With one click, she exported the visual report as a PDF and sent it off. For the first time, Maya wasn't just "doing her books"—she was navigating her business with total clarity. breakdown of the specific icons used in the Dolphin dashboard, or should we move on to setting up your first visual invoice
I can add specific step-by-step screenshots descriptions or custom configurations based on your needs. Share public link
View your key metrics (like profit trends or top-selling items) in a graphical format rather than just rows of numbers. Software Design | Consulting Group
The Dolphin mobile app (iOS/Android) has a feature called This is a simplified UI for scanning receipts on the go.
Tracking expenses is essential for managing your business finances. Here's how to record an expense: visual dolphin accounting software tutorial
Click and then Post to update the vendor balance and the General Ledger. Processing Accounts Receivable (Customer Invoicing)
Go to General Ledger > Reports > Trial Balance . Select the financial period to review all account balances and confirm debit/credit equilibrium.
In the line items workspace, input your debit and credit rows.
Commits the transaction permanently to the General Ledger. Note: Once posted, a transaction cannot be deleted; it must be reversed via a credit note or reversing journal entry. With one click, she exported the visual report
You can filter, group, and export reports to Excel or PDF for further analysis. 6. Advanced Features and Best Practices 6.1 Inventory Management
Mastering the Depths: A Complete Visual Tutorial for Dolphin Accounting Software
Visual Dolphin provides a comprehensive suite for financial management. By mastering these foundational steps—setting up the Chart of Accounts, managing AR/AP, and generating financial reports—you can ensure accurate financial tracking and informed decision-making.
Are you integrating this with like inventory or payroll? What user roles or permission levels are you configuring? Share public link View your key metrics (like
Use AP > Enter Bills to log vendor invoices.
Navigate to GL > Journal Entry . Enter the date, account codes, descriptions, and debit/credit amounts. Ensure the entry balances before saving.
Define your account structure. Visual Dolphin allows you to import an existing COA or create a new one tailored to your industry.