# User documentation

## Home

- [User documentation home](https://docs.phocassoftware.com/user-documentation-home.md): Welcome to the Phocas user documentation site. Whether you're just starting with Phocas, looking for advanced options, or want to keep up with the latest changes, this is the place for you.

## Basics

- [Getting started with Phocas](https://docs.phocassoftware.com/basics/getting-started/getting-started-with-phocas.md): Have you just started using Phocas? Read through the following pages to learn the basics before you get to work.
- [Get started as a Viewer](https://docs.phocassoftware.com/basics/getting-started/getting-started-with-phocas/get-started-as-a-viewer.md): Just started out as a Viewer? You’re in the right place.
- [Data validation](https://docs.phocassoftware.com/basics/getting-started/getting-started-with-phocas/data-validation.md): Help us help you validate your data, so you can start getting value from your Phocas site as soon as possible.
- [Navigation](https://docs.phocassoftware.com/basics/getting-started/navigation.md): Learn about the user interface and how to find your way around.
- [Phocas homepage](https://docs.phocassoftware.com/basics/getting-started/homepage.md): Learn about the key elements of your homepage and how to find your content items.
- [Data access](https://docs.phocassoftware.com/basics/getting-started/data-access.md): Learn how database permissions and restrictions determine what you can see in Phocas.
- [User licenses, profiles and permissions](https://docs.phocassoftware.com/basics/getting-started/user-permissions-and-licenses.md): Learn about the factors determining what you can do in Phocas.
- [Account settings](https://docs.phocassoftware.com/basics/getting-started/account-settings.md): Learn about the personal settings you can change to customize your user account.
- [Databases](https://docs.phocassoftware.com/basics/getting-started/databases.md): Learn about databases, the foundation upon which your Phocas site is built.
- [Dimensions](https://docs.phocassoftware.com/basics/getting-started/dimensions.md): Learn about dimensions, a core concept in Phocas.
- [Periods](https://docs.phocassoftware.com/basics/getting-started/periods.md): Learn about periods, a core concept in Phocas.
- [Offset dates](https://docs.phocassoftware.com/basics/getting-started/periods/offset-dates.md): Make periods dynamic (automatically updating) using offset date.
- [Default period for a database](https://docs.phocassoftware.com/basics/getting-started/periods/default-period-for-a-database.md): See data for a specific period every time you open a database.
- [Sharing and folders](https://docs.phocassoftware.com/basics/getting-started/sharing-and-folders.md): Use the sharing and folders features for optimal team collaboration.
- [Subscriptions](https://docs.phocassoftware.com/basics/getting-started/subscriptions.md): Stay on top of important changes by subscribing to favorites, dashboards, and alerts and receiving email notifications when they update.
- [View and save favorites](https://docs.phocassoftware.com/basics/favorites/view-and-save-favorites.md): Quickly access your most useful analysis views across Analytics, Financial Statements, and Flex Modes.
- [Manage favorites](https://docs.phocassoftware.com/basics/favorites/manage-favorites.md): Update your favorites as your needs change over time and share your favorites with your team for easier collaboration.
- [Set a favorite as your default view](https://docs.phocassoftware.com/basics/favorites/set-a-favorite-as-your-default-view.md): Replace your default view in Analytics or Financial Statements with a favorite that contains the information you want to view immediately.
- [Use alerts](https://docs.phocassoftware.com/basics/favorites/use-alerts.md): Keep track of performance targets.
- [Use dashboards](https://docs.phocassoftware.com/basics/dashboards/use-dashboards.md): Dynamic, interactive, shared dashboards allow your team to monitor performance and collaboratively analyze the latest data changes.
- [Create a dashboard](https://docs.phocassoftware.com/basics/dashboards/create-a-dashboard.md): Create dynamic and interactive dashboards to monitor the KPIs relevant to your role in the business.
- [Set a dashboard as your homepage](https://docs.phocassoftware.com/basics/dashboards/set-a-dashboard-as-your-homepage.md): Replace your default Phocas homepage with a dashboard that contains the information you want to view immediately.
- [Manage dashboards](https://docs.phocassoftware.com/basics/dashboards/manage-dashboards.md): Update your dashboards as your needs change over time and share your dashboards with your team for easier collaboration.
- [Rename and reorder database items](https://docs.phocassoftware.com/basics/other-tools/rename-and-reorder-database-items.md): Make fast, in-context updates to your database and see results immediately, without needing to rebuild it.
- [Upload a file](https://docs.phocassoftware.com/basics/other-tools/upload-a-file.md): Add data to your Phocas site using the file upload feature.
- [Encrypt (share secrets)](https://docs.phocassoftware.com/basics/other-tools/encrypt-share-secrets.md): Securely share secrets, such as sign-in credentials, with Phocas.

## Analytics

- [Analytics](https://docs.phocassoftware.com/analytics/analytics.md): Phocas’s business intelligence software allows you to drill into your business data, moving from the basics of viewing your data in the grid through to analysis and visualizations.
- [Compare Analytics and Flex Modes](https://docs.phocassoftware.com/analytics/analytics/compare-analytics-and-flex-modes.md): A quick comparison of how Analytics and Flex Modes differ in functionality and workflow.
- [Take a tour of Analytics](https://docs.phocassoftware.com/analytics/take-a-tour-of-analytics.md): Learn about the key elements of the Analytics user interface (UI).
- [Work with the grid](https://docs.phocassoftware.com/analytics/work-with-the-grid.md): The grid displays your data in a table, allowing you to sort, filter, and analyze it easily.
- [View a summary of the data](https://docs.phocassoftware.com/analytics/view-a-summary-of-the-data.md): Get a high-level view of the data, the starting point for analysis.
- [Customize your view](https://docs.phocassoftware.com/analytics/customize-your-view-analytics.md): Change the standard view of the data to suit your personal analysis needs.
- [Change the mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode.md)
- [Period mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/period-mode.md)
- [Period Variance mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/period-variance-mode.md)
- [Period Stream mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/period-stream-mode.md)
- [Moving mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/moving-mode.md)
- [Stream mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/stream-mode.md)
- [Total mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/total-mode.md)
- [Transaction mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/transaction-mode.md)
- [Matrix mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/matrix-mode.md)
- [Matrix Variance mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/matrix-variance-mode.md)
- [Matrix Share mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/matrix-share-mode.md)
- [Variance mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/variance-mode.md)
- [Search mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/search-mode.md)
- [Market mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/market-mode.md)
- [Custom mode](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-mode/custom-mode.md)
- [Change the properties](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-properties-analytics.md)
- [Change the measures (Analytics)](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-measures-analytics.md)
- [Change the stream](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-stream.md)
- [Use the activity filter](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/use-the-activity-filter.md)
- [Change the data format](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-data-format.md)
- [Change the period](https://docs.phocassoftware.com/analytics/customize-your-view-analytics/change-the-period-analytics.md)
- [Drill down into your data (view transactions)](https://docs.phocassoftware.com/analytics/drill-down-into-your-data-view-transactions.md): Move from the high-level Summary view of the data into the lower-level transactional detail to understand what is happening in your business.
- [Use dimensions](https://docs.phocassoftware.com/analytics/use-dimensions.md): Switch from the summary to a dimension to get a different view of the data.
- [Select data](https://docs.phocassoftware.com/analytics/select-data-analytics.md): Select rows or cell data for further action.
- [Focus on data](https://docs.phocassoftware.com/analytics/focus-on-data-analytics.md): Use the Focus tool to filter the dataset and take your analysis further, concentrating on specific rows of data.
- [Copy or export data](https://docs.phocassoftware.com/analytics/copy-or-export-data.md): Copy or export the data for use elsewhere.
- [Search for data](https://docs.phocassoftware.com/analytics/search-for-data.md): Learn about the various ways you can search for data.
- [Perform a basic search](https://docs.phocassoftware.com/analytics/search-for-data/basic-search.md)
- [Perform an advanced search](https://docs.phocassoftware.com/analytics/search-for-data/advanced-search.md): Use a rules-based search to locate very specific data in Analytics.
- [Search for similar or comparative data (right-click filter)](https://docs.phocassoftware.com/analytics/search-for-data/right-click-filter.md)
- [Add levels (grid nesting)](https://docs.phocassoftware.com/analytics/add-levels-to-the-grid-nest.md): Create a nested view of the data with expandable levels of detail.
- [Compare data with Matrix mode](https://docs.phocassoftware.com/analytics/compare-data-with-matrix-mode.md): Review the performance of regions, products, customers, and other dimensions side-by-side to make comparisons and identify differences.
- [Get more options for viewing data](https://docs.phocassoftware.com/analytics/get-more-options-for-viewing-data.md): Change the contents of the grid and take further action with the data.
- [Visualize your data in a chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart.md): Transform your grid view into a chart view to visualize the data and see trends at a glance.
- [Bar and Column charts](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/bar-and-column-charts.md)
- [Combo chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/combo-chart.md)
- [Pareto chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/pareto-chart.md)
- [Waterfall chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/waterfall-chart.md)
- [Line chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/line-chart.md)
- [Area and % Area charts](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/area-charts.md)
- [Pie and Donut charts](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/pie-and-donut-charts.md)
- [Bubble chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/bubble-chart.md)
- [Radar chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/radar-chart.md)
- [Gauge chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/gauge-chart.md)
- [Bullet chart](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/bullet-chart.md)
- [Summary and Ring Summary charts](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/summary-charts.md)
- [Map charts](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/map-charts.md)
- [Configure the chart options](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/configure-the-chart-options.md)
- [Select and focus on a chart segment](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/select-and-focus-on-a-chart-segment.md)
- [Export a chart as an image](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/export-a-chart-as-an-image.md)
- [Use the chart legend](https://docs.phocassoftware.com/analytics/visualize-your-data-in-a-chart/use-the-chart-legend.md)
- [Save and share favorites](https://docs.phocassoftware.com/analytics/save-and-share-favorites.md): Save your Analytics analysis points and insights as favorites and share them with your team.
- [Reset data](https://docs.phocassoftware.com/analytics/reset-data.md)
- [Phocas AI](https://docs.phocassoftware.com/analytics/phocas-ai.md): Learn about the Phocas AI tool available in the Analytics module.

## Flex Modes

- [Flex Modes](https://docs.phocassoftware.com/flex-modes/analytics.md): Phocas’s new business intelligence experience allows you to drill into your business data, from grid-based exploration through to flexible analysis and visualizations.
- [Take a tour of Flex Modes](https://docs.phocassoftware.com/flex-modes/take-a-tour-of-flex-modes.md): Get a richer and more versatile way to explore your data.
- [Switch modes](https://docs.phocassoftware.com/flex-modes/switch-modes.md): Quickly change which columns and data appear in the grid.
- [View transactions](https://docs.phocassoftware.com/flex-modes/view-transactions.md): View the list of transactions that make up the data you see in the Grid view tab.
- [Change the period](https://docs.phocassoftware.com/flex-modes/change-the-period.md): Change the time and date ranges for the data that is displayed.
- [Filter data](https://docs.phocassoftware.com/flex-modes/filter-data.md): Narrow the dataset down to only the rows you care about.
- [Compare data in a matrix](https://docs.phocassoftware.com/flex-modes/compare-data-in-a-matrix.md): Compare the performance of regions, products, customers, and other dimensions side-by-side to quickly spot patterns and differences.
- [Apply conditional formatting](https://docs.phocassoftware.com/flex-modes/apply-conditional-formatting.md): Use conditional formatting to quickly highlight specific values in the grid.
- [Create a nested view](https://docs.phocassoftware.com/flex-modes/create-a-nested-view.md): Create a nested view with expandable levels to drill down into details and see how each item contributes to the overall results.
- [Manage columns](https://docs.phocassoftware.com/flex-modes/manage-columns.md): Customize the columns in your grid by adding your own, changing number formats, or hiding the ones you don’t need.
- [Manage grid settings](https://docs.phocassoftware.com/flex-modes/manage-grid-settings.md): Control how data appears in the grid.
- [Save and share favorites](https://docs.phocassoftware.com/flex-modes/save-and-share-favorites.md): Save your Flex Modes analysis points and insights as favorites and share them with your team.
- [Export data](https://docs.phocassoftware.com/flex-modes/export-data.md): Export your data for use elsewhere.
- [Reset data](https://docs.phocassoftware.com/flex-modes/reset-data.md): Use the Reset tool to clear all selections and start fresh.

## Insights

- [Insights](https://docs.phocassoftware.com/insights/insights.md): Phocas Insights helps sales teams spot opportunities faster and take action without manual analysis.
- [Get started with Insights](https://docs.phocassoftware.com/insights/get-started-with-insights.md): Open Insights, understand what you can access, and know what administrators need to set up.
- [Use customer segmentation](https://docs.phocassoftware.com/insights/use-customer-segmentation.md): Explore the Customer segmentation page and learn how the segmentation works.
- [Filter and resegment customers](https://docs.phocassoftware.com/insights/use-customer-segmentation/filter-and-resegment-customers.md): Find customers, apply filters, and resegment your data to focus your analysis.
- [Take action on customer segments](https://docs.phocassoftware.com/insights/use-customer-segmentation/take-action-on-customer-segments.md): Open segmentation data in other tools, create CRM tasks, and export data for use outside Phocas.
- [Manage customer segmentation](https://docs.phocassoftware.com/insights/manage-customer-segmentation.md): Learn about the administrator tasks for giving users access to Insights, setting up customer segmentation, and managing configuration changes.
- [Set up a database](https://docs.phocassoftware.com/insights/manage-customer-segmentation/set-up-a-database.md)
- [Edit customer segmentation](https://docs.phocassoftware.com/insights/manage-customer-segmentation/edit-customer-segmentation.md)

## Financial Statements

- [Financial Statements](https://docs.phocassoftware.com/financial-statements/financial-statements.md): Phocas Financial Statements allows you to build custom financial statements to suit your business needs for easy financial data analysis, visualization, and collaboration.
- [Take a tour of Financial Statements](https://docs.phocassoftware.com/financial-statements/getting-started/take-a-tour-of-financial-statements.md): Learn about the homepage and key elements of Financial Statements.
- [Overview of access to financial statements](https://docs.phocassoftware.com/financial-statements/getting-started/overview-of-access-to-financial-statements.md): Learn how database access, user permissions, and account restrictions determine what you can see and do in Financial Statements.
- [Overview of dimensions](https://docs.phocassoftware.com/financial-statements/getting-started/overview-of-the-link-between-financial-statements-and-dimensions.md): Learn how dimensions work in Financial Statements and how they affect statement structure and account mapping.
- [Customize your view](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements.md): Change the standard view of a financial statement to suit your analysis and reporting needs.
- [Change the properties](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements/change-the-properties.md)
- [Change the measures](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements/change-the-measures.md)
- [Change the period](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements/change-the-period.md)
- [Change the streams and scenarios](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements/change-the-current-data.md)
- [Change the columns](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements/change-the-columns.md)
- [Change the style](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements/change-the-style.md)
- [Change the rows (activity filter)](https://docs.phocassoftware.com/financial-statements/using-statements/customize-your-view-financial-statements/change-the-rows-activity-filter.md)
- [Filter data](https://docs.phocassoftware.com/financial-statements/using-statements/filter-the-financial-information.md): Use dimensions to narrow down the financial data and analyze performance in more detail.
- [Select and focus on data](https://docs.phocassoftware.com/financial-statements/using-statements/select-and-focus-on-data-financial-statements.md): Select and focus on items in a financial statement to view information at a lower level of detail and deepen your analysis.
- [Manage statement levels](https://docs.phocassoftware.com/financial-statements/using-statements/manage-statement-levels.md)
- [Save and share favorites](https://docs.phocassoftware.com/financial-statements/using-statements/save-and-share-favorites.md): Save your financial analysis points and insights as favorites and share them with your team.
- [View financial information in a chart](https://docs.phocassoftware.com/financial-statements/using-statements/view-financial-information-in-a-chart.md): Visually explore and interact with your financial information in a chart format.
- [Create a Pie and Donut chart (Financial Statements)](https://docs.phocassoftware.com/financial-statements/using-statements/view-financial-information-in-a-chart/pie-and-donut-charts-financial-statements.md)
- [Create a Value card](https://docs.phocassoftware.com/financial-statements/using-statements/view-financial-information-in-a-chart/value-card.md)
- [Export a financial chart widget as an image](https://docs.phocassoftware.com/financial-statements/using-statements/view-financial-information-in-a-chart/export-a-financial-chart-widget-as-an-image.md)
- [Add financial analysis to a dashboard](https://docs.phocassoftware.com/financial-statements/using-statements/add-financial-analysis-to-a-dashboard.md): Create shared dashboards so you and your team can monitor your financial performance and get insights at a glance.
- [View transactions](https://docs.phocassoftware.com/financial-statements/using-statements/view-transactions-financial-statements.md)
- [View financial information in a matrix (change column groups)](https://docs.phocassoftware.com/financial-statements/using-statements/view-financial-information-in-a-matrix-column-groups.md)
- [Add and view comments](https://docs.phocassoftware.com/financial-statements/using-statements/add-and-view-comments-financial-statements.md)
- [Copy or export financial information](https://docs.phocassoftware.com/financial-statements/using-statements/copy-or-export-financial-information.md): Copy or export the financial statement information for use elsewhere.
- [FAQs](https://docs.phocassoftware.com/financial-statements/using-statements/faqs.md): Here are answers to some common questions asked about Financial Statements.
- [Manage financial statements](https://docs.phocassoftware.com/financial-statements/managing-statements/manage-financial-statements.md): Create and maintain financial statements to suit your business needs.
- [Add a financial statement](https://docs.phocassoftware.com/financial-statements/managing-statements/create-a-financial-statement.md): Create financial statements for different audiences by duplicating an existing statement or adding one from scratch.
- [Edit a financial statement](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement.md): Customize the contents and layout of a financial statement to meet your organization’s needs by adding and removing items, changing the order in which they display, and more.
- [Add an account group](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/customize-groups.md)
- [Add a calculation](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/customize-calculations.md)
- [Functions for Profit & Loss calculations](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/customize-calculations/functions-for-profit-and-loss-calculations.md): Learn about the inbuilt functions you can use in the Profit and Loss statement calculations.
- [Formulas for financial ratios](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/customize-calculations/financial-statements-formulas-for-common-ratios.md): Learn about the common financial ratios you can add to your financial statement calculations.
- [Add headings and spacers](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/customize-headings-and-spacers.md)
- [Customize a Cash Flow statement](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/customize-a-cash-flow-statement.md)
- [Common account mapping for Cash Flow statements](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-a-financial-statement/customize-a-cash-flow-statement/common-account-mapping-for-cash-flow-statements.md)
- [Delete a financial statement](https://docs.phocassoftware.com/financial-statements/managing-statements/delete-a-financial-statement.md)
- [Customize columns](https://docs.phocassoftware.com/financial-statements/managing-statements/customize-columns.md)
- [Set the financial year end date](https://docs.phocassoftware.com/financial-statements/managing-statements/set-the-financial-year-end-date.md)
- [Map the Retained Earnings account(s)](https://docs.phocassoftware.com/financial-statements/managing-statements/map-the-retained-earnings-account-s.md)
- [Restrict access to accounts](https://docs.phocassoftware.com/financial-statements/managing-statements/restrict-access-to-accounts.md)
- [Manage streams and scenarios](https://docs.phocassoftware.com/financial-statements/managing-statements/manage-streams-and-scenarios.md): Manage the data that is available to view in your financial statements.
- [Create a budget](https://docs.phocassoftware.com/financial-statements/managing-statements/create-a-budget.md): Do you have the Budgets & Forecasts module? If so, create a Profit and Loss (P\&L) budget from within your Financial Statements module and skip the manual setup process.
- [Use multiple currencies](https://docs.phocassoftware.com/financial-statements/managing-statements/use-multiple-currencies.md): Account for multiple business entities with different currencies in your financial statements.
- [Manage groups (sub-dimensions)](https://docs.phocassoftware.com/financial-statements/managing-statements/manage-dimension-groups.md): Create and maintain additional groupings for your dimensions to enhance the analysis capabilities in your financial statements.
- [Map categories from your Chart of Accounts](https://docs.phocassoftware.com/financial-statements/managing-statements/map-categories-from-your-chart-of-accounts.md)
- [Statistical streams](https://docs.phocassoftware.com/financial-statements/adding-data/use-statistical-streams.md): Add statistical data for use in your financial statements.
- [Journals](https://docs.phocassoftware.com/financial-statements/adding-data/journals.md): Learn about what the Journals feature does and how to get started.
- [Create a journal](https://docs.phocassoftware.com/financial-statements/adding-data/journals/create-a-journal.md)
- [Manage journals](https://docs.phocassoftware.com/financial-statements/adding-data/journals/manage-journals.md)
- [View and analyze journal data](https://docs.phocassoftware.com/financial-statements/adding-data/journals/view-and-analyze-journal-data.md)
- [Troubleshooting](https://docs.phocassoftware.com/financial-statements/adding-data/journals/troubleshooting.md)

## Budgets & Forecasts

- [Budgets & Forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/budgets-forecasts.md): Phocas Budgets & Forecasts allows you to collaboratively build budgets based on your financial reports and other data, then save your budgets as forecasts to refine your projections over time.
- [Take a tour of Budgets & Forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts.md): Learn about the Budgets & Forecasts homepage and how to open a workbook.
- [Explore the budget workbook](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts/explore-the-budget-workbook.md): Learn about the key elements of a budget workbook.
- [Explore the forecast workbook](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts/explore-the-forecast-workbook.md): Learn about the key elements of a forecast workbook.
- [Explore the Balance Sheet and Cash Flow budgets and forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/take-a-tour-of-budgets-and-forecasts/explore-the-balance-sheet-and-cash-flow-budgets.md): Learn about the key elements of the Balance Sheet and Cash Flow tabs in financial budget and forecast workbooks.
- [Overview of key terms and concepts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts.md): Start here to understand how everything fits together and get the most out of Budgets & Forecasts.
- [Budgets versus forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-budgets-versus-forecasts.md): Learn about what budgets and forecasts are, and how they are different.
- [Users and data access](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-users-and-data-access.md): Learn about the users, data access and security in the Budgets & Forecasts module.
- [Dimensions](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/dimensions.md): Learn how dimensions define where you enter budget values and how those values roll up for reporting.
- [Relationship with the Financial Statements module](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/relationship-with-the-financial-statements-module.md): Learn about the link between the Financial Statements and Budgets & Forecasts modules.
- [3-statement budgeting](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-3-statement-budgeting.md): Learn about how Budgets & Forecasts supports an integrated financial model known as 3-statement budgeting.
- [Filtering methods](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/filtering-methods.md): Get a summary of the filtering methods, including when to use them, and who can use them.
- [Demand planning](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/demand-planning.md): Ensure you've always got the right stock amount on hand and alleviate concerns about order delays, dissatisfied customers, high holding costs, or wasted stock.
- [Loan repayments](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/loan-repayments.md): Manage your loan data in a Manual Entry tab and calculate repayment and interest amounts per period.
- [Customize your view](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view.md): Change the standard view of the data in a worksheet to suit your analysis and reporting needs.
- [Filter a worksheet (search for items)](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view/filter-a-worksheet.md)
- [Group period columns](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view/group-period-columns.md): Group several period columns in a worksheet into one column that displays the total of value.
- [Use layouts](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/customize-your-view/use-layouts.md): Save and share multiple layouts for each worksheet to get different views of a budget or forecast.
- [Use session filters](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-session-filters.md): Use session mode to filter the workbook to only include the data you're interested in. The workbook will then load much quicker and be faster to navigate (fewer clicks required).
- [Refresh a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/refresh-a-workbook.md): Clear the cache and ensure you have the most up-to-date data.
- [Edit values in a worksheet](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet.md): Play your part in the budgeting and forecasting workflow by entering and editing values in the worksheets.
- [Open workbook notes](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/open-workbook-notes.md): Check the workbook notes for instructions for completing the budget, details on how the budget model was built, or any other helpful information provided by the budget owner.
- [Use keyboard shortcuts](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-keyboard-shortcuts.md): Save time by using these common keyboard shortcuts in the budget and forecast worksheets, whether you're using Windows or Mac.
- [Copy and paste values](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/copy-and-paste-values.md)
- [Use comparison rows](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-comparison-rows.md): Add comparison rows to your worksheets to view comparative data alongside your budget data and help you edit those values. This information can be used in formulas or just for reference purposes.
- [Use sum and working lines](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-sum-and-working-lines.md): Add extra details to your worksheets to help you complete your budget data entry.
- [Use formulas](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/use-formulas.md): Use formulas to calculate your budget values, taking advantage of the inbuilt functions.
- [Spread totals](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/spread-totals.md): Use the built-in options for distributing a value over the period to save time when entering values.
- [Revert to the baseline values](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/revert-to-the-baseline-values.md): Undo all the changes you make in a worksheet.
- [Edit the Balance Sheet budget](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/edit-the-balance-sheet-budget.md): Learn about the unique characteristics of a Balance Sheet budget that impact the editing process.
- [View and use headcount data](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/edit-values-in-a-worksheet/view-and-use-headcount-data.md): View your organization’s full-time equivalent (FTE) and headcount data and use it when entering the budget values.
- [Use workflows](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows.md): Learn about workflows, a core concept in the Budgets & Forecasts module.
- [Contribute to the workflow](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows/contribute-to-the-workflow.md): Learn about the role of a workflow contributor.
- [View the workflow history](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows/view-the-workflow-history.md)
- [View workflow comments](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows/view-workflow-comments.md)
- [View budget information in a chart](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/view-budget-information-in-a-chart.md): Visually explore and interact with your budget information in a chart format.
- [Open baseline, comparative, or opening balance data](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/open-baseline-comparative-or-opening-balance-data.md)
- [Review the budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast.md): Learn about the features that will help you during the review process.
- [Add and view cell comments](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/add-and-view-cell-comments.md)
- [View and restore the cell history](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/view-and-restore-the-cell-history.md)
- [View the audit log](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/view-the-audit-log.md)
- [Compare actuals, budgets and forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/compare-actuals-budgets-and-forecasts.md): Learn how to use the Financial Statements and Budgets & Forecasts modules together.
- [Select and analyze data](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/review-the-budget-or-forecast/select-and-analyze-data.md)
- [Export a workbook or worksheet tab](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/export-a-workbook-or-worksheet-tab.md): Export the data as an XLSX file for use elsewhere.
- [Manage budgets and forecasts](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-budgets-and-forecasts.md): Create, customize, and maintain your organization's budget and forecast workbooks.
- [Create a budget workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget.md): Start the budgeting process by creating a budget workbook.
- [Best practices for efficient budgeting](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/best-practices-for-efficient-budgeting.md): Get solutions and knowledge of best practice to help you avoid performance issues and improve your budgeting processes and user experience.
- [Filtered budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/filtered-budget.md)
- [Budget by region and branch](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/budget-by-region-and-branch.md): Use the combined features of the Financial Statements and Budgets & Forecasts modules to efficiently budget at a regional and branch level.
- [Multi-currency budget](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/multi-currency-budget.md)
- [Unclassified data](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/unclassified-data.md)
- [Period types in budgets](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/period-types-in-budgets.md)
- [Additional measures for driver-based budgeting](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/additional-measures-for-driver-based-budgeting.md)
- [Secure and distribute a completed budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/secure-and-distribute-a-completed-budget-or-forecast.md): Use these options to lock down your completed budget or forecast so you can protect the data, prevent accidental changes and safely share the finalized version with others.
- [Structure a budget to avoid losing data](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-budget/structure-a-budget-to-avoid-losing-data.md): Set up your budget or forecast workbook to prevent unexpected changes when underlying dimension groups are modified during the budgeting period.
- [Create a forecast workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/create-a-forecast.md): Save a budget workbook as a forecast workbook to estimate the performance in future periods and understand your current direction.
- [Clone a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/clone-a-workbook.md): Clone existing workbooks to save time and maintain consistency when creating new ones.
- [Import a budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/import-a-budget-or-forecast.md): Import a budget or forecast file to use as the stream in the baseline data structure of a budget or forecast workbook.
- [Roll a budget forward](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/roll-a-budget-forward.md): Rather than copy a budget forward, change the dates in the budget setup to roll it forward into the next period and continue using the same workbook.
- [Edit the workbook setup](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/edit-a-budget-or-forecast-workbook-setup.md): Changes the way you set up a budget or forecast workbook.
- [Add more detail to a budget or forecast](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-more-detail-to-the-budget-or-forecast.md): Add more levels, entities, accounts, and categories to a budget or forecast.
- [Add worksheet tabs (drivers)](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs.md): Add worksheet tabs to a workbook to include extra details and automatically drive budget and forecast values.
- [Balance Sheet and Cash Flow tabs](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/balance-sheet-cash-flow-tabs.md): Add a Balance Sheet worksheet tab in your Profit and Loss budget workbook for your Balance Sheet budget and automatically derive your Cash Flow for 3-statement budgeting.
- [Manual Entry tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/manual-entry-tab.md): Add a blank worksheet tab in a budget or forecast workbook in which you can manually enter data for reference purposes.
- [Database tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/database-tab.md): Add a Database tab in your financial budget workbook to connect to data in another database and drive budget values.
- [Bring in data from another database](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/database-tab/bring-in-data-from-another-database.md): Learn how to include operational data in your financial budget for more detailed budgeting.
- [Headcount tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/headcount-tab.md): Add a Headcount tab in your financial budget workbook to budget employee-related costs and automatically drive expense accounts in the Main tab.
- [Headcount tab FAQs](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/headcount-tab/headcount-tab-faqs.md)
- [Reference tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/reference-tab.md): Add a Reference tab in a budget or forecast workbook to connect to data in another database.
- [Lookup tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/lookup-tab.md): Add a blank, structured worksheet tab in a budget or forecast workbook in which you can manually enter data for inputs or assumptions.
- [Allocations tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/allocations-tab.md): Add an Allocation tab in your financial (Profit and Loss) budget workbook to split costs, revenue, and other items across different areas of your organization.
- [Scratch Pad tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-worksheet-tabs/scratch-pad-tab.md): Add a blank, unstructured worksheet tab in a budget or forecast workbook in which you can import external data.
- [Manage worksheet tabs](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-worksheet-tabs.md): Take action with the worksheet tabs added to the budget and forecast workbooks.
- [Edit the comparison setup](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/edit-the-comparison-setup.md): Add comparison rows to give your team the context they need, such as last year’s actuals or forecasts, so they can make smarter, data-driven budget edits with instant variance insights.
- [Add notes to a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/add-notes-to-workbook.md): Use workbook notes to give users instructions for completing the budget or forecast, details on how the budget model was built, or any other useful information.
- [Customize the format of measures](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/customize-the-format-of-measures.md): Override the default formatting of the values you see in a worksheet to suit your budgeting needs.
- [Manage the workflow](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-the-workflow.md): Learn about the steps involved in managing the workflow for a worksheet.
- [Manage user access and notifications](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/manage-user-access-and-notifications.md): Manage access to the headcount and workflow notification features at a global level, and manage access to each workbook and its individual worksheet tabs.
- [Publish a budget, forecast or other worksheet tab](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/publish-a-budget-forecast-or-other-worksheet-tab.md): Publish the budget or forecast data to the underlying database so others can use it for analysis and reporting or export it to Microsoft Excel for use elsewhere.
- [Fix the baseline in a budget](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/fix-the-baseline-in-a-budget.md): Learn how to disassociate a budget from its baseline values, so those values become fixed and no longer update automatically.
- [Delete or restore a workbook](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/delete-or-restore-a-workbook.md)
- [Delete a stream](https://docs.phocassoftware.com/budgets-and-forecasts/owner-and-administrator/delete-a-stream-budgets-and-forecasts.md)

## Rebates

- [Rebates](https://docs.phocassoftware.com/rebates/rebates.md): Phocas Rebates allows you to manage the rebates you pay and receive, automatically calculate the rebate amounts, and then post the results to your Phocas database for analysis.
- [Overview of rebates](https://docs.phocassoftware.com/rebates/overview-of-rebates.md): Learn about the general concept of rebates and how multiple teams in your organization might use rebate programs.
- [Get started with Rebates](https://docs.phocassoftware.com/rebates/get-started-with-rebates.md): Access the Rebates module and become familiar with the process.
- [Projects](https://docs.phocassoftware.com/rebates/projects.md): Projects, the starting point for Rebates, are used to manage rebate rules.
- [Rules](https://docs.phocassoftware.com/rebates/rules.md): A rule determines how the rebate will be calculated and to whom or what it will be applied.
- [Parent-child rebate rules](https://docs.phocassoftware.com/rebates/rules/parent-child.md)
- [Rebates calculation methods](https://docs.phocassoftware.com/rebates/rules/calculation-methods.md)
- [Yearly rebates](https://docs.phocassoftware.com/rebates/rules/yearly-rebates.md)
- [Quarterly rebates](https://docs.phocassoftware.com/rebates/rules/quarterly-rebates.md)
- [Monthly rebates](https://docs.phocassoftware.com/rebates/rules/monthly-rebates.md)
- [Whole rule period rebates](https://docs.phocassoftware.com/rebates/rules/whole-rule-period-rebates.md)
- [Retrospective rebates](https://docs.phocassoftware.com/rebates/rules/retrospective.md)
- [Pro rata rebates](https://docs.phocassoftware.com/rebates/rules/pro-rata.md)
- [Calculations](https://docs.phocassoftware.com/rebates/calculations.md): See the financial impact of your rebate rules.
- [Run a calculation](https://docs.phocassoftware.com/rebates/calculations/run-a-calculation.md)
- [Schedule calculations for a project](https://docs.phocassoftware.com/rebates/calculations/schedule-calculations.md)
- [View calculation results and transactions](https://docs.phocassoftware.com/rebates/calculations/view-calculation-results-and-transactions.md)
- [Post calculation results](https://docs.phocassoftware.com/rebates/calculations/post-calculation-results.md)
- [Seasonal calendars](https://docs.phocassoftware.com/rebates/seasonal-calendars.md): Align your rebate rules with your working calendars.
- [Rebates analysis](https://docs.phocassoftware.com/rebates/rebates-analysis.md): Analyze your rebate data in the Analytics module.
- [Rebates near miss analysis](https://docs.phocassoftware.com/rebates/rebates-near-miss-analysis.md): Analyze your rebate near-miss data in the Analytics module.

## CRM

- [CRM](https://docs.phocassoftware.com/crm/crm.md): Phocas Customer Relationship Management (CRM) is fully integrated with Phocas Analytics, allowing you to analyze and share data about all your interactions with customers and suppliers.
- [Overview of CRM](https://docs.phocassoftware.com/crm/overview-of-crm.md): Learn about the areas of the CRM module, how to access them and what you can do there.
- [Agenda](https://docs.phocassoftware.com/crm/agenda.md): The My Agenda screen shows a 7-day view of your scheduled activities in CRM, such as meetings and tasks.
- [Contacts](https://docs.phocassoftware.com/crm/contacts.md): In CRM, contacts are the people who work with or are associated with an account.
- [Accounts](https://docs.phocassoftware.com/crm/accounts.md): In CRM, an account is a company you work with or have worked with in the past, such as a customer, supplier, or vendor.
- [Leads](https://docs.phocassoftware.com/crm/leads.md): A lead is someone who might present a new business opportunity. A lead does not belong to an account.
- [Activities](https://docs.phocassoftware.com/crm/activities.md): Activities can be logged against accounts, contacts and leads.
- [Create activities with AI voice](https://docs.phocassoftware.com/crm/activities/create-activities-with-ai-voice.md): Use AI voice generated activities to capture customer updates in CRM without manually typing notes or tasks.
- [Microsoft 365 Outlook calendar integration](https://docs.phocassoftware.com/crm/activities/microsoft-365-outlook-calendar-integration.md): Connect Phocas CRM with your Microsoft 365 Outlook app for 2-way calendar synchronization, saving workflow time and reducing the risk of missed meetings or scheduling conflicts.
- [Campaigns](https://docs.phocassoftware.com/crm/campaigns.md): A campaign is a series of independent activities across multiple accounts, contacts and leads that are linked in CRM, often as part of a marketing effort.
- [Pipelines](https://docs.phocassoftware.com/crm/pipelines.md): Track sales opportunities through stages in a visual pipeline.
- [CRM analysis](https://docs.phocassoftware.com/crm/analysis.md): Analyze your CRM data in the Analytics module to correlate activities to results.
- [CRM administration](https://docs.phocassoftware.com/crm/administration.md): Customize and manage the CRM module in your Phocas site.

## Administration

- [Administration](https://docs.phocassoftware.com/administration/administration.md): Phocas Administration provides a range of administration tools to allow you to manage your organization’s Phocas site.
- [Overview of access to data](https://docs.phocassoftware.com/administration/overview-of-access-to-data.md): Learn about the data access and restrictions in Phocas, which as an administrator, you are responsible for managing.
- [Users](https://docs.phocassoftware.com/administration/users.md): Get familiar with the Users page, where you can manage the user accounts for your Phocas site.
- [Add, update or delete a user account](https://docs.phocassoftware.com/administration/users/add-update-user.md): Add new users to Phocas and update their details and permissions as things change over time.
- [User account page](https://docs.phocassoftware.com/administration/users/add-update-user/user-account-page.md)
- [User permissions](https://docs.phocassoftware.com/administration/users/add-update-user/user-permissions.md)
- [Create a user template](https://docs.phocassoftware.com/administration/users/create-a-user-template.md): Create a templates for SSO automatic user account creation.
- [Manage a user's database access and restrictions](https://docs.phocassoftware.com/administration/users/manage-a-users-database-access-and-restrictions.md): Ensure users can only access the data that is relevant to them.
- [Manage user passwords](https://docs.phocassoftware.com/administration/users/manage-user-passwords.md)
- [Monitor user activity](https://docs.phocassoftware.com/administration/users/monitor-user-activity.md)
- [Lock user accounts](https://docs.phocassoftware.com/administration/users/lock-user-accounts.md)
- [Impersonate a user](https://docs.phocassoftware.com/administration/users/impersonate-a-user.md): Act as another user to check settings or troubleshoot issues in their account.
- [Profiles](https://docs.phocassoftware.com/administration/profiles.md): Use profiles to determine what users can do in Phocas.
- [Folders](https://docs.phocassoftware.com/administration/folders-administration.md): Manage all the folders in your organization’s Phocas site.
- [Favorites](https://docs.phocassoftware.com/administration/favorites-administration.md): Manage all the favorites in your organization’s Phocas site.
- [Dashboards](https://docs.phocassoftware.com/administration/dashboards-administration.md): Manage all the dashboards in your organization’s Phocas site.
- [Subscriptions](https://docs.phocassoftware.com/administration/subscriptions-administration.md): Manage the user subscriptions to all your organization’s favorites and dashboards.
- [Periods](https://docs.phocassoftware.com/administration/periods-administration.md): Manage the periods used throughout your Phocas site.
- [Period types](https://docs.phocassoftware.com/administration/periods-administration/period-types.md): Manage the period types used in your Phocas site.
- [Working days](https://docs.phocassoftware.com/administration/periods-administration/working-days.md): Add calendars that include working days and exclude non-working days to align with public holidays, half-day holidays, and so on. These calendars can also be used for seasonality purposes.
- [Databases](https://docs.phocassoftware.com/administration/databases-administration.md): Manage various aspects of your Phocas databases, such as user access, restrictions, and defined periods.
- [Sync Sources](https://docs.phocassoftware.com/administration/sync-sources.md): View and manage the data items that were added to your Phocas site.
- [Connectors](https://docs.phocassoftware.com/administration/connectors.md): View and run the data connectors that are set up for your Phocas site.
- [Configuration](https://docs.phocassoftware.com/administration/configuration.md): Configure and customize your Phocas site's general, connection, and SSO settings.
- [Set up SSO](https://docs.phocassoftware.com/administration/configuration/set-up-sso.md)
- [Set up SSO with Microsoft Entra ID](https://docs.phocassoftware.com/administration/configuration/set-up-sso-entra.md)
- [Logs](https://docs.phocassoftware.com/administration/logs.md): View system-wide activity and error logs.
- [Designer](https://docs.phocassoftware.com/administration/designer.md): Use the Designer tool to modify the design of Phocas databases that were created for you by the Implementation team, and design new databases by yourself.
- [Modify a database](https://docs.phocassoftware.com/administration/designer/modify-a-database.md): Whether the Phocas Implementations team designs your databases or you do it yourself, as time goes on, you might want to modify those designs to meet your business’s needs.
- [Get your data into Phocas](https://docs.phocassoftware.com/administration/designer/get-your-data-into-phocas.md): Connect your data sources to Phocas for use in database designs.
- [Design a database](https://docs.phocassoftware.com/administration/designer/design-a-database.md): Create and set up a new database without the help of a Phocas Implementations consultant.
- [Create a database](https://docs.phocassoftware.com/administration/designer/design-a-database/create-a-new-database.md): Create a brand new database from scratch.
- [Add (connect) data to a database](https://docs.phocassoftware.com/administration/designer/design-a-database/add-connect-data-to-a-database.md): After you create a database, the next step in the design process is to add (connect) the raw data items (such as files and views) to streams in that database.
- [Map data to the database](https://docs.phocassoftware.com/administration/designer/design-a-database/map-data-to-the-database.md): The next step in the design process is to map (match) the data columns to their respective component in the database.
- [Save your database design](https://docs.phocassoftware.com/administration/designer/design-a-database/save-your-database-design.md): Save your design before building the database.
- [Design a financial database](https://docs.phocassoftware.com/administration/designer/design-a-financial-database.md): Special considerations for when designing a financial database.
- [Copy a database design](https://docs.phocassoftware.com/administration/designer/copy-a-database-design.md)
- [Build a database](https://docs.phocassoftware.com/administration/designer/build-a-database.md)
- [View and revert to older design versions](https://docs.phocassoftware.com/administration/designer/view-and-revert-to-older-design-versions.md): View the changes that were made to a database design and revert to a previous version.
- [Add a budget file to a financial database](https://docs.phocassoftware.com/administration/designer/add-a-budget-file-to-a-financial-database.md): Learn how to manually add a budget to a financial database for use in Financial Statements and/or Budgets & Forecasts.
- [Add a budget file to a non-financial database (easy budget upload)](https://docs.phocassoftware.com/administration/designer/add-budget-file-to-non-financial-database.md): Learn how to add a budget to a non-financial (operational) database for use in Analytics and/or Budgets & Forecasts, using the Easy Budget Upload method.
- [Sync](https://docs.phocassoftware.com/administration/sync.md): Learn about the Phocas Sync application and its basic setup process.
- [Automatically merge or split items during Sync (split view)](https://docs.phocassoftware.com/administration/sync/automatically-join-items.md): Learn how to merge multiple files into one, and split one file into multiple files.
- [Schedule the sync process](https://docs.phocassoftware.com/administration/sync/schedule-the-sync-process.md): Rather than manually run the sync process every time, set a time to run the sync regularly, using Windows Task Scheduler.
- [Migrate Sync](https://docs.phocassoftware.com/administration/sync/migrate-sync.md): Move Sync from one computer or server to another without breaking any data connections.
- [Test the sync process](https://docs.phocassoftware.com/administration/sync/test-the-sync-process.md): Carry out a test to ensure the sync process works.
- [Reserved words and characters](https://docs.phocassoftware.com/administration/reserved-words-and-characters.md): Learn about the words and characters to avoid in your database designs.
- [End of year maintenance tips](https://docs.phocassoftware.com/administration/end-of-year-maintenance-tips.md): Make the transition into the New Year as smooth as possible.

## Other Information

- [Other information](https://docs.phocassoftware.com/other-information/other-information.md)
- [Release notes](https://docs.phocassoftware.com/other-information/release-notes.md): Access our product release notes, where you can find information on the new features and changes we've released over the past year.
- [Feature releases](https://docs.phocassoftware.com/other-information/feature-releases.md): Learn about how we roll out new features and what to expect when we make changes.
- [Glossary](https://docs.phocassoftware.com/other-information/glossary.md): Learn the common terms used in Phocas, including key implementation and data validation terminology.
- [More help and support](https://docs.phocassoftware.com/other-information/more-help-and-support.md): Get links to other helpful resources and request upgrades, services, and support.
- [System requirements](https://docs.phocassoftware.com/other-information/system-requirements.md): Learn about the system requirements (also called 'specs' or 'specifications') for using Phocas and Sync.
- [Technical limitations](https://docs.phocassoftware.com/other-information/technical-limitations.md)
- [Security information](https://docs.phocassoftware.com/other-information/security-information.md): Learn about what we do to keep your data safe and secure.
- [Scheduled upgrade and maintenance periods](https://docs.phocassoftware.com/other-information/scheduled-upgrade-and-maintenance-periods.md)
- [Functions for use in formulas](https://docs.phocassoftware.com/other-information/functions-for-use-in-formulas.md): Learn about the inbuilt functions you can use when entering formulas in the Flex Modes and Budgets & Forecasts modules.
- [Robots.txt](https://docs.phocassoftware.com/other-information/robots.txt.md)


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