[Your Name/Company Name] Reading Time: 12 Minutes Difficulty Level: Beginner to Intermediate
Review system logs to track changes made by users. Conclusion
Restrict sensitive modules (like payroll or configuration settings) by setting up role-based access control under User Management .
The software features a modular interface where users access specific business functions through a main navigation menu. User Interface Layout visual dolphin accounting software tutorial
The software is built around several key financial and operational modules:
For retail-focused businesses, the module handles high-volume transactions across multiple sites.
Connects finance with other business functions, eliminating data silos. [Your Name/Company Name] Reading Time: 12 Minutes Difficulty
Managing what you owe ensures strong vendor relationships and optimized cash flow. Vendor Onboarding Navigate to . Click New Vendor and enter their corporate information. Define the default payment method and tax classifications. Recording Invoices and Processing Payments Go to AP > Transactions > Supplier Invoices .
Once launched, you are greeted by , the central personalized dashboard. Think of it not as a mere menu, but as your interactive command center. The MyDolphin interface is designed to streamline your daily workflow. Here’s a breakdown of its key sections:
Input the (e.g., "Petty Cash" or "Main Operational Bank Account"). User Interface Layout The software is built around
service for "how-to" questions and software issue resolution. Integrated Documentation:
Enter the expense account allocations or link the invoice directly to a Purchase Order (PO). Save the invoice to register the liability. To pay your bills: Navigate to . Filter open invoices by due date. Select the invoices you wish to clear.
Generate bank transfer files or print checks directly from the system. 5. Month-End Closing and Financial Reporting
Remember: The software is only as good as the data entered. Consistency in data entry is the key to mastering Visual Dolphin.
But Elena kept the old PC in the back office, unplugged, with the three backup floppy disks taped to the side.