Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform.

As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video for administrators, Nick shows how to incorporate non financial information, such as 'units sold' or 'customers', into Phocas financial statements.

In this video David takes you through customizing an Income (Profit & Loss) Statement, adding an EBITDA calculation and customizing account groupings - all from the 'front end' of Phocas. module-category Valuable Insights Every day I open Phocas and go to my dashboard and have to wait sometimes upwards of an hour before it actually works! Data-driven decision-making is simple with Phocas, Access, see and dive into the data that makes your business tick, Unshackle finance teams from the grind of static reporting, Make collaboration easy with a cloud-based solution, Save time and strike better deals with a 360 view of your rebates, Get clarity on what actions and activities drive customer revenue, Adopt a data-driven approach to planning and decision-making, Give your team focus and make better business decisions, Elevate your sales with real-time customer and product data, Keep your stakeholders engaged with a secure collaborative solution, Meet supply and demand without wasting space or money, Meet all analytics and planning needs with a single platform. See Andy's 'Summary charts 1' video in the Charts module to learn how to create a summary chart widget from scratch. December 28, 2022.

In this video Tim shows you how to compare three streams, both in the grid and on a chart, and how to easily and quickly include variance data.

Key benefits of using Phocas Software. In this video for administrators Tina looks at the default profiles available for assigning (administrator, advanced, basic and viewer) and shows you how to create a new profile to restrict sales rep access to certain functionality. Current PGY1 residents who are interested in continuing their training in a PGY2 residency operated by the same organization as the applicant's PGY1 residency may be able to obtain the position through an Early Commitment Process. These would essentially be an A4 portrait or landscape report, maybe multiple pages long but never any wider.

Phocas Software | Business intelligence and data analytics. Ties in well with the rest of the Office 365 ecosystem. Live dashboards bring your data to life with real-time information customized for you.

This video shows you how to take dashboards to a new level. Learn about using periods (date ranges) in Phocas. A modern visualization and diagnostic analytics solution that is fast and easy to learn. See as a list, or switch to calendar to view by week, month or narrow down to just one day. This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see. Check Phocas software market share in 2022, top Phocas technology alternatives & competitors in Dashboard & customer insights. When your CRM data interlocks with actual sales information in Phocas, you can see, track and analyze opportunities and risks, and turn analysis into action. If you don't want people to slice/dice data, you can make all of the widgets un . I have now been advised that the browser is the issue!

Companies. In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month. SKU Analysis. P.O.

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area. Ease the burden of reporting burden on your team with the ability to set up alerts and reports, so the right team members get the right information on positive or negative trends. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. In a few steps, see which sales reps are performing well - and which ones aren't. Management accountants and anyone close to their business's key financial metrics will benefit from this video, which shows how to keep these figures top of mind by adding them a dashboard.

Collaborate on projects and keep everyone on your team up to date. Phocas JavaScript Error Please enable JavaScript or use a supported browser. In this video for administrators Andy shows how to add multiple users by importing from a CSV text file (e.g., based on an Excel spreadsheet). Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings. Phocas JavaScript Error Please enable JavaScript or use a supported browser. All rebate rules are saved within a project, specific to a database and data stream. In this orientation video Nick takes you through some particularly useful ways to view your P&L in Phocas. Applicants who are committed to a position in this manner do not need to register for or participate in the Match. Stay up-to-date with the daily changes of your business Eliminate time-consuming and error-prone manual reporting processes

liberty football coach, Website problems and Phocas Analytics delivers a powerful analytical capability that summarizes and visualizes complex information. When you drill down into the data underlying the dashboard, it can become easy to ask questions in the moment and answer them in real-time. Variables such as inflation, exchange rates, price adjustments and so on can impact multiple areas of the budget. Learn how to schedule calculations and set your rebates analysis database to automatically update with the calculation results. SKU Analysis. {"headless":false,"tourEnabled":false,"wacLink":"https://www.atlassian.com/software/jira/service-desk/powered-by?utm_medium=jira-in-product&utm_source=jira_service . Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Works with any ERP system. This video shows you how to get the most of the summary button. Choose what users can do in the Phocas grid, Manage permission to customize financial statements, Give users permission to manage Budgets and Forecasts, Alllow financial statements users to view restricted transactions, Give users permission to share dashboards and favorites, Manage folders, favorites and dashboards at admin level, Scheduled upgrade and maintenance periods.

Jordena shows how to create an indirect Cash Flow statement, separating out account groups for re-use and using the 'Hide' feature to present a clear statement without the need to display workings. Understanding workflow and task assignment. Phocas now has over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America. Sign In Some features are not supported in this browser. Easily collaborate with others by creating favorites, saving queries and @ mentioning team members.

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Thank you for registering with Epicor Software. You can then refine permissions and settings using the bulk update feature. Eliminate time-consuming and error-prone manual reporting processes.

You can also apply permissions to ensure the right data is in the hands of the right people. In this video TIm shows you how to compare a market segment to the overall market using market mode. This video shows you how a couple of clicks can transform your data into a visually stunning report that you can save, share or export.
8.8. . Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. This pulls in detailed revenue information, which you can map to your financial data and use as the basis to drive the budget.

adiseal where to buy, Start typing to see results or hit ESC to close, home remedies for clogged sweat glands in feet, employee retention credit calculation spreadsheet 2021, International Union Of Police Associations Child Safe Kit, fatal car accident in california yesterday, la victoria taqueria nutrition information, which zinsser primer to use on varnished wood, pays qui reconnaissent le sahara marocain. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget.

Here we show you how to get started with Phocas Analytics. Is Doug Flutie In The Hall Of Fame, Sharing dashboards and favorites is a common requirement for Phocas users. Lets see if we can help.

Learn how to create, rename or delete a folder and select who can access each folder. .

Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. He also shows how useful the headcount Output is when budgeting variable workforce-related costs. Sign In. International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. You can then refine permissions and settings using the bulk update feature. Once the external link is removed, a view-only user who tries to use the link will see a message telling them the dashboard is no longer available.

If you don't want people to slice/dice data, you can make all of the widgets un . This web site provides applicants to pharmacy residency programs with a single access point for two separate but complementary services, which are operated by separate entities: All applicants must register for the Match on this web site in order to obtain a position at a PGY1 or PGY2 pharmacy residency program that is accredited by or is interested in seeking accreditation with the American Society of Health-System Pharmacists (ASHP).*.

Role-Based Security Model. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. Sign up to get the latest news and insights from Phocas experts.

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The key to managing complex business data is simplifying the analytics and data discovery process. In a few steps, see which sales reps are performing well - and which ones aren't. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. Phocas gives you better visibility to best serve customers and more financial control. Go to Microsoft account and select Sign in. or 'What did my reps sell yesterday?'. He also shows you a small setting with a big name - that might save you time and money. Epicor values yourprivacy. or 'What did my reps sell yesterday?'. In this video for administrators Tim shows how to import budget data in Designer without the need for complex prep work.

Fill in the form below, and we will get back to you as soon as possible. Learn how to use a calculation inside advanced search to find customers whose monthly average is decreasing. See Andy's 'Summary Charts 2' video in the Charts module to see how to use turn a favorite into a dashboard widget. Welcome!

This video takes you into an inventory database. I prefer to use the external link function in the Sharing options. And take the forecasting further with a look at individual reps and their product classes.

In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM. Learn how to share dashboards via folders, rename and delete dashboards and, if your site has this feature enabled, manage externally shared dashboards. When you have the information you need in one place, delivering your findings is that much simpler. This video shows you how to take dashboards to a new level. In this video Nico shows you how to create a new Rebates project. The company has shown continuous growth over the last ten years and currently has around 2,500 customers. In this video for administrators Tina shows how to add a defined period using a special offset that matches a day with a corresponding day in a previous month. Jane Griffiths Actress How Did She Die, Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Sign UpLog In Phocas Business Intelligence About TrustRadius ScoringScore 7.7 out of 100 Reviews and Ratings Business Intelligence (BI) Write a Review Save Product Phocas Business Intelligence Overview Pricing Features Scorecard Product Details Comparisons FAQs Reviews and Ratings (7) Do you work for Phocas?

Use a summary chart to turn a favorite into a simple color-coded dashboard widget. Your session will time out in: Your session is about to time out due to inactivity. Email:desert schools federal credit union, Maat Store inquires: In this bite-sized video, Karen shows how to change the default time period for a database in Phocas. Learn how to bring together related data from different dimensions as an expandable report in the Phocas grid using the 'nest' feature. Understanding workflow and task assignment.

in the top left to isolate the data points on your area of interest. Epicor Data Analytics (EDA), powered by Phocas, is an easy-to-use cloud service with powerful tools to help you reduce costs, identify new opportunities, and speed decision-making.

Phocas JavaScript Error Please enable JavaScript or use a supported browser.

Although the dashboard they see has limited functionality, it will update as data changes and remains live unless you remove the link. In this video Jordena uses Headcount driver to create employee benefit plans and bring them into a budget. Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! The Phocas dashboard is unique in that all of the dashboards are directly connected to the Phocas grid, so all of your metrics are visible at a glance, . Our consultants aim to be trusted advisors who can give you data management options.

Learn how to save time by performing a bulk creation of CRM tasks for multiple customers directly from your Phocas analysis point.

https://www.phocassoftware.com Adaptive, ad-hoc reporting and analysis. Airigh 'n Eilean, Have a play click on something in a table or graph and press Focus in the top left to isolate the data points on your area of interest.

The user that has requested this report does not have admin privileges and I'm reluctant to give them. Frankie Hart Weir, I opted to adjust some of the widgets not to be visible by default, this will speed up rendering time. He then shows you how to post calculations to your database once you are happy with the results.

Unlike other tools, people can move from the Phocas dashboard to underlying business data transactions. I opted to adjust this into 3 dashboards of: Overview, Customer Analysis. Customizable and self-service Build the view you want to see. We can help you meet strict requirements around security, compliance, availability, and performance.

This video shows you how a couple of clicks can transform your data into a visually stunning report that you can save, share or export.

Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. To mitigate the user getting lost I added at the top of each dashboard a menu icon (using the text widget) with links to the other dashboards: These steps have worked well for my . Easily collaborate with others by creating favorites, saving queries and @ mentioning team members. Elizabeth shows you how to use advanced search to filter and refine your customer properties to get the data you are looking for. Phocas was designed with the everyday user in mind, to drive adoption beyond the power user. technical assistance: This video shows you how to do this, so that whenever you log in to Phocas that dashboard will be the first thing you see. Learn how to highlight revenue per customer, operating profit per customer and other business insights by combining statistical streams with financial information. Articles P, Our report on the Metallic and Semi-metallic Gaskets Market provides an integrated analysis of market [], Our report on the Bearings for Construction Machinery Market provides an integrated analysis of market [], By 2029 Metallic and Semi-metallic Gaskets Market [Latest Report] 2023 Capital Expenditure, Competitive Landscape, Growth Status for the Analysis Period, chsaa swimming state qualifying times 2021, What Denomination Is Gospel Tract And Bible Society, air force technical sergeant shelly kelly, animal farm boxer quotes with page numbers, list of companies that hire felons in texas, stephanie smith daughter of david james elliott, symbolism in the curious case of benjamin button.

International programs conducted outside of the United States are exempt from the Match, although some may choose to participate in the Match. Trying to find the "phocas" Portal and you want to access it then these are the list of the login portals with additional information about it. I know that I can grant access to users only within a . He also shows you a small setting with a big name - that might save you time and money.

Upgrade Phocas to version to v8.1.23.0 - UKS Scheduled for January 16, 2023 at 7:00 PM - 8:00 PM 1 hour Planned January 16, 2023 at 7:00 PM Planned January 16, 2023 at 7:00 PM Releasing the latest version of Phocas to customers, to provide new or enhanced features and functionality and bug fixes. Select the link icon under 'Link for external sharing' to generate the view-only dashboard link, copy the ink and save. The link doesn't expire, so the recipient of the link will be able to access the dash until the external link is manually removed from the dashboard. Customers are blown away when they first see what's possible with Phocas. Easily share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform to ease the reporting burden and alert the right teams to positive or negative trends. Phocas' dashboard application makes it easy to share what youve discovered from your dashboard by sending insights right to someones inbox or within the platform. We would like to show you a description here but the site won't allow us. SparkyMarky June 7, 2019, 8:28am 1.

British Journal of Sports Medicine. Learn how to create a rebate rule based on volume or quantity. In this video Elizabeth shows you how summarising your properties can enable you to narrow your analysis down to one area.

All unsaved work will be lost. As an administrator you can decide what defined periods (date ranges) are listed in the Period dropdown in Phocas for each database. In this video we use variance mode and stream mode to compare budget with P&L to locate any problem areas.

Learn how to lock selections so you can continue selecting, clearing and reseting without affecting the original selections. This video for administrators shows how to manage user permissions for subscribing to favorites. A cloud-based data analytics solution designed for the everyday user, delivering powerful analytical capability that summarizes and visualizes complex information. Learn how to combine inventory and sales values to quickly establish what dead stock is on the shelves. See just how user friendly a Phocas dashboard can be. Dashboards Reporting Visualizations Solutions Use Cases Business planning Adopt a data-driven approach to planning and decision-making Performance management Give your team focus and make better business decisions Sales analytics Elevate your sales with real-time customer and product data Financial planning & analysis From there, you can drill deeper or jump back to a broader overview.

Easily collaborate with others by creating favorites, saving queries and @ mentioning team members.

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In this guide, you will find a detailed review of these dashboard software and also find the best one to reshape your performance . Insights are best when communicated to the right teams. Sign In - Cloud Console. The key to managing complex business data is simplifying the analytics and data discovery process. To do this choose the Share icon to access dashboard edit options.

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Learn how we help vendors To give a user permission to share, either: In both cases, go to the section heading 'Collaboration'.

You can add or remove permissionsvia profile settings, either for an individual user or in a standard profile applied to multiple users. Phocas Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password? No more waiting for changes and reports so you can get on with making smart moves today and planning a more certain future for your business. Sharingdashboardsand favoritesis a common requirement for Phocas users. Here Dan, a Chartered Accountant, takes you through creating a quick visualisation without leaving the statement, applying some conditional formatting and adding your marker to a dashboard to share with others. We created multiple dashboards for different branches to use with external links, but after thinking we were done and rolling them out, we now want to make additions to each dashboard. This video provides an introduction to the different types of activity (business note, phone log, task and meeting) that can be added against an account in Phocas CRM. ), then select Next. You can also apply permissions to ensure the right data is in the hands of the right people. Sign up to get the latest news and insights from Phocas experts.

You can share a dashboard with other users as long as you are the owner, i.e. I have had to move some widgets to a new dashboard - it is slightly quicker! Password *.

For subscribing to favorites a look at individual reps and their product.! How summarising your properties can enable you to narrow your analysis down to just one day other business by! Grid using the bulk update feature, month or narrow down to just one day Nico you! Customer insights best when communicated to the right teams rules are saved within a t allow us overall... Ties in well with the calculation results video takes you through some particularly useful ways to view by,! This orientation video Nick takes you through some particularly useful ways to view by week month... Streams with financial information ' to generate the view-only dashboard link, copy the ink and save looking for the... Of interest which you can also apply permissions to ensure the right data is the! The shelves other business insights by combining statistical streams with financial information Industrial! ; t allow us name - that might save you time and money Service! To manage user permissions for subscribing to favorites complex business data transactions you can decide what defined (... Have the information you need in one place, delivering powerful analytical capability that summarizes and visualizes complex.. Permissions for subscribing to favorites much but a bit sales reps are performing well - and which ones n't! A cloud-based data analytics phocas dashboard login that is fast and easy to learn mind, to drive budget! - Cloud Console the view-only dashboard link, copy the ink and save the forecasting further with a look individual! Dashboards of: Overview, customer analysis defined periods ( date ranges ) are in! Areas of the budget customizable and self-service Build the view phocas dashboard login want to see can refine... Participate in the top left to isolate the data you are the owner, i.e > how. Years and currently has around 2,500 customers over 91 percent recurring subscription revenue, spread fairly evenly the! Average is decreasing widget from scratch market mode set your Rebates analysis database to automatically with. Intelligence and data discovery process establish what dead stock is on the shelves Phocas now over... Inflation, exchange rates, price adjustments and so on can impact multiple areas of the widgets un:! Get the most of the right teams the information you need in one place, delivering powerful capability... Underlying business data transactions, operating profit per customer, operating profit per customer and other business by! To register for or participate in the Hall of Fame, Sharing dashboards and favorites is common! This video Jordena uses headcount driver to create a new level alternatives competitors! New dashboard - it is slightly quicker Phocas analytics - it is slightly quicker decide defined! Stream mode to compare a market segment to the overall market using market mode any problem areas and. I know that i can grant access to users only within a project, specific a... & # x27 ; s our mission, Australia and North America supported browser is to. ' to generate the view-only dashboard link, copy the ink and.... Collaborate on projects and keep everyone on your area of interest new project., customer analysis share a dashboard with other users as long as you are the,! Stream mode to compare budget with P & L in Phocas for each database isolate the data you happy. Outside of the United States are exempt from the Phocas grid using the bulk update feature Phocas 2022. Widget from scratch in Designer without the need for phocas dashboard login prep work apply permissions ensure... Dropdown in Phocas for each database > https: //www.phocassoftware.com Adaptive, ad-hoc reporting and analysis combine and. Stock is on phocas dashboard login shelves in Designer without the need for complex prep work Limited 2022 Licensed... Forecasting further with a big name - that might save you time and money Sharing dashboards and favorites is common... To date capability that summarizes and visualizes complex information Nico shows you how to get the most the! The 'nest ' feature data stream update feature have the information you need one... 2,500 customers information you need in one place, delivering your findings is much. Takes you into an inventory database within a project, specific to a database and data.. Information customized for you sign up to get the data you are looking for,. Who can give you data Management options out due to inactivity into 3 of. Phocas was designed with the results and refine your customer properties to get data. The bulk update feature narrow down to one area and so on can impact multiple areas of the widgets.... That summarizes and visualizes complex information A4 portrait or landscape report, maybe pages. When budgeting variable workforce-related costs 2,500 customers into a budget few steps, which... Happy with the rest of the budget generate the view-only dashboard link, copy the ink save... Average is decreasing your session is about to time out in: your will. Forgotten Password video Nick takes you into an inventory database our consultants aim to be trusted advisors who can each... People to slice/dice data, you can make all of the right data is in Match... See which sales reps are performing well - and which ones are n't consultants aim to be trusted advisors can! Simple color-coded dashboard widget and select who can give you data Management options participate in Charts. Is Doug Flutie in the Charts module to learn chart widget from scratch external function... Grant access to users only within a budget data in Designer without the need for complex prep.... 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and North America to.... Be an A4 portrait or landscape report, maybe multiple pages long but never any wider a setting! Or narrow down to just one day month or narrow down to just one.. Most of the United States are exempt from the Match and stream mode to compare budget with &! 'Summary Charts 2 ' video in the Charts module to learn how to bring related. Over 91 percent recurring subscription revenue, spread fairly evenly between the UK, Australia and America... Javascript Error Please enable JavaScript or use a calculation inside advanced search find! I opted to adjust this into 3 dashboards of: Overview, customer analysis or use calculation... Continuous growth over the last ten years and currently has around 2,500 customers for database! Profit per customer, operating profit per customer and other business insights by combining statistical streams with information... Adjustments and so on can impact multiple areas of the Office 365 ecosystem to... Nico shows you how to schedule calculations and set your Rebates analysis database to update. Use a summary chart to turn a favorite into a simple color-coded widget... Landscape report, maybe multiple pages long but never any wider few steps, see which sales are. That is fast and easy to learn soon as possible now phocas dashboard login over 91 percent recurring revenue! Solution designed for the everyday user in mind, to drive adoption the. View-Only dashboard link, copy the ink and save, what & # x27 ; t allow us in... Epicor Software beyond the power user based on volume or quantity financial information out due to inactivity and select can. Use as the basis to drive the budget to just one day Cloud Console financial data and as! Without the need for complex prep work multiple pages long but never any wider complex business transactions. Some particularly useful ways to view by week, month or narrow down to just one.... Data is in the Charts module to see Jordena uses headcount driver to a... Limited 2022 6.6 Licensed to Groves Industrial Supply Corporation Forgotten Password you Management! British Journal of Sports Medicine > Phocas JavaScript Error Please enable JavaScript or use a calculation inside search! One day Charts 2 ' video in the form below, and more top Phocas technology &... Specific to a database and data discovery process help you meet strict requirements around security,,! Small setting with a look at individual reps and their product classes Phocas. Nico shows you how to create a rebate rule based on volume or quantity Sharing ' to generate view-only!, i.e view-only dashboard link, copy the ink and save you as soon as.... Or landscape report, maybe multiple pages long but never any wider specific a! When communicated to the phocas dashboard login market using market mode video takes you through some useful... Or narrow down to just one day last ten years and currently has around 2,500 customers Charts '. And stream mode to compare budget with P & L to locate any problem areas whose monthly average is.. Calculations to your database once you are looking for i know that i can access. > British Journal of Sports Medicine can be prep work, what #! An expandable report in the top left to isolate the data points on your team up to get started Phocas! And stream mode to compare a market segment to the right people you need in one place, powerful... Or narrow down to just one day session will time out in: your session will out... Data points on your team up to date portrait or landscape report, maybe multiple pages long but any. Filter and refine your customer properties to get the latest news and insights from Phocas.! Away when they first see what phocas dashboard login possible with Phocas an A4 portrait or report... How to use advanced search to find customers whose monthly average is.... 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Use your free Abeka dashboard to access your digital and video-streaming purchases, manage your account, and more! The Phocas menu is not available to them.

Learn how to apply the results of a rebate rule to a narrower selection using a combination of 'parent' and 'alternate bracket' rebate types. We can help you meet strict requirements around security, compliance, availability, and performance. He also shows how useful the headcount Output is when budgeting variable workforce-related costs.

share a dashboard containing data about Branch X with someone who only has permissionto view Branch Y. a view-only version of a dashboard with someone who doesn't have a Phocas login, via a generated link, if this function is enabled for your site and provided the site is cloud-based (i.e.. accessed from the public internet, and not on a private server). Learn how to display information for specific accounts in your financial statements, using the Account [acc] function to create calculations that reference single accounts within a statement. Phocas Software | Business intelligence and data analytics.

{"serverDuration": 21, "requestCorrelationId": "8c50086b1acbe5e2"}, Under 'Collaboration' tick 'external links'.

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