To generate your primary financial statements, navigate to :
Even with a user-friendly interface, system errors can pop up due to user oversights or data mismatches. Error Message / Issue Root Cause User is trying to enter a transaction into a closed month.
Unlike basic accounting software, Visual Dolphin is a . All its modules—General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Inventory Control—are fully integrated, meaning that once you enter a transaction in one module, it automatically flows into the General Ledger in real time.
Located in the same directory, the Balance Sheet module gives you an instant snapshot of assets, liabilities, and equity with drill-down capabilities. Double-clicking any line item allows you to trace a balance all the way back to its originating journal voucher. Advanced Troubleshooting & Pro Tips visual dolphin accounting software tutorial exclusive
: Features automatically recurring journal entries and auto-reversing entries. Visibility
Access via GL Reports > Financial Statements > Balance Sheet . Select the period to view assets, liabilities, and equity.
The Visual Dolphin interface is designed to be user-friendly and easy to navigate. The main menu provides access to various modules, including: To generate your primary financial statements, navigate to
: Users define the fiscal year start date and break down accounting periods according to localized business needs.
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💡 Spend 10–15 minutes on your first day configuring your MyDolphin dashboard. Add your most frequent screens to My Favorites and set up periodical alerts for pending tasks. This small investment will save you hours of navigation every week. Advanced Troubleshooting & Pro Tips : Features automatically
Approval permissions for payments, batch postings, and sub-ledger reversals.
Define your period intervals. While monthly intervals (12 periods) are standard, Visual Dolphin allows a 13-period calendar for retail operations.