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.

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.

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.

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

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.

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. 

Learn how to quickly find what you need by filtering data using the Focus button and keyword search options in Flex Modes.

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.

Learn the basics of Budgets & Forecasts, including how to access your workbooks and navigate the key elements within a budget workbook.

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.

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.