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    Phocas Academy videos
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    Phocas User Group (PUG)
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    Phocas Software
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Results will update as you type.
  • 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
      • •
        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
  • Phocas release notes
  • System requirements
  • •
    Technical limitations
  • •
    Scheduled upgrade and maintenance periods
  • •
    More help and support
  • •
    Analyze financial statements in Phocas
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