Access limited to invoice entry and cash receipts; no posting rights to the General Ledger.
Navigate to > Transactions > Bank Reconciliation .
Maintain two separate charts simultaneously—ideal for international branches that must report to local authorities while also following a unified corporate structure. visual dolphin accounting software tutorial exclusive
Visual Dolphin excels in multi-currency environments. To configure currencies: Go to .
Go to Fiscal Calendar and switch the closed month's status from Open to Locked . Fiscal Year-End Close Access limited to invoice entry and cash receipts;
I can provide step-by-step instructions or advanced workarounds tailored exactly to your environment. Share public link
Visual Dolphin features an advanced reporting engine designed to extract actionable financial data. Report Type General Ledger > Reports > Trial Balance Verifies debits equal credits before closing. Balance Sheet General Ledger > Financial Statements > Balance Sheet Reviews company assets, liabilities, and equity. Aging Analysis Accounts Receivable > Reports > AR Aging Identifies overdue customer accounts for collection. Cash Flow Statement General Ledger > Financial Statements > Cash Flow Monitors cash inflows and outflows across activities. Customizing Reports Visual Dolphin excels in multi-currency environments
Stay ahead of issues with two types of automated alerts:
Manages vendor obligations, tracks purchasing patterns, and automates check writing. Users can select specific payments to hold or release and use batch numbers for easy reconciliation.