Reorder account groups in financial statements

Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.

Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.

Learn how to create a custom financial statement to suit your business needs from scratch.

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.