Visual Dolphin Accounting Software Tutorial Exclusive [updated] -

Visual Dolphin is a comprehensive ERP and accounting software suite developed by the Software Design Consulting Group (SDCG) that integrates core business functions like finance, inventory, and sales. Key Modules and Features

The software is designed to be user-friendly for both beginners and experts, with specific modules tailored to various business needs: Visual Dolphin & Dolphin Horizon Financial | Management/ERP visual dolphin accounting software tutorial exclusive

Designing an Approval Chain

  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:
    • Condition A: If PO Total < $500 -> Route to "Manager A" (Green path).
    • Condition B: If PO Total > $500 -> Route to "Finance Director" (Red path) AND send a pop-up alert to "CEO."
  5. Click the "Test Wave" button (looks like sonar). Run a simulation. Visual Dolphin will show you the exact routing time.

Part 4: The Visual Workflow Engine (The Crown Jewel)

The "Visual" in Visual Dolphin refers to the Workflow Engine. This is the exclusive content you cannot find in generic videos. Visual Dolphin is a comprehensive ERP and accounting

1. The "Zero-Click" Dashboard Setup (Stop Hunting for Menus)

Most users get lost in the hierarchical menu tree on the left. Here is the exclusive hack: Right-click on any blank space in the top ribbon. Select "My Workspace Configuration." Designing an Approval Chain

  • Action: Drag the following into your personal toolbar: Voucher Entry, Stock Query, Day Book.
  • Why exclusive: This bypasses the "Accounting $\rightarrow$ Transactions $\rightarrow$ Voucher $\rightarrow$ Select Type" maze. You now have a one-click command center.