Phocas Academy

Learning modules
View all
Phocas Analytics QuickStart

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.

Budgets & Forecasts QuickStart

Rebates QuickStart

A simple way to re-forecast

Analyze your financial statements
Video tutorials
View all
Apply conditional formatting

Filter data in Flex Modes

Use sum and working lines

Take a tour of Budgets and Forecasts

Access the budget and your tasks
