Analytics 
Budgets & Forecasts 
Rebates 
CRM Manage financial statements
13:45 minutes total learning time
If you have permission to customize statements, you can create, adjust, and manage financial statements to fit your organization’s needs. Learn how to build and tweak your own statements to make it easier to analyze, visualize, and collaborate on your financial data.
Phocas product
Financial Statements 5 videos in this onboarding module
1
Create a financial statement
3:20
2
Map accounts to a group
2:38
3
Manage budget streams
1:32
4
Set up your Trial Balance Statement
2:18
5
Add custom columns to financial reports
3:57
5 videos in this onboarding module
1
Create a financial statement
3:20
2
Map accounts to a group
2:38
3
Manage budget streams
1:32
4
Set up your Trial Balance Statement
2:18
5
Add custom columns to financial reports
3:57
Create a financial statement
Learn how to create a custom financial statement to suit your business needs from scratch.
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
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
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
Phocas product
Financial Statements 
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