Streamlining the order-to-cash process maximizes your working capital. Step 1: Issuing a Customer Invoice
Located under GL > Financial Statements . You can run these dynamically for any specified date range, department, or consolidated corporate group.
Open > Direct Invoicing (or pull data directly from the Sales Order module). Add your items, services, or billable hours.
For missing entries (like bank fees or interest earned), use the shortcut button to post them on the fly. visual dolphin accounting software tutorial exclusive
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Utilize the module to generate professional invoices quickly.
Register payments received in advance and allocate them to outstanding invoices at a later stage. Open > Direct Invoicing (or pull data directly
By centralizing your supplier and customer catalogs, automating complex workflows like payment approvals, and providing real-time visibility into every transaction, Visual Dolphin helps you move beyond basic bookkeeping to truly intelligent financial management. For over three decades, thousands of customers across the Middle East and Africa have trusted Software Design Consulting Group to increase productivity, lower risk, and enhance administrative efficiency. Now, with this guide, you are equipped to begin your journey toward mastering your business finances. The most powerful finance tool is not just one that stores data—but one that helps you act on it.
Click . Check the boxes next to the invoices you intend to settle.
Managing vendor relationships and maintaining healthy cash flow relies on a precise AP workflow. Visual Dolphin automates this via a three-way matching system. : A personalized dashboard that notifies users of
Beyond standard accounting, Visual Dolphin offers niche modules tailored for specific sectors: Manufacturing
Automate monthly journals and easily reverse entries without deleting the original audit trail. 2. Managing Accounts Receivable (AR)
[New Journal Entry] ──> [Select Journal Type] ──> [Enter Debit/Credit Lines] ──> [Validate/Post] Creating a Manual Journal Entry
This exclusive, comprehensive tutorial provides an in-depth walkthrough of Visual Dolphin. You will learn everything from initial ledger setup to advanced financial reporting. Section 1: Introduction to Visual Dolphin ERP
For recurring transactions like monthly rent or utility estimates, create transaction templates to eliminate human data-entry errors.