Phocas Financial Statements learning module

Phocas Financial Statements

12:43 minutes total learning time

Phocas Financial Statements brings financial reporting and business intelligence together, allowing Finance teams to customize financial statements, compare, consolidate, drill down and analyze.

Phocas product

Financial Statements

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3 videos in this learning module

1

Phocas Financial Statements: Add a custom calculation to your Income Statement

5:32

2

Create a nested view of your financial statement

4:52

3

Customize your Cash Flow Statement

2:19

Phocas Financial Statements: Add a custom calculation to your Income Statement

3 videos in this learning module

1

Phocas Financial Statements: Add a custom calculation to your Income Statement

5:32

2

Create a nested view of your financial statement

4:52

3

Customize your Cash Flow Statement

2:19

Phocas Financial Statements: Add a custom calculation to your Income Statement

In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas.

Supporting documentation

Manage financial statements

Presented by David Chambers

Solutions Consultant

Create a nested view of your financial statement

Here David shows the simple drag and drop steps involved in creating a nested Profit & Loss statement to present a visual comparison of data and drill deeper into cost centre contributions across regions.

Presented by David Chambers

Solutions Consultant

Customize your Cash Flow Statement

Interrogating the Cash Flow statement is a large part of understanding the movement of cash through your business. In this video David shows how to customize a Cash Flow statement in Phocas Financial Statements, mapping accounts to a newly created line and refining a calculation.