Phocas Financial Statements

Learn how to customize financial statements to suit your business presentation needs. Move from the basics of viewing your financial information in the statements grid through to analysis and visualizations, and learn how to securely share findings with others in your business.

Watch the tutorial videos in the Resource Center to learn how to get the most out of your Financial Statements module. To access the Resource Center, click the purple (information) button in the bottom right of your Phocas screen.

Basic user guide - View and analyze financial statements

Get started with Financial Statements

Change your view of a financial statement

Make changes to show different:

Analyze a financial statement

Other tasks