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Add data to your financial statements

3:18 minutes total learning time
COMING SOON – This module introduces the Journals feature in Financial Statements: a simple, flexible tool for entering debit and credit-style journal entries for tasks like intercompany eliminations and management reporting adjustments. You’ll learn how to make quick manual adjustments between entities, publish them back to your financial statements, and streamline workflows when managing multiple ERPs or using Excel.

2 videos in this learning module

1

Find your intercompany journals

1:00
2

Create an intercompany journal

2:18
Find your intercompany journals
Create an intercompany journal

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.

Supporting documentation

Create an intercompany journal

Learn how to use the journal data entry tool to make manual adjustments to your numbers and publish these back into your financial statements.

Supporting documentation

Phocas product
Financial Statements Financial Statements
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