Visual Dolphin Accounting Software Tutorial

: For the remaining suppliers, she utilized the Payment Preparation feature. This allowed her to allocate a global amount across multiple invoices, streamlining the settlement process. 4. Project-Based Tracking

Tools → User Management

The Cash & Bank module allows you to monitor your liquidity. Regular bank reconciliation is essential. Import your bank statement or enter the closing balance manually. The system will display all posted checks and deposits that have not yet been cleared. Simply check off the items that appear on your bank statement. Any discrepancies, such as bank fees or interest, can be posted directly from this screen. This process ensures that your books always match your actual bank balance. Generating Financial Reports visual dolphin accounting software tutorial