Visual Dolphin Accounting Software Tutorial Exclusive -

Visual Dolphin hates deleting entries (for audit trail reasons). If you post a wrong entry, do not delete it.

Visual Dolphin is a comprehensive Enterprise Resource Planning (ERP) and financial management suite developed by the Software Design Consulting Group

. Designed to bridge the gap between front-end operations and back-office accounting, it offers specialized modules for industries like retail, manufacturing, and media. Core Accounting Features

Visual Dolphin’s financial modules provide a real-time, integrated look at an organization's health. General Ledger (GL):

Acts as the central hub, consolidating data from all other modules to provide real-time strategic insights. It supports multi-currency and multilingual setups for global operations. Accounts Payable & Receivable:

These modules manage vendor obligations and track customer payments respectively, helping optimize cash flow. Batch Processing:

Purchases and other entries can be grouped into batches by supplier or employee for faster reconciliation. Drill-Down Analytics: visual dolphin accounting software tutorial exclusive

Users can drill down from high-level account balances directly to individual vouchers or source transactions. Visual Dolphin Operational Modules

Beyond standard accounting, the suite includes functional modules that feed directly into the financial records:

Visual Dolphin is a comprehensive Enterprise Resource Planning (ERP) and accounting solution designed by Software Design | Consulting Group (SDCG). It integrates financial, sales, and inventory data into a single platform to automate manual tasks like data entry and bank reconciliation.

Below is an overview of its core accounting modules and key features to help you get started with the software. Core Accounting Modules

General Ledger: Supports a dual Chart of Accounts, multiple currencies, and automatic recurring journal entries.

Accounts Payable: Allows users to manage supplier records, track outstanding payments, and automate check printing or hand-written entries. Visual Dolphin hates deleting entries (for audit trail

Accounts Receivable: Automatically generates transactions from sales invoices and tracks due dates based on pre-defined credit terms.

Cash Management: Features tools for bank reconciliation, cash flow projections, and aged trial balance reporting. Key Operational Features

Centralized Address Book: Suppliers, customers, and salesmen are created as contacts in a single database, eliminating redundant data entry.

Customizable Workflows: Business processes like purchasing and sales can be adapted to specific organizational needs, including multi-level approval sequences.

Security & Access Control: Users are classified into groups with specific privileges, allowing for granular control over sensitive data fields and transaction limits.

Batch Processing: Transactions can be grouped by batches (e.g., by supplier or employee) to facilitate faster reconciliation of books. Go to Reports > Treasury > Cash Flow Map

Reporting & Analytics: Provides a graphical, multidimensional platform for exploring financial data, which can be exported to formats like Excel or PDF. Strategic Tools

Salesman Commissions: Offers a flexible calculation tool based on quantity sold, net sales, or pre-defined percentage brackets.

Automated Alerts: Triggers notifications for specific situations, such as when stock reaches a reorder level or when a credit limit is exceeded.

Data Replication: Uses Microsoft SQL Server to share and synchronize data like inventory and financial info across multiple office locations. Visual Dolphin & Dolphin Horizon Financial | Management/ERP

Go to Reports > Treasury > Cash Flow Map. This is NOT a chart. It is a heat map.

Here is where Visual Dolphin shines versus competitors.

Research in cognitive load theory suggests that visual tutorials reduce extraneous load by presenting information in dual channels (visual + auditory). For Dolphin’s dense data entry screens:

Visual Dolphin has over 200 reports, but the exclusive "Dolphin Vision" report is hidden.