CRM Phocas Academy
Browse through a comprehensive library of video tutorials to help you get the best out of the Phocas platform
Learning modules
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Analytics Phocas Analytics QuickStart
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.
9 videos
17:51 min
Financial Statements Financial Statements QuickStart
This module for beginners helps you get started in Phocas Financial Statements. Learn about the grid, layouts and charts and how to add a favorite view to your dashboard.
5 videos
12:29 min
Rebates Rebates QuickStart
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.
7 videos
12:53 min
Budgets & Forecasts A simple way to re-forecast
Re-forecast as conditions change during the year, using your prepared budget as the starting point.
2 videos
4:03 min
Financial Statements Analyze your financial statements
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.
7 videos
13:02 min
Analytics Grid customization basics
Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
5 videos
13:22 min
Video tutorials
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Platform Monitor your team's Phocas usage
Learn how to monitor your team's Phocas usage and gain insights into the databases they’re accessing, the favorites and dashboards they’ve created, and the queries they’ve run.
1:33 min
Platform Manage default database restrictions
Learn how to manage default restrictions for all users with access to a database, making it easy to set up a secure, default configuration.
1:30 min
Analytics Change the mode
Learn how to switch modes to change the way your data is shown in the grid.
1:23 min
Financial Statements Manage budget streams
Learn how to manage your budgets using the Budget menu in Financial Statements. You'll see how budgets are displayed in the Budgets menu, allowing you to easily switch and adjust the budget data shown in your statement.
1:32 min
Financial Statements Map accounts to a group
Learn how to map accounts to any new or updated groups in your financial statements, to make sure they display correctly in the grid.
2:38 min
Financial Statements Set up your Trial Balance Statement
Learn how to set up your trial balance statement and check end-of-period balances, total balances for Balance Sheet accounts, year-to-date balances for Profit and Loss accounts, and Retained Earnings excluding current-year Profit and Loss movements.
2:18 min
