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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.

Example:

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.

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.

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.

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.

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.

Example:

💡Pro 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.

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:

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

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 'Step 1 – Update Data' of the company's Settings.

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

💡Pro 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.

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

Additional knowledge & common questions