Customize your financial statements
14:14 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 4 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
4 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
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
Phocas product
Financial Statements 
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