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Help & support Related video tutorials
Analytics Exclude customers from Insights calculations
Learn how to use the Remove customers option to exclude specific customers from Insights calculations. You’ll see how exclusions immediately affect customer counts and revenue totals, and how removing customers differs from filtering by excluding them entirely from segmentation and Insights results.
Analytics Filter and resegment customers
Learn how to use filtering and re-segmenting to analyse your customers from different perspectives. This tutorial explains the difference between narrowing your view and recalculating customer behavior, helping you uncover deeper insights and identify opportunities within specific areas of your business.
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.
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.
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