Bring statistical streams into a Financial Statements database
3:39 min
In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer.
Phocas product
Role
Tags
Related video tutorials
Combine statistical and financial data for better business insights
Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.
5:54 min
Highlight financial performance using a waterfall chart
This video shows how to use a waterfall chart to highlight financial performance over time, and use the chart in matrix mode to see how entities have contributed to that performance.
3:35 min
Explore the forecast workbook
This video gives an overview of the key elements of a forecast workbook, including how to save time using the ‘spread’ feature.
2:40 min
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.
2:26 min