Analytics 
Budgets & Forecasts 
Rebates 
CRM Customize your financial statements
20:42 minutes total learning time
Learn how you can customize financial statement layouts and contents to fit your organization's needs by adding, removing, and reordering items.
Phocas product
Financial Statements 7 videos in this learning module
1
Add a custom calculation to your Income Statement
5:32
2
Add custom columns to financial reports
3:57
3
Customize your Cash Flow Statement
2:19
4
Create an indirect Cash Flow statement using 'hide rows'
2:26
5
Set up your Trial Balance Statement
2:18
6
Map accounts to a group
2:38
7
Manage budget streams
1:32
7 videos in this learning module
1
Add a custom calculation to your Income Statement
5:32
2
Add custom columns to financial reports
3:57
3
Customize your Cash Flow Statement
2:19
4
Create an indirect Cash Flow statement using 'hide rows'
2:26
5
Set up your Trial Balance Statement
2:18
6
Map accounts to a group
2:38
7
Manage budget streams
1:32
Add a custom calculation to your Income Statement
In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas.
Supporting documentation
Add custom columns to financial reports
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.
Supporting documentation
Customize your Cash Flow Statement
Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. In this video David shows how to customize a Cash Flow statement in Phocas Financial Statements, mapping accounts to a newly created line and refining a calculation.
Supporting documentation
Create an indirect Cash Flow statement using 'hide rows'
Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings.
Supporting documentation
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.
Supporting documentation
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.
Supporting documentation
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.
Supporting documentation
Phocas product
Financial Statements 
Related learning modules
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
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