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Copy Chart of Accounts layout between companies or groups

How to copy account classification, headings, order, and hierarchy between companies

Updated over 2 months 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.

When to copy the Chart of Accounts

You can use one company as a template to set the Chart of Accounts for a group or other companies. This allows you to save time setting up the Chart of Accounts for the other companies and groups in your Fathom organisation, especially if the companies or groups have similar setups or are in the same industry.

📝 Note: Copying the Settings will not copy the terminology for the company. You'll have to set the terminology for each company or group. You can change the default terminology for your Fathom organisation to apply the same terminology to newly imported companies or created groups.

How to copy CoA between companies

Master company: The company or group where the CoA layout is set and being copied from

Duplicate company: The company or group that is receiving the CoA layout from the Master company

  1. Set up the Chart of Accounts layout for one of the companies in your organisation. This will be the Master company.

    1. Setting up the Chart of Accounts can include: reclassifying accounts to display in different classifications (Expense, COS, etc.), reordering accounts, and creating custom headings.
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      📝 Note: For more details on customising the Chart of Accounts in Fathom, see: Chart of Accounts.
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  2. Go to the Settings for the Duplicate company
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  3. Go to 'Chart of Accounts'
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  4. Scroll to the bottom of the page and select ‘Copy settings from another company’
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  5. Check the 'Chart of Accounts layout' option
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  6. Select the Master company from the drop-down menu

    1. Use the search function to find the Master company within your organisation and select it.
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  7. Click 'Copy Settings'

📝 Note: When copying COA settings to a consolidated group, the account classifications in the group will never be changed by the Master company. This is because the account classifications in the consolidation must match the account classifications in that group's underlying companies.

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