Visual Dolphin Accounting Software Tutorial Exclusive <RECOMMENDED · 2025>

Take advantage of the system’s audit trail capabilities. Every entry is tracked, making it easier to detect errors or unauthorized changes. Establish user roles and permissions to ensure that employees only access the modules and data they need for their jobs.

Ensure all sub-ledgers (AR, AP, Inventory) have posted their respective batches to the General Ledger.

The official (yourdolphin.com) offers video tutorials that help you navigate Dolphin’s features and work toward certification.

Periodically review the system log files to track changes made to master files or historical transactions. visual dolphin accounting software tutorial exclusive

One-line best practices

Allocate the expenses to the correct GL account codes in the distribution grid. Click . Executing a Payment Run Go to AP Transactions > Payment Processing . Filter open invoices by due date or vendor priority. Select the invoices you wish to pay. Choose the Payment Method (Check, Bank Transfer, or Cash).

Click to update the sub-ledger and General Ledger simultaneously. 4. Mastering Accounts Payable (AP) & Procurement Take advantage of the system’s audit trail capabilities

The software is designed to be user-friendly for both beginners and experts, with specific modules tailored to various business needs: Visual Dolphin & Dolphin Horizon Financial | Management/ERP

Click . Grouping JVs into batches allows for dual verification before final posting.

: Record payments in advance and later allocate them to specific supplier invoices as they are received. Vendor Relations Ensure all sub-ledgers (AR, AP, Inventory) have posted

Configure automated nightly backups of the database via the System Administration menu.

To modify any native layouts, select within the preview viewer window. You can drag and drop additional tracking fields or hit the Export to Excel icon to safely analyze raw data frames in a spreadsheet environment.