FAQ

Frequently asked questions

Daniel Walls avatar James Erving avatar James Lin avatar +1
28 articles in this collection
Written by Daniel Walls, James Erving, James Lin and 1 other

How do I access a previous Fathom account?

How to access Fathom if you had a previous trial or subscription
James Erving avatar
Written by James Erving
Updated over a week ago

Thresholds & Limits

Hitting the limits in Fathom? Here are the thresholds we support for common entities and processes
Daniel Walls avatar
Written by Daniel Walls
Updated today

Errors with Internet Explorer

Why am I consistently experiencing errors in the Analysis tools?
James Lin avatar
Written by James Lin
Updated over a week ago

How is Cash Tax Paid calculated?

Formula for Cash Tax Paid
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

Can Fathom support all versions of Xero?

Unsure if your Xero region is compatible with Fathom? Understand the Xero versions and regions that Fathom works with.
Daniel Walls avatar
Written by Daniel Walls
Updated yesterday

How is Operating Working Capital calculated?

James Lin avatar
Written by James Lin
Updated over a week ago

Which Quickbooks user roles allow the import of data from QBO into Fathom?

James Lin avatar
Written by James Lin
Updated over a week ago

Can I use Account Codes in a Budget import?

James Lin avatar
Written by James Lin
Updated this week

Which Xero user roles allow the import of data into Fathom?

James Lin avatar
Written by James Lin
Updated over a week ago

Which desktop accounting systems does Fathom integrate with?

Integrations with Quickbooks and MYOB Desktop versions
James Lin avatar
Written by James Lin
Updated over a week ago

How does Fathom annualize KPI results?

How Fathom annualizes financial KPIs
James Lin avatar
Written by James Lin
Updated over a week ago

What is an 'aggregation type'?

Selecting aggregation type when creating a custom KPI
James Lin avatar
Written by James Lin
Updated over a week ago

How do I download the support log?

Downloading the support log for the Fathom Desktop Connector
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

How is Total Operating Investment calculated?

James Lin avatar
Written by James Lin
Updated over a week ago

How do I remove periods?

Removing prior, incomplete, or future periods from a company
James Lin avatar
Written by James Lin
Updated over a week ago

Can I view a demo company?

Viewing sample analysis and reports in Fathom
James Lin avatar
Written by James Lin
Updated over a week ago

What is the recommended workflow for creating reports?

James Lin avatar
Written by James Lin
Updated over a week ago

Why doesn't the Cash Flow tool match with my Statement of Cash Flows?

Explaining the difference between a statement of cash flows and the Fathom Cash Flow tool
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Can I transfer data to a new Fathom account?

Can I transfer a company to a new organisation?
James Lin avatar
Written by James Lin
Updated over a week ago

How is the variance calculated for a KPI?

An explanation of the logic used in Fathom when comparing values
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

How do I add a logo to my report?

Add your own organisations logo or clients logo to a report
James Lin avatar
Written by James Lin
Updated over a week ago

How can I track only non-financial KPIs in Fathom?

Create a new company using only non-financial data
James Lin avatar
Written by James Lin
Updated over a week ago

Can I export a table to Excel?

Export financial statements or data tables to Excel
James Lin avatar
Written by James Lin
Updated over a week ago

How can I change the ending month for a YTD report?

Specify the month-end for a quarterly or annual report
James Lin avatar
Written by James Lin
Updated over a week ago

Can I copy settings between companies and groups?

Easily copy KPIs, targets, alerts and chart of accounts layout between companies and consolidated groups
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

How do I delete a company?

Removing a company from Fathom
James Lin avatar
Written by James Lin
Updated yesterday

Can I swap from Cash basis to Accrual accounting?

James Lin avatar
Written by James Lin
Updated over a week ago

Can I import from QuickBooks Desktop (in a hosted or server environment)

Importing QBD or QBE files from a hosting provider or server
James Erving avatar
Written by James Erving
Updated over a week ago