On-demand learning

Welcome to the Phocas Academy

A comprehensive library of video tutorials presented by Phocas experts, designed to help you optimize your use of our software.

Unlock the power of Phocas through on-demand learning!

Phocas Academy

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Learning modules

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Phocas QuickStart: Analytics

Phocas QuickStart: Analytics

This module for beginners takes you through getting started in Phocas Analytics and doing some simple analysis to get fast results from your data. These videos introduce you to features that you will be using every day.
7 videos
9:59 min
Financial Statements QuickStart

Financial Statements QuickStart

This module for beginners helps you get started in Phocas Financial Statements. Learn about the grid, layouts and charts and how to add a favorite view to your dashboard.

5 videos
9:12 min
Budgeting and Forecasting: A simple way to re-forecast

Budgeting and Forecasting: A simple way to re-forecast

Re-forecast as conditions change during the year, using your prepared budget as the starting point.
2 videos
4:03 min
Phocas Financial Statements: Visualize your financial analysis

Phocas Financial Statements: Visualize your financial analysis

With a visualization tool that slides out alongside the statement, you can continue to interact with the grid and the chart will dynamically respond to any changes you make. Learn how to make the most of this feature.
2 videos
5:40 min
Grid customization basics

Grid customization basics

Want another way of looking at things? This module for beginners covers simple methods of customizing your view in the analysis grid.
5 videos
8:47 min
Financial Statements: More on customization

Financial Statements: More on customization

Learn how to make the most of the flexibility available to you when customizing Financial Statements.
2 videos
4:55 min

Video tutorials

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Find your way around Phocas

Find your way around Phocas

Learn how to quickly find all your important tools and data, perform common actions and find helpful resources, all from the Phocas side menu.
2:30 min
Use multiple currencies

Use multiple currencies

Set up Financial Statements to convert local currencies into a reporting currency in your Balance Sheet using a single FX rate.
6:20 min
Contribute to the workflow

Contribute to the workflow

Play your part in the budget or forecast workflow. View your assigned tasks, then complete and submit those tasks.
3:03 min
Add financial analysis to a dashboard

Add financial analysis to a dashboard

Add the views and visualizations you use often to a dashboard for quick and easy insights. 
2:05 min
Save frequently used views

Save frequently used views

Save the views you use often as favorites for quick and easy access. 
1:34 min
Display financial information in a chart

Display financial information in a chart

Visually explore and interact with your financial information to see trends at a glance.
2:05 min