Home Academy Video tutorials

Set a custom period in Financial Statements

1:44 min
Set a custom period in Financial Statements
Discover how to set custom periods—temporary date ranges you can apply to your financial data analysis. Custom periods are especially useful when you want to analyze data for specific timeframes, such as during a sales promotion or other one-off events.

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

Change periods (date ranges)
Financial Statements Financial Statements

Change periods (date ranges)

Learn how to adjust time periods in your financial data to suit your analysis needs. This allows you to compare current data with previous periods for better insights.
2:22 min
Find your intercompany journals
Financial Statements Financial Statements

Find your intercompany journals

Learn where to find Journals: a simple, flexible tool for entering debit and credit-style journal entries for a range of different use cases.
1:00 min
Create an intercompany journal
Financial Statements Financial Statements

Create an intercompany journal

Learn how to use the journal data entry tool to make manual adjustments to your numbers and publish these back into your financial statements.
2:18 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