Home Academy Video tutorials

Add a custom calculation to your Income Statement

5:32 min
Add a custom calculation to your Income Statement
In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas.

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

Edit a financial statement
Financial Statements Financial Statements

Edit a financial statement

Learn how to edit an existing financial statement to suit your business needs.
3:53 min
Add a financial statement
Financial Statements Financial Statements

Add a financial statement

Learn how to create a custom financial statement to suit your business needs from scratch.
1:53 min
Customize columns
Financial Statements Financial Statements

Customize columns

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.
3:57 min
Create an indirect Cash Flow statement using 'hide rows'
Financial Statements Financial Statements

Create an indirect Cash Flow statement using 'hide rows'

Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings.
2:26 min
NewSee the latest features, improvements and what's new in productView product updates