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How do I remove periods?

Remove prior, incomplete, or future periods from a company

Updated over a month ago

This feature is included with Fathom Pro - the plan with access to all of Fathom's features. Companies on Portfolio can be upgraded to Fathom Pro at any time.

Remove periods

To remove financial periods, go to Update Data in your company's Settings. Within 'Financials', there is a link called 'remove periods'. Here, you can remove the prior, incomplete, or future periods from your company.

❗ Notice: When removing prior periods for Excel, MYOB, or QuickBooks Desktop sourced companies, you will not be able to add the periods back once they are deleted. You will need to delete and re-import the company to add these periods back at a later time.

View YTD periods 

You can also remove periods to see YTD results for a specific period. For example, if you remove July to December 2018, your YTD results should display as expected (to June).

At any time in the future, you can then update and re-import results for these periods, when they are ready for analysis. 

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