Phocas Academy

Browse through a comprehensive library of video tutorials to help you get the best out of the Phocas platform
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Phocas Academy

Learning modules

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Phocas Analytics QuickStart
Analytics 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
18:42 min
Financial Statements QuickStart
Financial Statements 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
Budgets \x26amp; Forecasts QuickStart
Budgets & Forecasts Budgets & Forecasts

Budgets & Forecasts QuickStart

This module for beginners helps you get started in Phocas Budgets & Forecasts. Learn about the grid, filtering, how you can enter data and submit it for approval, and more.
8 videos
20:35 min
Flex Modes QuickStart
Analytics Analytics

Flex Modes QuickStart

This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you. 

 

6 videos
13:41 min
Rebates QuickStart
Rebates 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
Analyze your financial statements
Financial Statements 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

Video tutorials

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Create an advanced filter
Analytics Analytics

Create an advanced filter

Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.

 

3:31 min
Get started as a Viewer
Platform Platform

Get started as a Viewer

Viewer licenses are for users who mainly need to view data rather than analyze it. Learn where to find and open the assets available to you as a Viewer.

1:08 min
Find your intercompany journals
Financial Statements Financial Statements

Find your intercompany journals

Learn where to find Journals: a simple, flexible tool for entering debit and credit-style journal entries for a range of different use cases.
1:00 min
Create an intercompany journal
Financial Statements Financial Statements

Create an intercompany journal

Learn how to use the journal data entry tool to make manual adjustments to your numbers and publish these back into your financial statements.
2:18 min
Insights: customer segmentation
Analytics Analytics

Insights: customer segmentation

While you likely know your top customers, those who buy less often or spend less can be easy to overlook. Customer segmentation helps you stay on top of your data by automatically analyzing buying behavior to group customers and uncover insights.

 

 

 

2:30 min
Add detail to your budget
Budgets & Forecasts Budgets & Forecasts

Add detail to your budget

Learn how to expand your budget or forecast workbook by adding new worksheet tabs with additional levels, entities, accounts, and categories. The process is the same for both budgets and forecasts, and requires Budgets & Forecasts and Manage Budgets & Forecasts permissions.
2:38 min