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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.
3 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
Add a custom calculation to your Income Statement
Create a nested view of your financial statement
Customize your Cash Flow Statement

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

Phocas product
Financial Statements Financial Statements
Phocas Software help and support
Help & support

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