Visual Dolphin Accounting Software Tutorial Jun 2026

Once installed, you will see the Company Dashboard. To create a new entity:

: With a single click, Sarah exported the final balance sheet to Excel for her presentation, knowing the data was synchronized in real-time across all departments.

(Software screenshots appear on screen, showing how to create a journal entry)

Before processing financial transactions, you must familiarize yourself with the user interface (UI) and navigation logic of Visual Dolphin. The system relies on a modular, permission-based desktop layout. The Dashboard and Menu Structure visual dolphin accounting software tutorial

To pay multiple suppliers at once, use the "Payment Preparation" tool. You enter a total amount, and the system helps you distribute it across different invoices. Issuing Checks:

Maintaining a reliable ERP platform involves periodic administrative oversight. End-of-Period Closing Workflows

Request an administrator open the period temporarily in Fiscal Periods Setup, post, and then re-lock it. Once installed, you will see the Company Dashboard

[Insert image here showing a receipt hovering over three colored circles]

Wherever you are (Inventory, Vouchers, Reports), pressing opens the Global Search. Type "Customer A" or "Invoice 1023" to jump directly to that record without navigation.

Navigate to > Reports > AR Aging Report . The system relies on a modular, permission-based desktop

Visual Dolphin is a comprehensive Enterprise Resource Planning (ERP) and accounting software designed to manage various aspects of a business, including finance, inventory, human resources, and sales. It is known for its intuitive interface, modular structure, and strong reporting capabilities. Key Benefits of Visual Dolphin

Example:

In the grid below, distribute the costs. If the invoice matches a Purchase Order (PO), use the function to auto-populate lines, unit prices, and quantities.

Panicked, she found the hidden key shortcut labeled “Reverse Transaction” buried in the help file (which was just a .txt file called DOLPHIN.TXT ).

The center of the screen displays your working forms. Visual Dolphin supports a multi-window layout, allowing you to open a journal entry screen alongside a vendor ledger screen simultaneously. Universal Navigation Shortcuts and Icons