View transactions (Financial Statements)
Supporting documentation
Related video tutorials
View transactions
Learn how to work with transaction-level data in Phocas to investigate the detail behind your analysis. Explore the difference between Transaction view and Transaction mode, add transaction and dimension properties, sort and nest data, apply filters, and create calculations. Working at this level helps you trace results back to individual records, isolate specific invoices, and organize transaction data so you can investigate results in more detail.
Edit a financial statement
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.
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.