Getting started - Phocas basics

Whereas the content in this User Documentation site is organized into modules, Phocas has some key features that are available across multiple modules.

The following pages contain general information to help you get up and running with your Phocas site, save key analysis points as favorites and dashboard items, collaborate with your colleagues and more.

Phocas modules

• Analytics

• Financial Statements

• Budgets & Forecasts

• Rebates

• Administration