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Change a company's start date to earlier
Change a company's start date to earlier

How do I upload prior periods for my company?

Updated over 3 weeks ago

Can I change the start date for a company?

For companies on a Portfolio plan...

Fathom, by default, will always import up to 36 months of historic data starting from the most recently completed calendar month, and this cannot be amended.

For companies on a Fathom Pro plan...

The initial company start date is imported into Fathom as an anchor point for all subsequent data.

You can change the company start date to include prior periods if the company is sourced from:

  • QuickBooks Online

  • Sage Business Cloud

  • Xero

You cannot change the company start date to earlier, without deleting and reimporting it, if the company is sourced from:

  • MYOB

  • QuickBooks Desktop

  • Excel

For all Fathom Pro companies, the start date can be changed to later by removing prior periods.

❗ Notice: If the company is sourced from MYOB, QuickBooks Desktop, Sage 50, or Excel and the company start date is changed to a later period, it cannot then be changed to the previous, earlier start date.

How to change a company's start date

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.

Xero, QuickBooks Online & Sage Business Cloud

To change to an earlier start date for companies sourced from Xero, QuickBooks Online, or Sage Business Cloud:

  1. Open Settings for the company
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  2. Go to the 'Update Data' section
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  3. Under Financials, click the Update button
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  4. Select an earlier start date from the drop-down menu
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  5. Select Update Data

MYOB, QuickBooks Desktop, Sage 50, and Excel

If you have a Fathom Pro company sourced from MYOB, QuickBooks Desktop, Sage 50, or Excel, to change the start date to earlier you must delete and re-import the company.

To make the transition as seamless as possible and retain many of the company’s Settings (KPIs, non-financial data, targets, custom templates, etc.) and reports, take the following steps:

  1. Download the Financial results (in the Fathom Excel import format) Excel report

    1. Go to Reports for the company

    2. Select Excel reports from the left sidebar

    3. Hover over the 'Financial results in Fathom import format' report and select the Cloud icon
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  2. If you have a budget, download the Budget (in the Fathom Excel import format) Excel report

    1. Go to Reports for the company

    2. Select Excel reports from the left sidebar

    3. Hover over the 'Budget (in the Fathom Excel import format)' report and select the Cloud icon
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  3. If you have imported non-financial data for the company,

    1. Go to the Reports for the company

    2. Select Excel Reports from the left sidebar

    3. Download the Non-financial KPI Results (in the Fathom Excel import format) report
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      💡Smart Tip: If you have imported non-financial data via a connected Google Sheet, you can simply connect that Google Sheet to the re-imported company.
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  4. Create a new Excel company with the Financial results Excel report downloaded during the first step in this process.
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    📝 Note: You must change the company name by at least 1 character from the existing company name prior to importing the duplicated company
    ​(ex: change 'Fathom' to 'FathomHQ' in cell B1 on the import file)
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  5. Copy over all settings (Chart of Accounts, KPIs, Targets, Alerts) from the original company to the new Excel company

    1. The Company Profile settings cannot be copied over, so after copying over the other settings, you'll want to:

      1. Ensure the terminology used in the new company matches the original company's

      2. Import the company's logo into the new company (if you have a logo)

      3. Ensure the Default Rates and currency selections in the new company match the original company
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  6. In Reports for the original company, copy over reports to the new Excel company.

    1. Hover over a draft or published report and select the Three dots icon

    2. Choose Save as template from the drop-down menu and save the report as a custom template

    3. Hover over the new custom template and select the Three dots icon

    4. Choose Copy to another company and copy the template to the new Excel company

    5. Do this for any existing custom templates as well
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  7. If you have a forecast, you'll need to re-build the forecast in the new company. For documentation of the original forecast, download the Forecast and Value Audit reports from the original company's Forecast Settings.
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  8. Make note of any Tags assigned to the Original Company. You'll want to assign these tags to the New Company.
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  9. Make note of the Threshold collection of the Original Company. You'll want to assign the New Company to the same collection.
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  10. Freely delete the original company and re-import it with the correct starting date
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  11. Copy over all settings from the Excel company to the re-imported company
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  12. Import budget results via the Excel template previously downloaded during the second step of this process
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  13. Import non-financial results via the Excel template previously downloaded during the third step of this process.
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  14. Copy all custom templates over to the re-imported company from the Excel company
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  15. Delete the Excel company

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