Establish credit limits for each customer. The system will alert you during sales order entry if a client exceeds their limit.
All reports can be exported to Excel, RTF, or ASCII for further external analysis. visual dolphin accounting software tutorial
If you pay a deposit before receiving an invoice, register it as a "Payment in Advance." Later, use the Advance Allocation tool to match these funds against the final invoice. 3. Managing Accounts Receivable (AR) Establish credit limits for each customer
Most transactions from the Sales, Purchase, and Inventory modules post automatically to the GL, ensuring real-time financial accuracy. If you pay a deposit before receiving an
Map accounts to specific departments, divisions, or projects to monitor profitability by business unit.
Create manual entries or set up Recurring Journal Entries for fixed monthly expenses like rent or depreciation.
For sectors like construction or legal services, group all income and expenses under a specific Project ID to track dedicated project profitability.