Phocas Financial Statements
17:38 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 5 videos in this learning module
1
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
4
Create an indirect Cash Flow statement using 'hide rows'
2:26
5
Hide rows in a balance sheet
2:29
5 videos in this learning module
1
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
4
Create an indirect Cash Flow statement using 'hide rows'
2:26
5
Hide rows in a balance sheet
2:29
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
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.
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.
Supporting documentation
Create an indirect Cash Flow statement using 'hide rows'
Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings.
Supporting documentation
Hide rows in a balance sheet
Watch how to use the hidden rows feature to customize your balance sheet.
Supporting documentation
Phocas product
Financial Statements 
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