Customer resources
Helpful resources to take your Phocas skills to the next level
Phocas QuickStart
Phocas QuickStart: Analytics
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.
7 videos
9:59 min
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
9:12 min
Budgeting and Forecasting
Learn how to use the tools in Phocas Budgeting and Forecasting to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.
9 videos
25:02 min
Academy
View all Find your way around Phocas
Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.
2:30 min
Use multiple currencies
Set up Financial Statements to convert local currencies into a reporting currency in your Balance Sheet using a single FX rate.
6:20 min
Contribute to the workflow
Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
3:03 min
PUG training series
View all
Dashboards 101
Apply your Phocas knowledge and visualize data in a dashboard session.
Watch on-demand
Building advanced dashboards
Building from session 1, we’ll help take your dashboarding skills to the next level.
Register now
Multi-database dashboarding
See companywide performance in 1 dashboard allowing you to delve deeper into your data.
Register now
Documentation
Whether you are just getting started or looking for advanced options, this is the place to find technical information about Phocas products and features and learn how to make the most of them
