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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.

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Get started with Financial Statements

Learn about access to your financial data and take a tour of the Financial Statements module.

Customize your statement view

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 ForecastsFinancial Statements? Visit our website.