Welcome to the Phocas Academy

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.

Re-forecast as conditions change during the year, using your prepared budget as the starting point.

With a visualization tool that slides out alongside the statement, you can continue to interact with the grid and the chart will dynamically respond to any changes you make. Learn how to make the most of this feature.

Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.

Learn how to make the most of the flexibility available to you when customizing Financial Statements.

Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.

Set up Financial Statements to convert local currencies into a reporting currency in your Balance Sheet using a single FX rate.

Add the views and visualizations you use often to a dashboard for quick and easy insights. 

Save the views you use often as favorites for quick and easy access. 

Visually explore and interact with your financial information to see trends at a glance.