Financial Statements QuickStart

The best place to quickly get started with Phocas Financial Statements is our Resource Center in Phocas. When you open a Financial Statements database for the first time, the QuickStart feature displays on the bottom-right side of your screen. It contains a checklist with guided tours that step you through the basics. You can click the Resource Center button near the bottom of the Phocas menu on the left to access other helpful links.

For detailed steps, click on the links below.

Prefer videos? Watch the Financial Statements QuickStart videos in the Academy.