Budgeting & forecasting
Integrate non-financial drivers into your budget
Bring multiple financial and non-financial drivers (sales, inventory, purchasing, etc.) into the same budget and configure formulas to show data relationships and causal effects.
Make budget copies more efficiently
Make a duplicate of the budget for the same period to model different scenarios or copy an existing budget forward to bring values and references as a starting point for a new budget period.
Add more levels to the budget worksheet
Create budget hierarchy levels for up to six dimensions (previously 4) in the budget setup.
Budget faster by copying cells forward in multiple rows
Select multiple cells in different rows and copy their respective values forward until the end of the period.
Sort budget rows for better viewing
Sort budget rows on the total or period column. This can be done in ascending, descending, and natural (account code) order.
Undo bulk actions with a click
Undo bulk actions in the budget worksheet using the keyboard shortcut CTRL+Z
More flexibility to present financial statements that suit your business
Customize the column layout to compare and contrast performance across different time periods and variances on the face of your financial statements.
Create custom statement views to keep conversations focused
Create custom statement views by choosing which elements of your statement to show and hide for a more isolated analysis.
Track and monitor key performance metrics directly in a single view
Add single accounts to statements for even more analysis and calculations.
Refreshed summary chart and new summary ring
Visualize key metrics on your dashboard with an improved summary chart and new ring chart available from the charts and widgets tab.
Want to learn more?
Check out the Phocas academy and forum