Accelerate your order-to-cash cycle by mastering Visual Dolphin’s AR engine. Step 1: Customer Onboarding Navigate to > Customer Maintenance .
Execute the process. Visual Dolphin will automatically zero out all income statement accounts (revenue and expenses) and transfer the net balance to Retained Earnings, establishing opening balances for the new fiscal year. 7. Reporting, Analytics, and Business Intelligence
Check the box to mitigate financial risk during order entry. Invoicing and Revenue Recognition Launch AR Transactions > Sales Invoicing .
Drag and drop required fields into your workspace (e.g., Posting Date, Vendor Name, Amount). Apply filters (e.g., Amount > 5000 and Status = 'Unpaid' ). visual dolphin accounting software tutorial exclusive
Visual Dolphin utilizes a graphical interface designed for both beginners and experts. Visual Dolphin & Dolphin Horizon Financial | Management/ERP
Utilize the module to generate professional invoices quickly.
Download the installer from the official portal. Right-click the setup.exe and select "Run as Administrator" even if you are the admin. Visual Dolphin writes deep registry keys for its Visual Report Engine (VRE). If you double-click normally, the report previews will fail later. Visual Dolphin will automatically zero out all income
Define your period intervals. While monthly intervals (12 periods) are standard, Visual Dolphin allows a 13-period calendar for retail operations.
: Built-in diagnosis tools allow administrators to track and resolve issues affecting data quality. Inventory Control Visual Dolphin & Dolphin Horizon Financial | Management/ERP
The General Ledger is where all financial transactions reside. Proper setup ensures accurate reporting. Invoicing and Revenue Recognition Launch AR Transactions >
Update rates manually via System > Files > Currency Rates or configure an automated API feed.
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.