Use the batch closing feature for fast book reconciliation at any time. Analysis
Use AP > Transactions > Purchase Invoices . Link invoices to purchase orders to maintain accuracy.
Authorize the batch to print checks or generate an electronic banking file.
Time & expense entry
Visual Dolphin is a comprehensive, integrated ERP (Enterprise Resource Planning) and accounting solution designed to manage complex business processes. It is popular for its ability to handle multi-currency transactions, advanced inventory management, and deep financial reporting [1]. General Ledger (GL): The backbone of your financial data. Accounts Payable (AP): Managing vendor payments. Accounts Receivable (AR): Managing customer invoicing.
The true power of Visual Dolphin lies in its data extraction. You don't need to be a data scientist to get insights.
: Tracks payment arrivals, calculates aging debts, and provides sales pattern breakdowns to maximize revenue collection. 🖥️ Operational Navigation: "My Dolphin" visual dolphin accounting software tutorial exclusive
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
Managing corporate finances demands an ERP system that balances robust computing power with intuitive navigation. Visual Dolphin Accounting Software stands out as a premier solution designed to streamline financial operations, optimize inventory control, and automate complex billing cycles.
Accelerate your cash collection cycle using integrated invoicing tools and automated customer aging insights. Customer Onboarding and Credit Limits Navigate to > Customers . Use the batch closing feature for fast book
AR > Transactions > Customer Payments . Apply payments directly to specific invoices. 4. Advanced Reporting & Analysis
Reconciliation & close
Access via GL Reports > Financial Statements > Balance Sheet . Select the period to view assets, liabilities, and equity. Authorize the batch to print checks or generate
Assign permissions so that your warehouse staff can see inventory but cannot view executive payroll.
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.