Phocas Academy

Browse through a comprehensive library of video tutorials to help you get the best out of the Phocas platform
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Phocas Academy

Learning modules

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Phocas Analytics QuickStart
Analytics Analytics

Phocas Analytics QuickStart

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.
9 videos
18:42 min
Financial Statements QuickStart
Financial Statements Financial Statements

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
12:29 min
Budgets \x26amp; Forecasts QuickStart
Budgets & Forecasts Budgets & Forecasts

Budgets & Forecasts QuickStart

This module for beginners helps you get started in Phocas Budgets & Forecasts. Learn about the grid, filtering, how you can enter data and submit it for approval, and more.
8 videos
20:35 min
Flex Modes QuickStart
Analytics Analytics

Flex Modes QuickStart

This beginner-friendly module walks you through getting started in Flex Modes and shows you how to run simple analyses for quick insights. Learn how to explore your data with Flex Modes and see how the different modes and features give you the flexibility to view, compare, and analyze your information in ways that work best for you. 

 

5 videos
10:10 min
Rebates QuickStart
Rebates Rebates

Rebates QuickStart

This module for beginners helps you get started in Rebate. Learn how to use Rebates, from setting up and configuring your first Rebates project though to calculating and posting rebates.
7 videos
12:53 min
Analyze your financial statements
Financial Statements Financial Statements

Analyze your financial statements

Discover how you can change statement views, apply filters, add detail, and drill down into your data to move smoothly from a high-level overview to detailed insights for deeper analysis.
7 videos
13:02 min

Video tutorials

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Add detail to your budget
Budgets & Forecasts Budgets & Forecasts

Add detail to your budget

Learn how to expand your budget or forecast workbook by adding new worksheet tabs with additional levels, entities, accounts, and categories. The process is the same for both budgets and forecasts, and requires Budgets & Forecasts and Manage Budgets & Forecasts permissions.
2:38 min
Set up comparison rows
Budgets & Forecasts Budgets & Forecasts

Set up comparison rows

Learn how to set up comparison rows, such as last year’s actuals or forecasts, to give your team context for smarter, data-driven budget edits with instant variance insights.
3:14 min
Manage the workflow
Budgets & Forecasts Budgets & Forecasts

Manage the workflow

Learn how to manage a worksheet’s workflow in Phocas Budgets & Forecasts, whether you’re the budget owner guiding it from start to finish or a budget administrator stepping in when needed.
4:00 min
Publish a budget
Budgets & Forecasts Budgets & Forecasts

Publish a budget

Learn how to publish your completed budget or forecast data to the underlying database, making it available for dashboards, analysis, and reporting, or export it to Excel for use elsewhere.
2:54 min
Create a budget workbook
Budgets & Forecasts Budgets & Forecasts

Create a budget workbook

Learn how to create structured, collaborative budget workbooks in Phocas Budgets & Forecasts, so you can confidently kick off the budgeting process.
3:09 min
Create a nested view
Analytics Analytics

Create a nested view

With the nest view feature in Flex Modes, you can add dimensions as levels in the grid, making your data easier to interpret. This lets you see how different items contribute to the overall results and build reports where you define the hierarchy of the data on display.

 

1:54 min