Financial Statements 
Budgets & Forecasts 
Rebates Create a working days calendar
2:20 min
Learn how to create a working days calendar to exclude non-working days, such as weekends and public holidays, for more accurate average daily values for your users.
Supporting documentation
Phocas product 
Platform
Platform Category
Help & support Related video tutorials
Platform Add a defined period using Dynamic Month option
In this video for administrators, Tina shows how to use the Dynamic Month offsets option to add to the Period menu, with a date range that updates each new calendar or financial year.
3:04 min
Platform Set defined periods for a database
As an administrator, you can control which defined periods (date ranges) appear in the Period dropdown for each database in Phocas. Learn how to create a new period with a dynamic 'offset' date range for automatic updates, or select from a list of pre-built periods.
2:39 min
CRM Microsoft 365 Outlook calendar integration
Learn how to connect Phocas CRM with your Microsoft 365 Outlook calendar to enable two-way synchronization. This helps streamline workflows, save time, and reduce the risk of missed meetings or scheduling conflicts.
2:25 min
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4:55 min