Get started
Just getting started with Phocas? The learning modules below bring together all the video tutorials you need to learn the basics before you dive in.
Looking for something more specific? Explore other learning modules or individual video tutorials in the Academy.
Analytics Get started with Analytics
Financial Statements Get started with Financial Statements
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 Get started with Budgets & Forecasts
Analytics Get started with Flex Modes
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.
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