Phocas Academy

Browse through a comprehensive library of video tutorials to help you get the best out of the Phocas platform
Phocas Academy

Learning modules

View all
Phocas Analytics QuickStart
Analytics Analytics

Phocas Analytics QuickStart

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.
9 videos
18:42 min
Financial Statements QuickStart
Financial Statements 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
Budgets \x26amp; Forecasts QuickStart
Budgets & Forecasts Budgets & Forecasts

Budgets & Forecasts QuickStart

This module for beginners helps you get started in Phocas Budgets & Forecasts. Learn about the grid, filtering, how you can enter data and submit it for approval, and more.
8 videos
20:36 min
Rebates QuickStart
Rebates Rebates

Rebates QuickStart

This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.
7 videos
12:53 min
A simple way to re\-forecast
Budgets & Forecasts Budgets & Forecasts

A simple way to re-forecast

Re-forecast as conditions change during the year, using your prepared budget as the starting point.
2 videos
4:03 min
Analyze your financial statements
Financial Statements 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

Video tutorials

View all
Apply conditional formatting
Analytics Analytics

Apply conditional formatting

Learn how to use conditional formatting to quickly highlight key values in the grid. In Flex Modes, you can apply rules that change the text or background color based on cell values. It’s a great way to make trends and outliers stand out without needing to sort or filter. 
2:22 min
Filter data in Flex Modes
Analytics Analytics

Filter data in Flex Modes

Learn how to quickly find what you need by filtering data using the Focus button and keyword search options in Flex Modes.
1:48 min
Use sum and working lines
Budgets & Forecasts Budgets & Forecasts

Use sum and working lines

Add extra details to your budget worksheets using sum or working lines on the Main tab. This breaks down values not shown in the Profit and Loss statement, helping you and your team quickly understand where money is coming from or going to.
3:07 min
Take a tour of Budgets and Forecasts
Budgets & Forecasts Budgets & Forecasts

Take a tour of Budgets and Forecasts

Learn the basics of Budgets & Forecasts, including how to access your workbooks and navigate the key elements within a budget workbook.
2:47 min
Access the budget and your tasks
Budgets & Forecasts Budgets & Forecasts

Access the budget and your tasks

Learn about your role as a workflow contributor. As a budget or forecast contributor, you're responsible for completing assigned tasks, such as entering and editing values in specific rows of the worksheet.
1:14 min
Customize your view
Budgets & Forecasts Budgets & Forecasts

Customize your view

Adjust the standard view of a budget or forecast worksheet to fit your analysis and reporting needs. Depending on your access, some rows may be hidden, but you can still tailor the layout in several ways to suit your preferences.
2:17 min