Combine statistical and financial data for better business insights
5:54 min
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.
Phocas product 
Financial Statements
Financial Statements Category
Related video tutorials
Financial Statements Bring statistical streams into a Financial Statements database
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.
3:39 min
Financial Statements 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.
1:04 min
Financial Statements Set up elimination journals
Learn how to set up and post elimination journals in Phocas Financial Statements. This video covers the full elimination workflow, from creating an elimination entity and enabling elimination-only accounts to posting journals in Data Entry. It also shows how eliminations are kept separate from ERP actuals, helping you report clearly while maintaining a clean audit trail.
5:20 min
Analytics Create an advanced filter in Flex Modes
Learn how to use the Advanced Filter to take your analysis further and answer more complex questions. It’s a powerful way to refine your search results and uncover deeper insights in your data.
3:31 min
Budgets & Forecasts 
Rebates 
CRM 
Insights 