tutorial is based on general Visual

Most accounting activity happens in three core areas: Inventory, Sales, and Purchases. Here is how to handle a standard business cycle in Visual Dolphin.

: Most accounting software will require you to set up your company. This includes adding your company details, setting up bank accounts, and creating a chart of accounts.

Allocate broad blocks for Assets (1XXXX), Liabilities (2XXXX), Equity (3XXXX), Revenues (4XXXX), and Expenses (5XXXX). Show you how to customize financial report templates

Click the on the print preview toolbar.

Navigate to > Maintenance > Chart of Accounts . Click New on the toolbar.

The system automatically populates the and Voucher Number , though you can modify the date if posting to a prior open period. Enter a clear Description/Narration for the transaction.