Phocas Financial Statements enables you to build custom financial statements based on your financial database to suit your business presentation needs.
You can move from viewing your financial information in the statements grid
to analysis and visualizations
and
share findings securely with others in your business.
Use the search box to quickly find what you’re looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.
Use the search box to quickly find what you are looking for or browse the list of topics below.
Related pages
Before you start: Phocas basics
For administrators: Financial Statements permissions
Stay up-to-date: Financial Statements release notes
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Basic user guide - View and analyze financial statements
Financial Statements QuickStart - Learn how to use the Resource Center to get the most outGet started with Financial Statements
Learn about access to your financial data and take a tour of the Financial Statements module
Advanced user guide - Manage financial statements
Customize a financial statement
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Properties - the information about dimensions, such as account code and name, that displays in the first column of the grid.
Measures - the way in which the numbers in the grid display. For example, you might want to see a dollar symbol before the values.
Periods and dimensions (branches, departments, countries and so on) for comparison purposes:
Change the columns, such as the Budget, Previous and Period columns, to view different data alongside the current dataset. You can also add columns to view variances between those data values and the percentage contributions they make.
Change the period to view the data across different timeframes or specific date ranges.
Display dimensions as columns (matrix format). Alternatively, you can add dimensions as levels (rows).
Current dataset - the data that displays in the Current column.
Budgets and forecasts - the data that displays in the Budget columns.
Style - the way the data looks, such as bold calculations and red negative values.
Set up a worksheet to suit your needs; change the data you see and how it’s laid out.
Analyze a financial statement
Drill down into the lower levels of detail to better understand what is happening in your business.
Display financial information in a chart
Visually explore and interact with your financial information in a chart format.
Share financial information
Save your views and charts as favorites to share them with your team or add them to dashboards to help you monitor financial performance.
Manage financial statements
Create the financial statements and customize the layouts and contents to meet your organization’s needs.
Keep up with the latest changes. Read the Financial Statements release notes.
Can’t find what you are looking for? Raise a Customer Support Desk request.
Want to learn more about Phocas Budgets and Forecasts? Visit our website.