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Getting Started with Divisions
Getting Started with Divisions

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

Updated over a week ago

Contents

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 categories

📝 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:

💡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

💡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.

  1. If you have yet to import divisional data into Fathom as part of your initial company import, you'll need to import your divisions into Fathom.

    1. Importing Tracking Category Data from Xero

    2. Importing Class & Location Data from QuickBooks Online

    3. Importing Class Data from QuickBooks Desktop

    4. Importing Job and Category Data from MYOB
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  2. Create divisional KPIs for additional analysis
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  3. Analyse divisional performance with the Breakdown and Financials tools
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  4. Add divisional data to reports

📝 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:

📝 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 & category data into Fathom. If you have already imported your divisional data into Fathom, begin setting up KPIs or performing divisional analysis.

What you want to do:

Where to go next:

Import your divisional data into Fathom

Import Tracking Categories from Xero
Import Classes from QuickBooks Online
Import Classes from QuickBooks Desktop
Import Jobs & Categories from MYOB AccountRight Live

Import budgets for divisions

Adding Budgets for Divisions

Set up divisional KPIs

Using Divisions in KPIs

Perform divisional analysis

Using Divisions in the Analysis Tools

Report on your divisions

Reporting on Divisions

Additional knowledge & common questions

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