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Financial Statements

4 sessions in this series
This 4-part Phocas User Group (PUG) series is designed to help finance teams unlock the full potential of Financial Statements. Learn how to analyze performance, streamline month-end reporting, track variances, and deliver actionable insights across your business. Even if you’re not currently using Financial Statements, we encourage you to attend and explore techniques that make reporting easier and decisions smarter.
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Financial Statements

Financial Statements Overview

Wednesday 21 January, 2026
2:00 PM AEDT
Build a strong foundation in Financial Statements to confidently analyze and report on financial performance across your business.
Register now
Phil Braniff
Phil Braniff
Customer Success Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to:

  • Navigate the grid and analyze financial data across multiple entities 
  • Compare performance against budgets or prior periods to identify variances 
  • Customize financial statements to meet your specific reporting needs 
  • Apply filters and drill-downs to uncover deeper insights 
Financial Statements Overview

Month-end reporting

Wednesday 4 February, 2026
2:00 PM AEDT
Streamline your month-end close process and deliver accurate, timely financial reports with less manual effort.
Register now
Kieran Taylor
Kieran Taylor
Customer Success Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, we’ll cover how to:

  • Automatically consolidate intercompany transactions to save time and reduce errors 
  • Drill down to journal entry level for quick verification and validation 
  • Compare perform side-by-side across branches, entities, and periods 
Month-end reporting

Variance analysis

Wednesday 18 February, 2026
2:00 PM AEDT
Track performance and identify the drivers behind financial changes to make informed decisions faster.
Register now
Brenna Dwyer
Brenna Dwyer
Customer Success Consultant
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to:

  • Build variance dashboards to monitor budget vs actual performance 
  • Track KPIs and trends over time to spot patterns early 
  • Drill down to transaction level to attribute changes and understand variances 
Variance analysis

Actionable insights

Wednesday 4 March, 2026
2:00 PM AEDT
Transform financial data into visualizations that drive business action and decision-making.
Register now
Katie Horgan
Katie Horgan
Product Marketing Manager

In this session, learn how to:

  • Combine financial and operational data for complete business visibility 
  • Create visual KPI scorecards for at-a-glance performance monitoring 
  • Build professional, shareable reports for executives and board packs 
  • Configure automated report distribution to keep stakeholders informed 
Actionable insights
4 sessions in this series

Register for Financial Statements now!

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