Visual Dolphin Accounting Software Tutorial Exclusive May 2026
Reconciling physical stock with book stock is a nightmare in any system. In Visual Dolphin, stop running manual reports.
Now, let's enter some transactions! In this example, we'll create a simple journal entry.
Visual Dolphin groups inventory into "Schools" (logical groups). visual dolphin accounting software tutorial exclusive
Inventory > School Manager > Costing Tab > Auto-Cost Update Interval. Set to 1 day for A, 30 days for B. This prevents the software from lagging when recalculating 10,000 obsolete SKUs.An effective exclusive visual tutorial for Dolphin should include:
| Component | Description | Visual Technique | |-----------|-------------|------------------| | Interactive dashboard walkthrough | 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 | Reconciling physical stock with book stock is a
Go to Administration > User Manager > Roles. Do not use "Admin" for daily work. Create three roles:
This exclusive setup prevents the dreaded "Database in use by another user" error which affects 40% of new Visual Dolphin networks. Company Creation
Visual Dolphin hates deleting entries (for audit trail reasons). If you post a wrong entry, do not delete it.
When you launch the software, you see a chaotic dashboard: Dashboard A (Classic) vs. Dashboard B (Modern). Exclusive pro-tip: Use Dashboard B but turn off "Live Tiles."