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  • Phocas Academy videos
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    Phocas User Group (PUG)
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  • Getting started - Phocas basics
  • Analytics
  • Financial Statements
  • Budgets & Forecasts
  • Rebates
  • CRM
  • Favorites
  • Dashboards
  • Toolbox
  • Encrypt (share secrets)
  • Administration
    • Overview of access to data
    • Users
    • Profiles
    • Folders (administration)
    • Favorites (administration)
    • Dashboards (administration)
    • Periods (administration)
    • Period types
    • Working days
    • Databases (administration)
    • Sync Sources
    • Connectors
    • Configuration
    • Logs
    • Designer
      • Modify a database
      • Get your data into Phocas
      • Design a database
        • Design a finance database
        • Create a new database
        • Add (connect) data to a database
        • Map data to the database
        • Save your database design
      • Build a database
      • View and revert to older design versions
    • Sync
    • Reserved words and characters
    • End of year maintenance tips
    • On-premise Phocas upgrade
  • Phocas release notes
  • System requirements
  • Technical limitations
  • Scheduled upgrade and maintenance periods
  • More help and support
  • Analyze financial statements in Phocas
  • How to update the Certify PGP Key in Azure Automation.
  • Label Manager
  • Usage
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