April 30, 2022

New home page experience, improved grid layout and more

Explore the new Phocas Analytics home page experience, improved statement grid layout for Phocas Financial Statements, and more. (8.1.14)

Product-updates-april-2022
Analytics

Updates to your home page experience

A new home page with folder filtering and a card layout of alerts and bookmarks.

Enhanced global search function

Search your entire site from any page with your top navigation bar (including Phocas Budgeting & Forecasting worksheets). Use keywords, symbols, initials, or wildcards and filter to help narrow search results.


Note:
Global Search only returns search results a user has access to keeping data safe

Get your favorites delivered to your inbox

Subscribe to your favorites and have them automatically delivered to your inbox at the time and in the format you choose.

New in-product resource center

Get contextual help right from within the product with the new resource center. Launch to quickly access helpful content that’s relevant to what you’re working on.


Note:
Currently only available in Phocas Analytics and Phocas Financial Statements. More updates to come.

Financial Statements

New statement grid layout

The new grid layout provides better visibility of column details, data variances and a more consistent experience between Phocas products.

Cashflow budgets now available

Create a cashflow budget from the P&L and Balance Sheet streams to monitor cash movement against the plan. Spot variances quickly to investigate further and inform corrective actions.

More ways to visualize your data

Customize the suite of visualization tools to detect trends and illustrate variations, demonstrate key insights with data labels and trend lines on any data streams, and monitor business health by comparing financial ratio's against budget.

Click the links below to watch a video tutorial of the new changes:

Dedicated feedback function now available

Your feedback is appreciated and we've made it easier to share yours with the teams that shape our products. Click on the "Give Feedback" link in the top navigation bar to provide feedback on any aspect of Financial Statements.

Want to learn more?
Check out the Phocas academy and forum

Phocas Software

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Previous updates

Budget with non-financial drivers, column customization, and more

Budget with non-financial drivers, column customization, and more

Capture non-financial drivers in your budget, customize financial statement columns and flexible layouts, improved summary charts plus more...

New home page experience, improved grid layout and more

New home page experience, improved grid layout and more

Explore the new Phocas Analytics home page experience, improved statement grid layout for Phocas Financial Statements, and more. (8.1.14)

New waterfall chart and more visualization features

New waterfall chart and more visualization features

Discover the new waterfall chart allowing you to display variances in data and other visualization updates in Financial Statements. (8.1.12...