Before recording transactions, you must configure the software to match your business structure.
The General Ledger (GL) is the "brain" of the system, consolidating data from all other modules.
Establish credit limits for each customer. The system will alert you during sales order entry if a client exceeds their limit. visual dolphin accounting software tutorial
This tutorial provides a step-by-step guide to setting up and using the core accounting modules within the Visual Dolphin environment. 1. Initial Setup and Navigation
Customize your workspace with "Most Used Screens," notifications for pending approvals, and quick links to template reports. The system will alert you during sales order
The AR module is critical for tracking cash inflows and customer credit risks.
Define your account number structure. Visual Dolphin supports dual Chart of Accounts, sub-accounts, and sub-ledgers for granular tracking. Initial Setup and Navigation Customize your workspace with
Map accounts to specific departments, divisions, or projects to monitor profitability by business unit.
For sectors like construction or legal services, group all income and expenses under a specific Project ID to track dedicated project profitability.