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

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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.
7 videos
9:55 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
9:12 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
Visualize your financial analysis
Financial Statements Financial Statements

Visualize your financial analysis

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.
2 videos
5:40 min
Grid customization basics
Analytics Analytics

Grid customization basics

Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
5 videos
8:47 min

Video tutorials

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Rule setup - Brackets
Rebates

Rule setup - Brackets

Learn about rule brackets and bracket conditions.
1:21 min
Retrospective rules
Rebates

Retrospective rules

Learn about retrospective rules and how the retrospective option affects rule calculations.
2:40 min
Pro rata rules
Rebates

Pro rata rules

Learn about pro rata rules and how the pro rata option affects rule calculations.
2:44 min
Posting calculation results
Rebates

Posting calculation results

Learn about posting your calculation results to a Rebates database.
0:51 min
Calculating rules
Rebates

Calculating rules

Learn how to calculate rebate rules.
1:00 min
Create a rule - Initial setup
Rebates

Create a rule - Initial setup

Learn how to create a new rule and configure the Name and Scope section.
2:02 min