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: Choose from standard financial statements such as: Balance Sheet : Overview of assets, liabilities, and equity.
Use the screen to select invoices for payment, reducing your AP balance and updating the cash account. 6. Inventory Management (Optional)
Masters → Stock Group (hierarchical categories: Electronics → Mobile → Apple) Masters → Stock Items
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Throughout the tutorial, consider adding engaging visuals, such as:
The most important lesson came from a power surge. : Choose from standard financial statements such as:
All generated reports can be exported to Excel for customized analysis, or saved directly as a secure PDF document. To tailor this guide for your business, tell me:
This comprehensive tutorial will guide you through the core modules of Visual Dolphin, from initial environment setup to generating complex financial statements. 1. Introduction to Visual Dolphin Accounting Software
Navigate to Cash Management > Transactions > Bank Reconciliation . Can’t copy the link right now
Select the specific bank account and enter the statement ending balance. Import the digital bank statement file (.CSV or .MT940). Match cleared checks, deposits, and bank fees. Click once the calculated variance equals zero. 3. Inventory and Procurement Integration
Lists the balances of all GL accounts to verify mathematical accuracy. Custom Report Generation
Ensure all temporary sub-ledgers (Invoices, Receipts, Payments) are fully .