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Getting Started with Divisions

Importing & using classes, locations, tracking categories, jobs, and cost centres in Fathom

Updated over a week ago


What are divisions?

Fathom allows you to import divisions to further analyse and report on the performance of different areas of your business.

Divisions refer to departments, job centres, cost centres, locations, etc., defined within your source accounting system. The terminology of these divisions differs for each source accounting system as follows:

  • Xero - tracking categories

  • QuickBooks - classes or locations

  • MYOB - jobs or cost centres

πŸ“ Note: Importing divisions from an Excel-based company into Fathom is not possible. You can import each division as its own company from Excel. To learn more about this option, reach out to our support team.

Using Divisions Workflow

Using and reporting on divisions in Fathom starts with importing divisional data from your source accounting system. Then, you can set up divisional KPIs, use divisions in the Analysis tools, and report on divisions.

To get the optimal performance out of Fathom, we suggest adding and setting up divisions in your company according to the following workflow:

πŸ’‘Pro Tip: If you're an Advisor or Admin-level user on a Fathom account, you can follow and complete the Divisions Checklist steps within Fathom. Launch the Divisions Checklist

πŸ’‘Pro Tip: The above video overviews the workflow for using divisions in Fathom. Please go to the corresponding article for detailed, step-by-step videos on each part of the workflow.

πŸ“ Note: It is possible to import divisional budgets for QuickBooks Online and Xero companies. For more detailed information, please see our Adding Budgets for Divisions article.

Advanced features for divisions

Several advanced features within Fathom require you to import your divisions as standalone entities within Fathom. This means that your divisions will be billable as separate entities.

Importing divisions as standalone entities will allow you to:

πŸ“ Note: Divisions can only be imported as standalone entities from Xero, QuickBooks Online, and MYOB AccountRight Live companies. Excel-based companies can also import divisions individually to bring in divisions and divisional budgets.

Next steps

To begin the 'Using Divisions in Fathom' workflow, import your class, location, tracking category, or job & cost centre data into Fathom. If you have already imported your divisional data into Fathom, begin setting up KPIs or performing divisional analysis.

Additional knowledge & common questions

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