Home Academy Video tutorials

Easy budget upload

1:35 min
Easy budget upload
In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.

Supporting documentation

Phocas product Platform Platform
Category
Phocas Software help and support Help & support

Have questions or need to report an issue with a Phocas product?

Get support

Related video tutorials

Manage default database restrictions
Platform Platform

Manage default database restrictions

Learn how to manage default restrictions for all users with access to a database, making it easy to set up a secure, default configuration.

1:30 min
Update users in bulk
Platform Platform

Update users in bulk

Learn how to save time by applying settings, permissions and database restrictions to multiple users at once using Bulk Update. This is often the next step after importing users.

4:30 min
Importing users with CSV Import
Platform Platform

Importing users with CSV Import

In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). You can then refine permissions and settings using the bulk update feature.
3:23 min
Create a budget from within financial statements
Financial Statements 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
NewSee the inventory trends shaping wholesale distribution in 2026 — Get our latest reportDownload now