Add custom columns to financial reports
3:57 min
If you have permission to customize statements, you can design your own version of a Profit and Loss statement and Balance Sheet statement by defining the columns that they contain, giving you much greater flexibility in the layout and analysis capabilities.
Supporting documentation
Phocas product 
Financial Statements
Financial Statements Category
Help & support Related video tutorials
Analytics Create an advanced filter
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
Financial Statements Find your intercompany journals
Learn where to find Journals: a simple, flexible tool for entering debit and credit-style journal entries for a range of different use cases.
1:00 min
Financial Statements Create an intercompany journal
Learn how to use the journal data entry tool to make manual adjustments to your numbers and publish these back into your financial statements.
2:18 min
Analytics Create a nested view
With the nest view feature in Flex Modes, you can add dimensions as levels in the grid, making your data easier to interpret. This lets you see how different items contribute to the overall results and build reports where you define the hierarchy of the data on display.
1:54 min
Budgets & Forecasts 
Rebates 
CRM 