Visual Dolphin Accounting Software Tutorial Exclusive Here

Restrict sensitive modules (like payroll or GL posting) to authorized personnel using role-based permissions.

When a customer pays, open Accounts Receivable > Transactions > Cash Receipts . Select the customer and the payment method (Cash, Check, Wire).

Time & expense entry

Data is only as valuable as the insights you extract from it. Visual Dolphin provides a robust suite of reporting options. Standard Financial Statements

| Feature | Path | Exclusive Tip | |---------|------|----------------| | | Settings → Currency | Set auto-exchange rate fetch (daily) | | Budget Control | Budget → Define | Enable real-time alerts when 90% budget exceeded | | Inventory Serial No. | Stock → Serial Tracking | Scan barcode to assign serial to invoice | | E-Invoicing | Export → IRN | One-click JSON generation for IRP portal | visual dolphin accounting software tutorial exclusive

Select the . The system will automatically populate payment terms and currency based on the vendor master file. Enter the Supplier Invoice Number and date.

Confirm tax application and finalize by clicking . Step 2: Recording Customer Receipts Restrict sensitive modules (like payroll or GL posting)

Offers snapshot reporting of assets, liabilities, and equity with options for comparative years.

Navigate to Financial Reporting > Reports . Customize your date ranges and reporting dimensions (e.g., by department or project). Time & expense entry Data is only as

Daily workflows (use these as checklists)