Open the to set credit limits, tax codes, and payment terms (e.g., Net 30). Click Save . Processing a Sales Invoice Go to AR Transactions > Sales Invoice . Select the Customer Code from the drop-down menu. Enter the Invoice Date and Posting Date .
By mastering the modules, shortcuts, and configurations outlined in this exclusive tutorial, you can transform Visual Dolphin from a standard repository for financial data into a strategic business asset that drives corporate efficiency and precise financial visibility. Share public link visual dolphin accounting software tutorial exclusive
Define your financial year start date and segment it into 12 distinct periods. Navigate to . Open the to set credit limits, tax codes,
To help customize future training modules for your business, tell me: Select the Customer Code from the drop-down menu
In the turbulent waters of modern finance, the ability to see clearly through the depths of data is not just a luxury—it is a necessity. Enter , a robust accounting solution that distinguishes itself not through complexity, but through an intuitive, visually-driven architecture. While many software suites bury the user in endless dropdown menus and opaque spreadsheets, Visual Dolphin offers a surface where data breathes.
| Component | Description | Visual Technique | |-----------|-------------|------------------| | | Clickable hotspots explaining each module icon | Annotated static overlays + zoom pan | | Transaction flow animation | How a purchase invoice becomes a voyage expense | Arrowed flowcharts with color-coded stages | | Error simulation videos | Showing common mistakes (e.g., misclassifying catch revenue) and corrections | Split-screen “wrong vs. right” playback | | Keyboard shortcut visual guide | Overlay showing shortcuts while performing real tasks | Real-time keystroke capture on screencast | | Reporting recipe cards | 30-second loops building P&L by vessel | Timelapse screencast with voiceover |