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Use financial statements for budgeting

7:17 minutes total learning time
This module takes you through key budgeting features using financial statements in Phocas. These videos help you plan and manage budgets more effectively.

2 videos in this learning module

1

Budget by region and branch

6:13
2

Create a budget from within financial statements

1:04
Budget by region and branch
Create a budget from within financial statements

Budget by region and branch

Easily manage your budgets at both the regional and branch level by using the Financial Statements and Budgets & Forecasts modules together. They’re designed to work seamlessly, giving you a flexible, all-in-one solution for all kinds of budgeting needs.

Supporting documentation

Create a budget from within financial statements

Learn how to quickly create a profit and loss budget from your financial statements using one click budgeting and start working in a ready-to-use workbook.

Supporting documentation

Phocas product
Financial Statements Financial Statements
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