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Templates

Documentation

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  • Phocas Academy videos
    Phocas Academy videos
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  • Phocas User Group (PUG)
    Phocas User Group (PUG)
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  • Phocas Software
    Phocas Software
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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
      • User maintenance form
      • User permissions
        • Dashboards permissions
        • Favorites permissions
        • Databases permissions
        • Collaboration (sharing) permissions for dashboards and favorites
        • Query permissions
        • File upload permission
        • CRM license, permissions and restrictions
        • Rebates license and permissions
        • Financial Statements permissions
        • Budgets and Forecasts permissions
        • Administrator permissions
      • Create a user
      • Create a user template
      • Update a user
      • Update users in bulk
      • Manage a user's database access and restrictions
      • Manage user passwords
      • Monitor user activity
      • Lock user accounts
      • Delete a user
    • Profiles
    • Folders (administration)
    • Favorites (administration)
    • Dashboards (administration)
    • Periods (administration)
    • Period types
    • Working days
    • Databases (administration)
    • Sync Sources
    • Connectors
    • Configuration
    • Logs
    • Designer
    • Sync
    • Reserved words and characters
    • End of year maintenance tips
    • On-premise Phocas upgrade