Home Academy Video tutorials

Save frequently used views

1:34 min
Save frequently used views
Save the views you use often as favorites for quick and easy access. 

Supporting documentation

Phocas product
Category
User level
Tags
Phocas Software help and support
Help & support

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

Get support

Related video tutorials

Use multiple currencies

Use multiple currencies

Set up Financial Statements to convert local currencies into a reporting currency in your Balance Sheet using a single FX rate.
6:20 min
Add financial analysis to a dashboard

Add financial analysis to a dashboard

Add the views and visualizations you use often to a dashboard for quick and easy insights. 
2:05 min
Display financial information in a chart

Display financial information in a chart

Visually explore and interact with your financial information to see trends at a glance.
2:05 min
Customize your statement view

Customize your statement view

Change the layout and contents of a financial statement to see the information you want. 
1:15 min