Tracks customer payments and cash inflows, using an integrated address book to eliminate redundant data entry. Fixed Assets Management:
: Users can download official product manuals and Quick Reference Guides (QRG) directly from the developer's support site.
Generate direct financial invoices via AR > Transactions > Invoices .
Choose the where the funds were deposited and select the Customer . visual dolphin accounting software tutorial
Click and then Post to update the vendor balance and the General Ledger. Processing Accounts Receivable (Customer Invoicing)
To generate standard reports like Balance Sheets or Profit & Loss statements:
To run your vital end-of-month statements, head to > Reports : Tracks customer payments and cash inflows, using an
Dolphin ditches the dense ledgers for a visual, flow-based interface. But switching to a "visual" system requires a new way of thinking. You don’t just type numbers into boxes; you move "cards," watch "currents," and navigate a "dashboard ocean."
Before shutting down a period, verify data integrity by running these system checks:
[Account Class] -> [Department Code] -> [Main Account] -> [Sub-Account] Example: 1-100-1120-01 (Asset - Main Branch - Accounts Receivable - Domestic Clients) Choose the where the funds were deposited and
A: The tool will highlight differences. You must correct these discrepancies before proceeding to close the balance, as once the balance is closed, modifications are not permitted.
Manually clear outstanding exceptions, note bank fees, and click when your book balance perfectly matches the adjusted bank balance. 6. End-of-Period Closing Procedures