Dolphin Accounting Software Tutorial [new] | Visual

When a customer pays, go to AR > Customer Payment to apply the payment to the invoice. 4.3 Accounts Payable (AP) - Managing Expenses This module helps you manage vendor payments. Vendor Setup: Add vendors under Vendors > New Vendor .

Masters → Company Profile

To generate a Profit & Loss (P&L) statement:

If you operate internationally, set up dual or multiple currencies. The system handles real-time exchange rate conversions. visual dolphin accounting software tutorial

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

Run an for AR and AP to verify that sub-ledger totals match the control accounts in the General Ledger. Generating Financial Reports

Choose the where the funds were deposited and select the Customer . When a customer pays, go to AR >

Visual Dolphin AR enables organizations to optimize cash inflows, track payments, and analyze sales trends. To set up AR, begin by registering your customers as third-party contacts in the address book. This central database eliminates redundant data entry and reduces errors. The module then allows you to:

Navigate to > Transactions > Purchase Invoices .

In the grid below, distribute the costs. If the invoice matches a Purchase Order (PO), use the function to auto-populate lines, unit prices, and quantities. Masters → Company Profile To generate a Profit

[Your Name/Company Name] Reading Time: 12 Minutes Difficulty Level: Beginner to Intermediate

Go to Accounts Receivable -> Receive Payment . Choose the customer and allocate the payment against the open invoice. 6. Core Module Tutorial: Purchasing & Accounts Payable Create a Purchase Order: Purchasing -> Purchase Order .