(Closing shot of Finley the Dolphin and the Visual Dolphin Accounting Software logo)
Create manual entries or set up Recurring Journal Entries for fixed monthly expenses like rent or depreciation.
Go to (or Receivable) > Maintenance > Vendors (or Customers ). visual dolphin accounting software tutorial
Go to GL Setup > Fiscal Periods . Define your start and end dates. Lock historic months to prevent unauthorized retrospective entries.
Set up employee profiles, including roles, hourly rates, and payroll details. 3. The Core Modules Overview (Closing shot of Finley the Dolphin and the
Input the inventory items or service codes sold. The system pulls default pricing from active price lists.
Regular bank reconciliations ensure your internal books perfectly match your real-world bank statements. Define your start and end dates
Log vendor invoices or employee reimbursable expenses directly to the project to track actual costs against the budget. 5. Tutorial: Accounts Receivable (Invoicing) Visual Dolphin allows for flexible billing methods. 5.1 Generating an Invoice Go to Billing > New Invoice . Select the Project . Choose the billing type:
Finley: "In Visual Dolphin Accounting Software, you can easily add, edit, or delete accounts. You can also customize your account types and subgroups."
: Filter by specific company sites or departments in multi-site databases.