Phocas Academy

Browse through a comprehensive library of video tutorials to help you get the best out of the Phocas platform
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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.
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
12:02 min
Budgets & 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
20:35 min
Flex Modes QuickStart
Analytics Analytics

Flex Modes QuickStart

This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you. 

 

6 videos
13:41 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
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
13:06 min

Video tutorials

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Rebates dashboard analysis and reporting
Rebates Rebates

Rebates dashboard analysis and reporting

Learn how to use Rebates dashboards to analyze performance and track rebate activity, helping you understand trends and make informed decisions.
10:30 min
Rebates near miss analysis
Rebates Rebates

Rebates near miss analysis

As rebates are all about incentives, a near miss analysis highlights all the opportunities that exist when those incentive targets are approaching. Learn how you can use the Rebates near miss database to analyze your near-miss data.
1:29 min
Rebates analysis
Rebates Rebates

Rebates analysis

Learn how you can use the Rebates Analysis database to analyze the total rebate amount and the breakdown.
4:17 min
Create an advanced filter in Flex Modes
Analytics Analytics

Create an advanced filter in Flex Modes

Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.

 

3:31 min
Get started as a Viewer
Platform Platform

Get started as a Viewer

Viewer licenses are for users who mainly need to view data rather than analyze it. Learn where to find and open the assets available to you as a Viewer.

1:08 min
Find your intercompany journals
Financial Statements Financial Statements

Find your intercompany journals

Learn where to find Journals: a simple, flexible tool for entering debit and credit-style journal entries for a range of different use cases.
1:00 min