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
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
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
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
Related learning modules
Financial Statements QuickStart
This module for beginners helps you get started in Phocas Financial Statements. Learn about the grid, layouts and charts and how to add a favorite view to your dashboard.
Phocas Financial Statements: Visualize your financial analysis
With a visualization tool that slides out alongside the statement, you can continue to interact with the grid and the chart will dynamically respond to any changes you make. Learn how to make the most of this feature.
Financial Statements: More on customization
Learn how to make the most of the flexibility available to you when customizing Financial Statements.