Learning modules
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 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
12:29 min
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
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.
5 videos
10:10 min
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
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
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
13:02 min
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
13:22 min
Administration Set up users
This module covers the fundamentals of setting up new users in Phocas, including adding users, setting passwords, importing new users via CSV, and updating multiple users simultaneously using the bulk update feature.
5 videos
15:06 min
Analytics Turn data into a chart
Switching from grid to chart view opens up options for various graphical presentation of your data. This module covers basic chart setup through to advanced configuration, with a detailed look at some chart types.
3 videos
8:14 min
Administration Profiles, permissions and restrictions
A user's profile defines their access and capabilities in Phocas. This module demonstrates how to assign profiles and permissions to individuals or groups, and how to efficiently manage data sharing across your Phocas site.
5 videos
12:43 min
Administration Defined periods
Administrators decide what defined periods (date ranges) appear in the Period dropdown menu for each database. Learn how to maintain these.
4 videos
12:13 min
CRM Phocas CRM
This module covers key CRM elements like activities, accounts, campaigns, and contacts—helping you and your team stay on top of customer management.
8 videos
22:28 min
Financial Statements Customize your financial statements
Learn how you can customize financial statement layouts and contents to fit your organization's needs by adding, removing, and reordering items.
7 videos
22:46 min
Budgets & Forecasts Phocas Budgets & Forecasts
Learn how to use the tools in Phocas Budgets & Forecasts to streamline your budgeting process, work collaboratively yet safely and control workflow. In this module of videos, see the results of combining an intuitive Phocas interface with familiar spreadsheet formats.
8 videos
22:48 min
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