The Ultimate Exclusive Guide: Mastering Visual Dolphin Accounting Software

6. Troubleshooting Exclusive Tips

  1. Go to Tools > Visual Workflow Designer.
  2. You see a grid. Drag a "Purchase Order" node onto the canvas.
  3. Right-click the node > "Conditions."
  4. Exclusive Setup:
  5. Trial Balance to Final Accounts

    Recurring & Reversing Entries:

    Automate monthly journals and easily reverse entries without deleting the original audit trail. 2. Managing Accounts Receivable (AR)

    • Enter the exclusive license key provided with your premium package.
    • Enable “Expert Mode” (if available) for full feature access.

    Error #1: "Echo Lost"

    Go to Reports > Treasury > Cash Flow Map . This is NOT a chart. It is a heat map.

    • Run a pre-bill report to catch errors: negative balances, unbilled time, or duplicate entries.
    • Generate bills, send client statements, and record payments promptly.
    • Post payments to both AR and appropriate bank deposits.