The following story illustrates a typical morning for Sarah, a finance manager using to streamline her company's accounting.
Disclaimer: "Dolphin Accounting Software" is a fictional product created for this tutorial. However, the visual principles and UI/UX concepts described are based on real emerging trends in financial technology. For real software, please consult your actual accounting solution provider.
(Software screenshots appear on screen, showing various reports and dashboards)
Click to update the sub-ledger and automatically record a debit to Accounts Receivable and a credit to Sales Revenue. 4. Managing Accounts Payable (AP) & Vendor Operations visual dolphin accounting software tutorial
. A smooth blue line rose and fell across her screen. Green crests showed when clients paid their invoices, and orange troughs showed when her rent was due. Seeing the "water level" of her bank account stay high for the next three months gave her the confidence to make the purchase. Step 3: Deep Diving into Reports
: She confirmed that the accounting periods were correctly divided to match the company’s specific reporting needs.
Navigate to > Maintenance > Chart of Accounts . Click New to add an account. The following story illustrates a typical morning for
The screen will display all un-cleared checks, deposits, and transfers recorded in Visual Dolphin.
: She adjusted the project’s billing to percentage of accomplishment mode, ensuring the client was invoiced as specific milestones were reached. 5. Generating Reports
: Visual Dolphin allows you to set up a flexible ledger system tailored to your business needs. Software Design | Consulting Group 2. Managing Sales and Revenue For real software, please consult your actual accounting
The GL is the core of the system where all financial data is consolidated. Chart of Accounts:
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Enter customer details, credit limits, and payment terms (e.g., Net 30). 4.2. Issuing an Invoice Go to .
: Most reports allow you to click into specific account balances to see the underlying transactions. 5. Closing and Audit Accrual Automation
Select the customer and allocate the payment against outstanding invoices. 5. Accounts Payable (AP) Tutorial Track your expenses and manage cash outflow to vendors. 5.1. Vendor Setup Navigate to . 5.2. Recording Vendor Invoices Go to Accounts Payable > Transactions > Purchase Invoices . Enter the invoice details to accrue the expense. 5.3. Paying Vendors