First, you must configure the software to match your business's structure.
Under the , map the profile to its specific control account (e.g., Trade Payables Control Account) and set credit limits and payment terms (e.g., Net 30, 2% 10 Net 30). visual dolphin accounting software tutorial
Before diving into the software, it's important to verify your system meets the required specifications. Visual Dolphin is compatible with a wide range of Windows operating systems, including Windows XP, Vista, 7, 8, 10, and 11. The latest version is , developed from over two decades of industry expertise. First, you must configure the software to match
What specific or business model are you setting up (e.g., retail, media/advertising, wholesale trading)? Which module or feature Visual Dolphin is compatible with a wide range
| Module | Core Functionality | Key Benefits | | :--- | :--- | :--- | | | Central hub for all financial data; manages chart of accounts, budgets, and multi-currency transactions. | Supports dual charts of accounts, user-defined account structures, automatic recurring entries, and drill-down capabilities for detailed audit trails. | | 💰 Accounts Payable (AP) | Manages supplier invoices, tracks obligations, and controls outgoing cash flow. | Automates discount calculations, groups payments by batch, flags inactive suppliers, and features an approval workflow for payment orders. | | 💵 Accounts Receivable (AR) | Manages customer invoices, tracks incoming payments, and analyzes sales trends. | Helps optimize cash inflows, provides clear customer insights, and helps fine-tune offerings to maximize revenue. | | 🏗️ Job Costing | Tracks costs for projects based on time, materials, labor, and other expenses. | Estimates project costs, generates client quotations, and controls cost overruns. | | 🏢 Fixed Assets | Manages the entire lifecycle of company assets, from acquisition to disposal. | Features automated depreciation, flexible asset assignments, and real-time asset performance insights via dashboards. | | 📊 Reporting & Insights | Generates financial statements, dashboards, and analytics. | Provides critical information on payables, receivables, and overall financial health for strategic decisions. |