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.

What is Unclassified Data in Fathom?

Fathom allows you to import divisions for your companies when using Xero, QuickBooks Online, or MYOB AccountRight Live.

Divisions are also known as:

When viewing results filtered by division for your entities, you may see data listed as 'Unclassified' or 'Other'. This represents any company data that has not been allocated to a division.

'Unclassified' data in Fathom is the difference between the data for the entire company and data summed from the imported divisions.

Unclassified data = Company total – Sum of divisional results

Example:

	Value
Company total imported into Fathom	500
Division A	200
Division B	100
Division C	100
Unclassified amount calculated by Fathom	100

In this example, Fathom will assign a value of '100' as an unclassified amount. The sum of division results and the 'unclassified' amount will equal the company's total results.

Unclassified Data for QuickBooks Desktop

Fathom does not recognise the parent class values separately from the child class values for QuickBooks Desktop companies. The child class values always roll up into the parent class.

If you import both parent and child classes from QuickBooks Desktop, the child classes are double-counted. Fathom adds the out-of-balance amount to Unclassified to ensure the company total is correct.

	QuickBooks Desktop	Fathom
Overall	400	400
Parent	100	400*
Child 1	100	100
Child 2	100	100
Child 3	100	100
Unclassified	0	-300**

If both the parent and child classes are imported into Fathom, then amounts will be double-counted, and the unclassified amount will not match the unclassified amount in QuickBooks Desktop.

We recommend just importing the child classes into Fathom. This will allow you to drill into the most detail when viewing your company data and ensure that the 'Unclassified' amount is correct.

You can also import only the parent classes into Fathom if you do not want to drill into the child class data or are trying to remain within the 20-class limit.

Unclassified budget data for Xero companies

In Xero, divisional or tracking category budgets are unrelated to the overall company budget. In Fathom, you can import an overall company budget or sum the divisional budgets to calculate the total company budget.

Use an overall company budget

Suppose you import an overall company budget along with the tracking category budgets. In that case, the difference between the overall company budget and the tracking category budgets will display as unclassified budget data in Fathom.

Unclassified budget = Overall budget - Sum of tracking category budgets

Example:

	Value
Overall Company Budget imported from Xero	500
Tracking Category A	200
Tracking Category B	200
Tracking Category C	50
Unclassified amount calculated by Fathom	50

💡Smart Tip: You can import up to two types of tracking categories into Fathom. Fathom will sum the tracking categories for one type at a time to calculate the unclassified budget. For example, suppose you have imported 'Region' and 'Product' as types of tracking categories. When viewing the results for 'Region', Fathom will sum the Region budgets to calculate the unclassified amount.

Sum the tracking category budgets

If you want to avoid importing an overall company budget, you can have Fathom calculate the total company budget as the sum of the tracking category budgets.

If you are summing the tracking category budgets to calculate the total, you may have budget data that you do not want to be allocated to a specific tracking category. You can create an 'Unclassified' budget in Xero for these unallocated amounts and import this budget into Fathom along with the divisional budgets.

The unclassified budget data displayed in Fathom will be imported from the chosen 'Unclassified' budget.

Example:

	Value
Overall Company Budget calculated by Fathom	500
Tracking Category A	200
Tracking Category B	100
Tracking Category C	100
Unclassified budget imported from Xero	100

Why is there an Other column?

There are two main reasons an 'Other' column will appear in your reports:

You have adjustments for the period
You have not included all the data in the table

If you have created adjustments in Fathom, those adjustments will appear in an 'Other' column in your financials tables. You can check for adjustments in 'Update Data' in the company's Settings.

If you report on divisions, the 'Other' column will appear if you have not included all divisions in the table.

Example: You imported data for divisions A, B, and C into Fathom. You added a Financials by Division table to your report and have edited the table to display the financial data for Division A and Division B. The 'Other' column will contain the financial data for Division C.

💡Smart Tip: If you have unclassified data, that will also be displayed in the 'Other' column along with any adjustments or divisions not included in the table.

Remove the Other column

In a Financials by Division table, you can remove the 'Other' column from the table by:

Hovering over the table in the report and clicking the green 'Pencil' icon
In the Properties menu, go to 'Columns'
Uncheck the 'Show other class' option to remove the 'Other' column

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