Visual Dolphin Accounting Software Tutorial !!exclusive!! Online

Customize your workspace with "Most Used Screens," notifications for pending approvals, and quick links to template reports.

Reports → GST → GSTR-1 (Outward supplies – sales)

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 .

Post the payment voucher to debit Accounts Payable and credit the Bank account. 5. Bank Reconciliation visual dolphin accounting software tutorial

Create manual entries or set up Recurring Journal Entries for fixed monthly expenses like rent or depreciation.

Instantly generate critical documents, including: Trial Balances (Comparative or Yearly) Profit & Loss Statements Balance Sheets VAT Reports for tax compliance 5. Advanced Productivity Tools

The most important lesson came from a power surge. Click New Vendor and enter their corporate information

: Tracks customer payments, analyzes sales trends, and manages aged trial balances.

Once a month is reconciled and closed, lock the fiscal period to prevent users from accidentally altering past historical data.

The financial core where journal entries, charts of accounts, and financial statements live. Post the payment voucher to debit Accounts Payable

To run your vital end-of-month statements, head to > Reports :

Manually apply the payment amount to the specific invoice(s) or click to clear the oldest debts first. Save and Post . 4. Accounts Payable (AP) Workflow

: Visual Dolphin maintains a rigorous audit trail of all transactions, ensuring regulatory compliance and ease during tax seasons. 5. Key Tips for New Users

The active area where data entry forms, grids, and charts display.

She had no idea what a “general ledger” was. She sold boat fuel, bait, and the occasional life jacket. But the tax man didn’t care about nostalgia.