Generate bank transfer files or print checks directly from the system. 5. Month-End Closing and Financial Reporting
Tracking stock levels and warehouse movements. 2. Setting Up the General Ledger (GL)
Add line items, specifying the service rendered or product sold, along with the correct tax rate.
Reports → GST → GSTR-1 (Outward supplies – sales) visual dolphin accounting software tutorial
But Elena kept the old PC in the back office, unplugged, with the three backup floppy disks taped to the side.
Any generated report can be exported for further analysis. Click the icon at the top of the report viewer to save the data as an Excel (.xlsx) or PDF file. 8. Best Practices for Data Security and Maintenance
Before recording transactions, you must define the structure of your financial year. Fiscal Year Start : Every institution defines its own start date. Accounting Periods Generate bank transfer files or print checks directly
: She adjusted the project’s billing to percentage of accomplishment mode, ensuring the client was invoiced as specific milestones were reached. 5. Generating Reports
Once the Chart of Accounts is defined, you can record financial transactions. Here’s how to create a manual journal entry:
Positioned on the left sidebar, allowing users to toggle between General Ledger, Accounts Payable, Accounts Receivable, and Cash Management. Any generated report can be exported for further analysis
Check tax codes and settings in the company configuration. Conclusion
Visual Dolphin is a comprehensive ERP and financial management solution developed by Software Design Consulting Group (SDCG)