Financial Statements
Phocas Financial Statements allows you to build custom financial statements to suit your business needs for easy financial data analysis, visualization, and collaboration.
Last updated
Was this helpful?
Phocas Financial Statements allows you to build custom financial statements to suit your business needs for easy financial data analysis, visualization, and collaboration.
Last updated
Was this helpful?
Use the search box to quickly find what you’re looking for, click one of the key topics below, or browse the full list of pages in the menu on the left.
Keep up with the latest changes: Read the Financial Statements release notes.
Learn more about Phocas Financial Statements: Visit our website.
Take a tour of Financial Statements
Explore the Financial Statements grid and its key features.
Customize your view
Change the layout and contents of a financial statement to see the information you want.
Display financial information in a chart
Visually explore your financial information to see trends at a glance.
Save frequently used views and charts
Save favorites for quick and easy access.
Add financial analysis to a dashboard
Add views and visualizations to dashboards for quick and easy insights.
Manage financial statements (advanced)
Create and maintain custom financial statements to meet your organization’s needs.
