Visual Dolphin Accounting Software Tutorial Exclusive →

Go to General Ledger > Reports > Trial Balance . Run this report first to ensure total system balance.

Visual Dolphin has powerful automation that many users underutilize:

: Create security groups to limit user access to specific modules or individual functions within an application. Batch Processing

Navigate to AP > Periodic Processing > Payment Run . Filter open invoices by due date or discount eligibility. The system generates a proposed payment list. Once approved by a manager, Visual Dolphin formats the data for check printing or electronic bank transfer files (NACHA/SEPA). 4. Advanced Features and Power-User Configurations Multi-Currency and Exchange Rate Adjustments visual dolphin accounting software tutorial exclusive

Visual Dolphin offers advanced features, including:

Manage meetings, personal notifications, and scheduled reminders directly within Visual Dolphin.

Tracks vendor liabilities, purchase invoices, payment schedules, and bank disbursements. Go to General Ledger > Reports > Trial Balance

Built on robust database architecture to ensure zero data corruption and real-time transaction processing.

Never delete a supplier with historical transactions—doing so would break historical reports. Instead, the supplier record. Visual Dolphin will flag it as inactive and prevent new transactions, but all past invoices and payments remain accessible for reporting.

Process all recurring journal entries, depreciations, and accruals. Run foreign currency revaluations. Batch Processing Navigate to AP > Periodic Processing

Register payments received in advance and allocate them to outstanding invoices at a later stage.

Use the built-in "Query Tool" to create custom reports. Want to see sales by region vs. cost of goods sold? You can drag and drop these fields to create a live-updating report.

Ensure your IT team has scheduled automated backups to prevent data loss.

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.