Online training

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Phocas products 

 Discover more ways to get the most out of your data.

Note: all sessions are 30-mins and held at 2pm AEDT. 

FEB

15

Budgeting and Forecasting 

The Budgeting and Forecasting solution allows you to easily mirror your company's budget and forecast processes in a user-friendly and collaborative platform. 

In this session, learn how to:

  • easily collaborate with team members using budget workflows
  • get stakeholder buy-in letting them refine numbers
  • keep pace with changing market conditions with rolling forecasts
  • model different scenarios to help with planning

Presented by 

david_chambers[1]

 

David Chambers
Senior solutions consultant

MAR

15

Financial Statements

Financial Statements lets you analyse profit and loss (P&L), balance sheet, and cash flow directly in Phocas.

In this session, learn how to:

  • easily customise reports and statements to suit the business
  • use your financial data to understand how costs affect margin at a GL level (drill through to transaction)
  • display consolidated financial statements in a customisable format
  • integrate account-based streams with our analysis tool

Presented by 

david_chambers[1]

 

David Chambers
Senior solutions consultant

APR

19

Rebates

The rebate solution allows you to quickly calculate your payable or receivable rebates and commission based on your Phocas data.

This session covers how to:

  • structure your monthly or annual rebates
  • analyse and share rebate results next to your sales figures
  • achieve more accuracy and say goodbye to spreadsheets

Presented by 

craig_medlyn_round

 

Craig Medlyn
Senior solutions consultant

Register now