Faster setup, easier maintenance and enhanced analysis in Financial Statements

Manage statements has been upgraded to give you a more intuitive and flexible way to create, edit, and organize your financial statements. With a cleaner layout and improved editing experience, it’s easier to build, customize, and manage statements with confidence.

What’s new

• Export exactly what you need
  Export values only on new style workbooks, removing formula complexity and speeding up even the most data-heavy spreadsheets.
• Improved editing experience
  A more intuitive editing area with clearer tabs, simplified controls, and flexible styling makes it easier to customize statements and understand how they’re structured.
• Simpler formula creation
  Build calculations faster with click-to-select references and an improved formula experience—no need to rely on complex syntax or documentation.
• Better visibility and control
  Clearer options for showing/hiding items, setting performance direction, and styling rows give you more precision over how your statements are presented.
  
  

Financial Statements got a modern “glow up” with integrated journals, eliminations and advanced scenario planning that keep everything connected to your ERP.

Create, duplicate and reverse journals without leaving Phocas and analyse your group results with more accuracy and less spreadsheet work. Watch how you can speed up month-end close by up to 50%.