Tutorial — Visual Dolphin Accounting Software

Input your structured account number. Visual Dolphin supports alphanumeric, segmented structures (e.g., 1110-001 where 1110 represents Cash and 001 represents Main Vault).

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.

Go to Customers > New Customer to add client details. visual dolphin accounting software tutorial

If an account balance looks incorrect, right-click the account row in the Trial Balance and select Drill Down / Audit Trail . This action allows you to view every individual transaction line that contributed to that specific total, down to the user ID who entered it.

The biggest advantage of using software like Visual Dolphin is the ability to generate instant financial statements. Input your structured account number

Manually clear outstanding exceptions, note bank fees, and click when your book balance perfectly matches the adjusted bank balance. 6. End-of-Period Closing Procedures

For users in the UAE, KSA, or Bahrain, VAT handling is non-negotiable. Visual Dolphin has a dedicated Tax Matrix. By mastering these foundational steps—setting up the Chart

Tools → User Management

A clean configuration minimizes downstream processing errors. This section covers the initialization of basic financial blocks. 1. Setting up the Chart of Accounts (COA)

Perform bank reconciliations weekly rather than monthly to catch errors early.

Transactions → Sales Invoice