Visual Dolphin Accounting Software Tutorial Exclusive Jun 2026

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Now that we've covered the basics, let's dive into some specific accounting tasks:

: Allocate advance payments to unsettled invoices and print system-generated checks. Operational Features Visual Dolphin - Software Design | Consulting Group visual dolphin accounting software tutorial exclusive

: Use "Payment Preparation" to allocate global amounts to outstanding invoices. Payments must typically move through an approval status (Preparation to Confirmed) before execution. Check Writing

Published: May 2026 | Reading Time: 15 Minutes This public link is valid for 7 days

: Ideal for construction or legal services, it allows separate control and grouping of payments under specific projects. Audit Trails

Every third Tuesday of the month, Visual Dolphin releases a "Stealth Patch" (not announced). To see what changed, go to Help > About > Click the Dolphin icon 5 times . A hidden changelog appears with the real fixes. Can’t copy the link right now

: Run two parallel charts of accounts simultaneously, which is ideal for international branches that must report to both local authorities and a foreign corporate headquarters.

Displays real-time financial snapshots, KPIs, and shortcuts to frequent tasks.

Now that we've covered the basics, let's move on to the tutorial. Here's a step-by-step guide to getting started with Visual Dolphin Accounting Software:

AR > Transactions > Customer Payments . Apply payments directly to specific invoices. 4. Advanced Reporting & Analysis