Phocas Academy

This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.

This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.

Re-forecast as conditions change during the year, using your prepared budget as the starting point.

Discover how you can change statement views, apply filters, add detail, and drill down into your data to move smoothly from a high-level overview to detailed insights for deeper analysis.

Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.

Advanced search helps users build detailed reports by applying specific filters to narrow down data. Users can set multiple rules and combine them with conditions like AND or OR to customize and refine their search results. This feature is ideal for creating precise reports or favorites based on specific criteria.

If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.

Learn how to create a budget in Budgets & Forecasts. Your budget is built from one of the available Phocas databases, which are either financial or operational. This video focuses on setting up a financial budget.

Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.

Discover how you can export your financial data, or copy specific parts to use in other applications.

Learn how you can view the underlying transactions that make up each value in your financial statement.