Home Academy Video tutorials

Manage streams and scenarios

3:47 min
Manage streams and scenarios
Learn how to manage your actuals, budgets, and other key data that appear in your financial statements—all in one place. The Manage Streams and Scenarios feature (also known as Combined Streams) gives you more flexibility and control over what data users can see when viewing your financial statements.

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

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
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
Combine statistical and financial data for better business insights
Financial Statements Financial Statements

Combine statistical and financial data for better business insights

Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. In this video for the Finance Office, Nick shows how to use these streams in calculations that will add depth to your financial statements in Phocas.
5:54 min
Bring statistical streams into a Financial Statements database
Financial Statements Financial Statements

Bring statistical streams into a Financial Statements database

In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements. Learn how to make these statistical streams available to users by adding them to the financial statements database in Designer.
3:39 min
NewSee the latest features, improvements and what's new in productView product updates