Visual Dolphin Accounting Software Tutorial Exclusive May 2026

Set hard limits for specific clients. If a client exceeds their credit limit, Visual Dolphin can be configured to "Stop" any new sales orders until a payment is applied.

Use the built-in "Query Tool" to create custom reports. Want to see sales by region vs. cost of goods sold? You can drag and drop these fields to create a live-updating report.

In a professional environment, accountability is everything. visual dolphin accounting software tutorial exclusive

Ensure you correctly label accounts as Assets, Liabilities, Equity, Revenue, or Expenses. Visual Dolphin uses these labels to automate your Balance Sheet and P&L statements. 3. The "Exclusive" Workflow: Seamless Accounts Payable

Located on the left, this allows you to toggle between modules without closing your active windows—a lifesaver for multitaskers. 2. Setting Up Your Chart of Accounts (COA) Set hard limits for specific clients

This exclusive tutorial is designed to take you from a beginner to a confident power user, covering the essential workflows that make Visual Dolphin a market leader. 1. Getting Started: The Visual Dolphin Interface

Unlike some legacy systems, Visual Dolphin maintains its formatting when exporting to Excel, making your month-end presentations look professional with minimal tweaking. 6. Security and Audit Trails Want to see sales by region vs

Exclusive tip: Set up the automated dunning letter system to email clients once their invoices hit 30, 60, or 90 days overdue. 5. Advanced Reporting and Analytics

Create a PO in the Procurement module. This locks in the expected cost.