Visual Dolphin Accounting Software Tutorial Exclusive May 2026

Beyond Manuals: The Case for an Exclusive Visual Tutorial for Dolphin Accounting Software

3. Inventory Reconciliation: The F3 Magic Key

Reconciling physical stock with book stock is a nightmare in any system. In Visual Dolphin, stop running manual reports.

Step 5: Generating Financial Reports

Finally, let's generate some financial reports!

Conclusion

That's it! With this exclusive tutorial, you've learned the basics of Visual Dolphin Accounting Software and how to use its key features to streamline your financial management processes. Whether you're a small business owner or an accountant, this software is designed to save you time and increase productivity.

Get Started with Visual Dolphin Accounting Software Today!

Ready to experience the power of Visual Dolphin Accounting Software for yourself? Sign up for a free trial or schedule a demo with one of our expert representatives.

Additional Resources

By following this tutorial, you're one step closer to becoming a Visual Dolphin Accounting Software expert! Stay tuned for more tutorials, tips, and best practices to help you get the most out of this innovative accounting software.

Visual Dolphin is a comprehensive Enterprise Resource Planning (ERP) and financial management suite developed by Software Design & Consulting Group that consolidates accounting data into real-time strategic insights. Accounting and ERP Capabilities

The software is designed to serve a range of business sizes, from small shops to large multi-site operations.

General Ledger: Acts as the core hub, integrating financial data from all other modules. It supports multi-currency and multilingual operations for global use.

Accounts Receivable: Includes tools for tracking payments, optimizing cash flow, and analyzing customer sales trends.

Accounts Payable: Provides vendor transaction tracking and identifies discount opportunities to manage obligations.

Retail and POS: A specific "Visual Dolphin Retail" module offers a touch-screen interface for point-of-sale operations, providing instant pricing and inventory data.

Inventory Control: Features complex risk calculation tools that monitor customer balances, unsettled bills, and undelivered goods to help make informed credit decisions. Key Features for Users

Financial Flexibility: Users can modify account numbers during a current fiscal year, even for active accounts with balances, without requiring data conversion.

Analytical Dashboards: Information is presented in multidimensional graphical formats, allowing for easy exploration of data trends.

Productivity Workspace: Users can customize their daily workspace with task lists, reminders, appointments, and quick links to frequent transactions or reports.

Security & Data Integrity: Includes security groups to control application access and data diagnosis tools to track integrity issues. Training and Support Considerations

While the software is marketed as a powerful enterprise solution, some user feedback regarding company services (specifically Dolphin Web Solution) suggests a need for more comprehensive documentation and training materials to help users independently manage the platform.

Detailed specifications and module overviews can be found on the official Visual Dolphin page or by reviewing their comprehensive feature guide. Visual Dolphin & Dolphin Horizon Financial | Management/ERP

Title: Beyond the Numbers: A Critical Review of the "Visual Dolphin Accounting Software Tutorial Exclusive"

Introduction In the rapidly evolving landscape of financial management, accounting software has transitioned from simple digital ledgers to complex, enterprise-wide ecosystems. Among the niche solutions available to mid-sized and industry-specific firms is "Visual Dolphin," a software suite renowned for its flexibility and robust integration capabilities. However, the power of any software is limited by the user’s ability to navigate it. This essay explores the significance and content of the "Visual Dolphin Accounting Software Tutorial Exclusive," analyzing how specialized training materials are essential for unlocking the full potential of high-level financial technology.

The Complexity of Modern Accounting Ecosystems To understand the value of an exclusive tutorial, one must first appreciate the complexity of the Visual Dolphin software itself. Unlike off-the-shelf generic accounting platforms designed for small businesses, Visual Dolphin is often tailored for industries requiring detailed inventory management, complex job costing, and specific workflow automation. This depth creates a steep learning curve. Standard "help" menus or generic accounting guides often fail to address the specific nuances of such specialized software. Consequently, the "Visual Dolphin Accounting Software Tutorial Exclusive" serves not merely as a user manual, but as a bridge between abstract software architecture and practical, daily financial operations.

Unpacking the "Exclusive" Content The term "exclusive" in the context of this tutorial suggests a deep-dive into features that are not commonly understood or utilized by the average user. A standard overview might teach a user how to post an invoice, but an exclusive tutorial distinguishes itself by covering advanced modules.

Firstly, such a tutorial likely covers Custom Reporting and Analytics. Visual Dolphin is known for its ability to generate granular financial reports. An exclusive tutorial would guide users through the report writer tools, teaching them how to manipulate data fields to create custom profit-and-loss statements or cash flow projections tailored to specific stakeholder needs.

Secondly, the tutorial addresses Integration and Automation. Modern accounting rarely exists in a vacuum. The exclusive training material would presumably demonstrate how to synchronize Visual Dolphin with external databases, CRM systems, or banking platforms. By mastering these integrations, an accountant can automate routine tasks—such as bank reconciliation or inventory updates—thereby shifting their role from data entry to data analysis.

The Pedagogical Shift: From Theory to Application The efficacy of the "Visual Dolphin Accounting Software Tutorial Exclusive" lies in its pedagogical approach. High-level software training often suffers from being too theoretical. However, a quality exclusive tutorial moves beyond theory by utilizing scenario-based learning. Instead of simply listing menu options, a robust tutorial walks the user through a "day in the life" of a controller or financial manager. It simulates real-world crises, such as reconciling discrepancies in multi-currency transactions or rectifying corrupted inventory data. This hands-on approach empowers users to troubleshoot issues independently, reducing reliance on external IT support and increasing operational efficiency.

Economic Implications and ROI Investing time in an exclusive tutorial offers a tangible Return on Investment (ROI) for organizations. Software is often a company’s most expensive operational tool, yet studies consistently show that most employees utilize less than 20% of a program's features. By engaging with the "Visual Dolphin Accounting Software Tutorial Exclusive," organizations can flatten the learning curve, ensuring that the software’s advanced features—such as batch processing and predictive forecasting—are actually utilized. This maximizes the license value and minimizes human error, which is the primary cause of financial discrepancies in accounting.

Conclusion The "Visual Dolphin Accounting Software Tutorial Exclusive" represents a critical resource in the arsenal of modern financial management. It validates the idea that software is only as powerful as the expertise of the person using it. By demystifying complex modules, facilitating automation, and providing scenario-based training, the tutorial transforms Visual Dolphin from a daunting administrative burden into a strategic asset. In an era where data is king, the ability to master one's tools through exclusive education is the defining factor between a data entry clerk and a strategic financial advisor.

Visual Dolphin is a comprehensive Enterprise Resource Planning (ERP) and financial management suite developed by the Software Design Consulting Group

. Designed to bridge the gap between front-end operations and back-office accounting, it offers specialized modules for industries like retail, manufacturing, and media. Core Accounting Features

Visual Dolphin’s financial modules provide a real-time, integrated look at an organization's health. General Ledger (GL):

Acts as the central hub, consolidating data from all other modules to provide real-time strategic insights. It supports multi-currency and multilingual setups for global operations. Accounts Payable & Receivable:

These modules manage vendor obligations and track customer payments respectively, helping optimize cash flow. Batch Processing:

Purchases and other entries can be grouped into batches by supplier or employee for faster reconciliation. Drill-Down Analytics:

Users can drill down from high-level account balances directly to individual vouchers or source transactions. Visual Dolphin Operational Modules

Beyond standard accounting, the suite includes functional modules that feed directly into the financial records:

6. Troubleshooting Exclusive Tips

Part 8: Advanced Exclusive – Visual Basic Scripting for Dolphin

For the truly advanced user, Visual Dolphin allows embedded VBScript. The manual hides this.

2.1 Protection of Proprietary Workflows

Dolphin often integrates with vessel monitoring systems and port authority APIs. An exclusive tutorial can safely demonstrate these integrations using simulated but realistic data without exposing a company’s live financial records. Gated access ensures that sensitive screen layouts and reporting structures are not publicly indexed or copied.

Voucher Entry (Advanced Mode)

Visual Dolphin Accounting Software — Actionable Column

Overview

Key setup steps (do these once)

  1. Install and license

    • Confirm system requirements (Windows version, RAM, disk) and run installer with admin rights.
    • Apply license key and enable network sharing if multi-user. Backup installer and license file in a secure location.

  2. Firm profile & chart of accounts

    • Populate firm/company information (legal name, tax ID, fiscal year).
    • Import or create a Chart of Accounts (COA). Use these standard categories: Assets, Liabilities, Equity, Income, Expenses. Keep trust accounts separate and map trust-related COA to trust ledgers.

  3. Trust accounting setup

    • Create client/matter trust ledgers for each client matter.
    • Configure trust bank account(s) in the system to reconcile with the bank.
    • Enable check-writing and define signature approvals.

  4. User roles & permissions

    • Create user accounts aligned to roles (Admin, Accountant, Timekeeper, Billing Clerk).
    • Restrict access to trust ledgers and financial reports for compliance.
    • Enable audit logging.

Daily workflows (use these as checklists)

  1. Morning start

    • Sync or verify recent backups.
    • Review bank feeds/import new bank transactions (if supported) or prepare bank files for import.

  2. Time & expense entry

    • Timekeepers enter time daily by matter, using consistent task descriptions and time increments (e.g., 0.1/6-minute).
    • Attach expense receipts to expense entries or scan/upload them to the matter.

  3. Client trust handling

    • Record client retainer deposits immediately to the client trust ledger, allocating correct matter and deposit reference.
    • When applying trust to invoices, always document the authorization and generate an internal memo.

  4. Billing cycle

    • Run a pre-bill report to catch errors: negative balances, unbilled time, or duplicate entries.
    • Generate bills, send client statements, and record payments promptly.
    • Post payments to both AR and appropriate bank deposits.

  5. Reconciliation & close

    • Reconcile trust and operating bank accounts weekly or monthly.
    • Run and review key reports before month-end: Trial Balance, AR Aging, Client Ledger, Trust Ledger, Cash Receipts Journal.

Essential reports to run regularly

Common problems & fixes

Security & compliance (practical controls)

Efficiency tips & automation

Quick checklist for month-end close

  1. Reconcile all bank accounts (trust and operating).
  2. Clear outstanding unapplied receipts and write-offs with approvals.
  3. Run Trial Balance and compare to prior month for unexpected variance.
  4. Review AR Aging and follow-up on >60-day balances.
  5. Backup data and archive the month.

Training plan (first 30 days)

Resources to prepare (documents to have on hand)

One-line best practices

If you want, I can convert this into a printable one-page quick-reference checklist or a 30-day task schedule. Which would you prefer?

Visual Dolphin Accounting Software Tutorial: An Exclusive Guide

In the realm of accounting software, Visual Dolphin has emerged as a robust and user-friendly solution for businesses of all sizes. This exclusive tutorial aims to provide a comprehensive overview of the Visual Dolphin accounting software, guiding users through its features, functionalities, and benefits.

Introduction to Visual Dolphin

Visual Dolphin is a cutting-edge accounting software designed to streamline financial management processes for businesses. Its intuitive interface and advanced features make it an ideal choice for accountants, bookkeepers, and business owners seeking to optimize their financial operations.

Getting Started with Visual Dolphin

To begin with, users can download and install Visual Dolphin on their computer. Once installed, the software can be launched, and users can create a new company file or import an existing one. The dashboard provides an overview of the company's financial situation, including balance sheets, income statements, and cash flow statements.

Key Features of Visual Dolphin

  1. General Ledger: The general ledger module allows users to manage and track financial transactions, including journal entries, invoices, and payments.
  2. Accounts Payable: This module enables users to manage vendor invoices, bills, and payments, ensuring timely payments and maintaining good relationships with suppliers.
  3. Accounts Receivable: The accounts receivable module facilitates the management of customer invoices, credit notes, and payments, helping businesses to efficiently track and collect outstanding receivables.
  4. Payroll: Visual Dolphin's payroll module allows users to manage employee data, calculate salaries, and process payroll taxes, ensuring compliance with regulatory requirements.
  5. Reporting: The software provides a range of standard and customizable reports, enabling users to gain insights into their business's financial performance and make informed decisions.

Navigating the Visual Dolphin Interface

The Visual Dolphin interface is designed to be user-friendly and easy to navigate. The main menu provides access to various modules, including:

  1. Toolbar: The toolbar offers quick access to frequently used features, such as creating new transactions, saving, and printing.
  2. Navigation Pane: The navigation pane allows users to switch between modules and access different areas of the software.
  3. Workspace: The workspace is where users can view and interact with financial data, including ledgers, journals, and reports.

Tips and Tricks

To get the most out of Visual Dolphin, users can follow these tips:

  1. Customize your dashboard: Tailor your dashboard to display key financial metrics and performance indicators.
  2. Use keyboard shortcuts: Familiarize yourself with keyboard shortcuts to streamline navigation and data entry.
  3. Regularly back up your data: Ensure that your financial data is safe by regularly backing up your company file.

Advanced Features

Visual Dolphin offers advanced features, including:

  1. Integration with third-party applications: Integrate Visual Dolphin with other business applications, such as e-commerce platforms and payment gateways.
  2. Multi-user capabilities: Allow multiple users to access and work on the software simultaneously, with customizable user permissions.
  3. Security and compliance: Visual Dolphin ensures that financial data is secure and compliant with regulatory requirements.

Conclusion

In conclusion, Visual Dolphin accounting software is a powerful tool for businesses seeking to streamline their financial management processes. This exclusive tutorial has provided an in-depth overview of the software's features, functionalities, and benefits. By mastering Visual Dolphin, businesses can improve their financial performance, make informed decisions, and achieve long-term success. Whether you are an accountant, bookkeeper, or business owner, Visual Dolphin is an ideal solution for optimizing your financial operations.

Master Your Finances: The Exclusive Visual Dolphin Accounting Software Tutorial

In the fast-paced world of business, your choice of accounting software can be the difference between scaling effortlessly and drowning in paperwork. Visual Dolphin (VD) has emerged as a powerhouse ERP solution, particularly favored by mid-to-large-scale enterprises for its robust integration and user-friendly interface.

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

Before diving into data entry, it’s vital to understand the "Dolphin Logic." The software is built on a modular architecture, meaning tasks are grouped by business function (General Ledger, Accounts Payable, Accounts Receivable, Inventory, etc.).

The Dashboard: Upon logging in, you are greeted by a customizable dashboard. Use this to pin your most-frequently-used reports, such as your Daily Cash Flow or Aged Receivables.

Navigation Tree: 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)

The COA is the backbone of your accounting system. Visual Dolphin allows for a multi-dimensional COA structure.

Navigate to General Ledger > Maintenance > Chart of Accounts.

Define Segments: You can categorize by Department, Branch, or Project.

Account Types: 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

One of Visual Dolphin's most praised features is its automated procurement-to-payment pipeline.

Step 1: Purchase Order (PO): Create a PO in the Procurement module. This locks in the expected cost.

Step 2: Goods Received Note (GRN): When the items arrive, log the GRN. Visual Dolphin will automatically update your inventory levels in real-time.

Step 3: Invoice Matching: When the vendor invoice arrives, use the "Three-Way Match" feature. The software compares the PO, the GRN, and the Invoice. If the totals match, it clears the invoice for payment, drastically reducing the risk of fraud or overpayment. 4. Master the Accounts Receivable & Billing

Getting paid shouldn't be a chore. Visual Dolphin’s AR module is built for speed. visual dolphin accounting software tutorial exclusive

Batch Invoicing: For service-based businesses, use the batch billing feature to generate hundreds of invoices simultaneously based on preset contract terms.

Credit Control: 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.

Automated Reminders: 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

The true power of Visual Dolphin lies in its data extraction. You don't need to be a data scientist to get insights.

The Report Writer: 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.

Exporting to Excel: 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

In a professional environment, accountability is everything.

Role-Based Access: Assign permissions so that your warehouse staff can see inventory but cannot view executive payroll.

The Audit Log: Every single entry in Visual Dolphin is timestamped and tied to a user ID. If an entry is modified, the system keeps a "shadow log" of the original value for total transparency. Conclusion

Visual Dolphin is more than just a place to "do the books"—it’s a comprehensive tool for business intelligence. By mastering the integration between the modules, you eliminate manual entry errors and gain a 360-degree view of your company’s financial health.

Exclusive Tutorial: Mastering Visual Dolphin Accounting Software Visual Dolphin, developed by the Software Design Consulting Group (SDCG)

, is a high-performance ERP and financial management suite designed for diverse business environments. This guide provides a detailed walkthrough of its core accounting modules. 1. General Ledger (GL) & System Setup

The General Ledger is the central hub where all financial data is posted and reported. Multi-Currency Management

: Establish an unlimited number of currencies with daily rate updates.

The system supports dual base currencies (e.g., Local and USD) for international reporting. Custom Chart of Accounts

: Define up to a 10-character account structure to meet local fiscal regulations or international standards. Dual Reporting

: Run two parallel charts of accounts simultaneously, which is ideal for international branches that must report to both local authorities and a foreign corporate headquarters.

: Create multi-year budgets by department, project, or business unit. You can allocate these to specific accounting periods based on custom criteria. 2. Accounts Receivable (AR) & Sales

The AR module tracks every aspect of customer receivables to optimize cash inflow. Centralized Address Book

: Third-party entities (customers and vendors) are created once in a central database to eliminate redundant data entry. Credit & Terms

: Define specific payment terms and credit limits per customer. The system automatically enforces these during sales order or invoice creation. Receipt Processing

: Manage complex collections by settling invoices per customer or using "Global Receipts" for multiple clients at once. Aging Analysis

: Monitor cash flow using flexible aged trial balances (e.g., 30, 60, 90 days) defined by the user. 3. Accounts Payable (AP) & Purchasing

Efficiently track obligations to suppliers and control cash outflows. Payment Workflow

: Use "Payment Preparation" to allocate global amounts to outstanding invoices. Payments must typically move through an approval status (Preparation to Confirmed) before execution. Check Writing

: The system can automatically print checks for any payable voucher or record hand-written checks manually. Advance Allocation

: Record payments in advance and later allocate them to specific supplier invoices as they are received. Vendor Relations

: Track supplier performance by monitoring discounts taken and purchasing patterns to negotiate better future terms. 4. Advanced Reporting & Analysis

Visual Dolphin uses standard reporting tools to export data to formats like RTF, ASCII, or Microsoft Excel Real-Time Statements

: Generate Profit & Loss and Balance Sheets for any period at any time. Drill-Down Capability

: Navigate directly from a high-level account balance down to the specific voucher or transaction for deep auditing. Analytical Dashboards

workspace to customize daily tasks, reminders, and quick links to frequently used reports. 5. Security and Maintenance Role-Based Security

: Create security groups to limit user access to specific modules or individual functions within an application. Batch Processing

: Group transactions by operator or date to simplify the audit trail. Data Integrity

: Built-in diagnosis tools allow administrators to track and resolve issues affecting data quality. Inventory Control Visual Dolphin & Dolphin Horizon Financial | Management/ERP

Visual Dolphin Accounting Software: The Exclusive Tutorial & Guide

Visual Dolphin by Software Design Consulting Group is a sophisticated Enterprise Resource Planning (ERP) and financial management suite designed to provide real-time strategic insights. Built on over 20 years of industry experience, it offers extensive flexibility for global and local accounting needs through its multi-currency and multilingual capabilities.

This exclusive tutorial covers the core modules and advanced features that make Visual Dolphin a powerful tool for modern business management. 1. Mastering the General Ledger (GL)

The General Ledger is the central hub where all financial data is processed and reported. Core Setup & Configuration

Flexible Chart of Accounts: Define a 10-character account code structure that complies with international standards or local fiscal regulations.

Dual Chart of Accounts: Maintain two separate charts simultaneously—ideal for international branches that must report to local authorities while also following a unified corporate structure.

Cost Centers: Use multidimensional profit centers to assign transactions to specific projects, branches, or activities. Each center can be divided into three hierarchical sub-levels for deep analytical reporting. Key Operations

Batch Processing: Group transactions by type, operator, or date to simplify auditing. Batches can be kept active or closed as needed.

Drill-Down Capability: Navigate instantly from an account balance back to the original voucher or transaction for rapid verification.

Recurring & Reversing Entries: Automate monthly journals and easily reverse entries without deleting the original audit trail. 2. Managing Accounts Receivable (AR) Beyond Manuals: The Case for an Exclusive Visual

Visual Dolphin Accounts Receivable helps optimize cash inflow and identify your most reliable customers. Customer Management

Centralized Address Book: Create third-party accounts (customers, vendors, employees) once. They are available across all modules, eliminating redundant data entry.

Credit Controls: Define credit limits and payment terms per customer. The system automatically checks these limits when preparing sales orders or invoices. Receipts and Collections

Advance Allocation: Register payments received in advance and allocate them to outstanding invoices at a later stage.

Aging Analysis: Monitor your Aged Trial Balance with user-defined intervals (e.g., 30, 60, 90 days) to project cash flow and track past-due payments. 3. Streamlining Accounts Payable (AP)

The Accounts Payable module provides a comprehensive solution for managing obligations and vendor relationships. Payment Workflow

Payment Preparation: Allocate a global payment amount across multiple unsettled invoices from different suppliers.

Approval Levels: Move payment orders from "preparation" to "confirmed" through an approval workflow that requires appropriate user privileges.

Check Writing: Automatically print computer-generated checks or manually record hand-written checks to keep the cashbook updated. 4. Exclusive Productivity Features

Visual Dolphin includes specialized tools to enhance daily operations beyond basic accounting.

MyDolphin Workspace: A personalized workspace where you can list daily tasks, appointments, and quick links to your most-used reports or transaction screens.

Automated Alerts: Set triggers for specific situations, such as stock reaching a reorder level or missing materials. Alerts are sent via SMS or email.

Industry-Specific Modules: Specialized support for industries including Media Production (media planning and buying), Manufacturing (profitability analysis), and Retail (serial number tracking and POS management). 5. Security and Reporting

User Permissions: Classify users into security groups to control access to specific functions and data fields.

Advanced Reporting: Generate standard financial statements (Balance Sheets, P&L) or custom budget analysis reports. All data can be exported to Excel, ASCII, or RTF formats. Visual Dolphin Financials | LinkedIn

Visual Dolphin is a comprehensive ERP solution developed by Software Design Consulting Group that integrates various financial and operational modules. Software Design | Consulting Group Core Accounting Setup General Ledger (GL)

: Centralizes financial data from all applications to provide real-time strategic insights.

: Supports dual Charts of Accounts and user-defined account number structures. Automation

: Features automatically recurring journal entries and auto-reversing entries. Visibility

: Offers drill-down capabilities from an account balance directly to a voucher or transaction. Accounts Receivable (AR)

: Tracks payments and analyzes sales trends to optimize cash flow.

: Includes functions to view and select outstanding invoices per customer.

: Helps determine the most reliable customers based on detailed history. Accounts Payable (AP)

: Manages vendor obligations and identifies discount opportunities. Settlements

: Provides flexible settlement options, including "hold" or "release" for specific invoices.

: Enables registering advance payments and allocating them later to unsettled invoices. Exclusive Management Features Multi-Dimensional Reporting

: Generates standard and custom financial statements, including Balance Sheets and Profit & Loss, in multiple currencies and languages.

: Creates budgets by project, branch, or cost center, and maintains different budget scenarios. Project Accounting

: Ideal for construction or legal services, it allows separate control and grouping of payments under specific projects. Audit Trails

: Provides comprehensive audit trails at the level of every entry for transparency. MyDolphin Workspace

: A personalized dashboard that notifies users of pending actions and allows shortcuts to favorite screens. Software Design | Consulting Group Specialized Industry Modules Visual Dolphin - Software Design | Consulting Group

Mastering Visual Dolphin: A Quick Guide to Modern Accounting Visual Dolphin is an integrated ERP solution developed by the Software Design Consulting Group

. It is designed to streamline critical business processes for organizations of all sizes, from startups to large enterprises. Core Accounting Modules

Visual Dolphin centralises financial data through several key modules to provide real-time insights for strategic decision-making: General Ledger

: This acts as the core of your operations, consolidating data from all other applications. It supports dual currencies and multilingual capabilities, making it ideal for both local and global needs. Accounts Receivable

: This module tracks customer payments, optimizes cash inflows, and analyzes sales trends to help maximize revenue. Accounts Payable

: Offers a comprehensive solution for managing vendor obligations and controlling cash flow with clear insights into purchasing patterns. Top Features for Efficiency Dual Chart of Accounts

: Supports complex structures including sub-accounts, sub-ledgers, and specific cost center mapping. Automated Journal Entries

: Generate automatically recurring entries and perform automatic postings from other modules. Deep Drill-Down

: Users can drill down from an account balance directly to specific vouchers and transactions for complete transparency. Budget Management

: Create and maintain different budget scenarios based on projects, branches, or business units. Software Design | Consulting Group Setting Up Your Workspace The software includes a My Dolphin feature, which serves as a personalized productivity hub. Software Design | Consulting Group Daily Tasks & Reminders : List your essential to-dos and set appointments. Quick Links

: Create shortcuts to frequently used transactions or template reports. Security Groups

: Manage access by creating security groups that control which applications and functions specific users can see. Software Design | Consulting Group Specialized Industry Tools

Beyond standard accounting, Visual Dolphin offers niche modules tailored for specific sectors: Manufacturing

: Track work orders, material usage, and analyze profitability against initial estimates. Sales & Purchase Forecasting Go to Inventory $\rightarrow$ Stock Journal

: Use historical data and market trends to forecast cash flow and financing needs. Commission Tracking

: A flexible tool for calculating salesman commissions based on item families, brands, or specific target amounts. Software Design | Consulting Group For further assistance, you can find the Visual Dolphin Download or explore more details on for the General Ledger or see how the Manufacturing module integrates with your accounts? Visual Dolphin & Dolphin Horizon Financial | Management/ERP

Accessing "Dolphin Vision" (Predictive P&L)

  1. Reports > Financial > Profit & Loss
  2. Do not click "Run." Click the dropdown arrow next to Run and select "Predictive Mode."
  3. A slider appears: "Forecast Months: 0 to 6."
  4. Slide to 3.
  5. What happens: Visual Dolphin analyzes your open POs, recurring bills, and sales pipeline to project your P&L three months into the future. It excludes one-time audit adjustments.
  6. Exclusive Tip: Hit Ctrl + P on this predictive report. Then select "Export to Excel with Macros." This exports the dynamic formulas, not just the numbers. You can then adjust future revenue assumptions inside Excel and push them back into Dolphin via File > Import Forecast. No other software does this.
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