Reconciling physical stock with book stock is a nightmare in any system. In Visual Dolphin, stop running manual reports.
Classify users into security groups to control access to specific functions and data fields.
If you are looking for specific workflows (like multi-currency setup or specialized inventory costing), please let me know, and I can tailor this guide further.
The of Visual Dolphin you run (or if you are integrated with their Media/ERP variants). visual dolphin accounting software tutorial exclusive
Which or banks you need to integrate with?
Do you need a step-by-step guide on setting up ?
Need the keyboard shortcut cheat sheet for Visual Dolphin? Reply "SHORTCUTS" below, and I’ll send you the exclusive PDF. Reconciling physical stock with book stock is a
Once you’ve mastered the basics, these advanced features will take your efficiency to the next level.
Navigate to AP > Periodic Processing > Payment Run . Filter open invoices by due date or discount eligibility. The system generates a proposed payment list. Once approved by a manager, Visual Dolphin formats the data for check printing or electronic bank transfer files (NACHA/SEPA). 4. Advanced Features and Power-User Configurations Multi-Currency and Exchange Rate Adjustments
Define the account structure using the segment formatting assigned during system installation (e.g., Company-Department-Account-Subaccount ). If you are looking for specific workflows (like
: Supports dual Chart of Accounts, sub-accounts, sub-ledgers, and user-defined account number structures.
Define the . Visual Dolphin supports segmented account strings (e.g., Company - Department - Main Account - Sub-account).
Use the utility to match funds against oldest open invoices, or manually check off specific invoice lines to settle matched balances. 5. Bank Reconciliation and Month-End Closing
