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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
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Refresh a workbook
Review the budget or forecast
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Add and view cell comments
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View and restore the cell history
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View the audit log
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Compare actuals, budgets and forecasts
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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
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Analyze financial statements in Phocas
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Label Manager
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Review the budget or forecast
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