Home Academy Video tutorials

Export and copy data

1:36 min
Export and copy data
Discover how you can export your financial data, or copy specific parts to use in other applications.

Supporting documentation

Phocas product Financial Statements Financial Statements
Phocas Software help and support Help & support

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

Get support

Related video tutorials

Find your intercompany journals
Financial Statements 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
Create an intercompany journal
Financial Statements 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
Publish a budget
Budgets & Forecasts Budgets & Forecasts

Publish a budget

Learn how to publish your completed budget or forecast data to the underlying database, making it available for dashboards, analysis, and reporting, or export it to Excel for use elsewhere.
2:54 min
Budget by region and branch
Financial Statements Financial Statements

Budget by region and branch

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.
6:13 min