Visual Dolphin Accounting Software Tutorial __top__ -

Visual Dolphin is a comprehensive ERP and accounting solution designed to streamline financial operations for businesses, particularly those in high-volume retail and distribution. This tutorial article provides a step-by-step overview of how to navigate its core functionalities. 1. Getting Started: Navigation and Setup

  1. Click the "Gull Icon" (Reports).
  2. Select "The Aerial View" (P&L).
  3. Use the Sliders: A 3D graph appears. The "Mountains" represent your income; the "Valleys" represent your expenses.
  4. Drill Down: Double-click on the "Marketing Mountain." The screen zooms in to show you every Facebook, Google, and direct mail expense that makes up that mountain.

Tutorial: Customizing the COA

  1. Go to General Ledger > Chart of Accounts.
  2. You will see a pre-defined list:

    Standard Reports: Instantly generate critical documents, including: Trial Balances (Comparative or Yearly) Profit & Loss Statements Balance Sheets VAT Reports for tax compliance 5. Advanced Productivity Tools visual dolphin accounting software tutorial

    Visual Dolphin uses a centralized address book where third-party accounts are created as "contacts". Visual Dolphin is a comprehensive ERP and accounting

    Aging Reports: Debtor Aging (what customers owe) or Creditor Aging (what you owe suppliers). Define Filters: Specify your criteria, including: Click the "Gull Icon" (Reports)

    3. Defining Preferences

    Before processing transactions, check your System Preferences. Here you can enable features like:

    1. Locate the Fishing Pole Icon: This is the "New Transaction" button, located at the bottom center of your screen.
    2. Drag & Drop Receipts: Instead of a form, a "Net" appears. Drag a PDF or photo of your receipt into the net.