Budgets & Forecasts 
Rebates 
CRM Budget by region and branch
6:13 min
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
Phocas product 
Financial Statements
Financial Statements Category
Help & support Related video tutorials
Financial Statements Create a financial statement
Learn how to create a custom financial statement to suit your business needs from scratch.
3:20 min
Financial Statements Manage streams and scenarios
Learn how to manage your actuals, budgets, and other key data that appear in your financial statements—all in one place. The Manage Streams and Scenarios feature (also known as Combined Streams) gives you more flexibility and control over what data users can see when viewing your financial statements.
3:36 min
Analytics Create a custom period
Custom periods are temporary date ranges used for analysis without being saved. See how to apply them to review specific timeframes, like a sales promotion. Custom periods can include full months, partial months, or a custom range of dates, depending on the available period types in the database.
1:27 min
Financial Statements Map accounts to a group
Learn how to map accounts to any new or updated groups in your financial statements, to make sure they display correctly in the grid.
2:38 min