Save and share favorites
2:32 min
Discover how to quickly save frequently used views as favorites, so you can easily access them next time without redoing any setup.
Supporting documentation
Phocas product 
Financial Statements
Financial Statements Category
Related video tutorials
Flex Modes Save and share favorites
Learn how to save useful analysis views as favorites. This tutorial shows you how to create, update, share, and reuse favorites, as well as subscribe to receive them by email on a schedule.
2:44 min
.png?width=297&height=167&name=thumbnail%20(10).png)
Financial Statements Edit a financial statement
Learn how to edit an existing financial statement to suit your business needs.
3:53 min
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
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.
5:20 min
Analytics 
Budgets & Forecasts 
Rebates 
CRM 
Sales Insights 