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
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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
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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
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Craig Medlyn Senior solutions consultant |