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    Phocas User Group (PUG)
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  • Getting started - Phocas basics
  • Analytics
  • Financial Statements
  • Budgets & Forecasts
    • Get started with Budgets & Forecasts
    • Use workflows
    • Customize your view of a worksheet
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      Use session filters
    • Edit values in a worksheet
      • •
        Open workbook notes
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        Use keyboard shortcuts
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        Copy and paste values
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        Use comparison rows
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        Use sum and working lines
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        Use formulas
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        Spread totals
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        Revert to the baseline values
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        Edit the Balance Sheet budget
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        View and use headcount data
    • •
      Refresh a workbook
    • Review the budget or forecast
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      View budget information in a chart
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      Open baseline, comparative or opening balance data
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      Export a workbook or worksheet tab
    • Manage budgets and forecasts
  • Rebates
  • CRM
  • Favorites
  • Dashboards
  • Toolbox
  • •
    Encrypt (share secrets)
  • Administration
  • Phocas release notes
  • System requirements
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    Technical limitations
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    Scheduled upgrade and maintenance periods
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    More help and support
  • •
    Analyze financial statements in Phocas
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