Accessing Company Settings

From the 'My Companies' page, access your company settings by hovering your mouse over your company and clicking 'Settings'.

Step 1 - Update Data

The first step, 'Step 1 - Update Data' allows you to manage and update your financial, budget, and non-financial data for this company.

If your financials are sourced from a cloud-based system (Xero, Quickbooks Online or MYOB AccountRight Live), Fathom will automatically update your financial data every 24 hours. 

Importing Current Month Data

By default, Fathom will automatically update your data to the nearest completed month.

You can choose instead to allow Fathom to automatically update your data to include the current month's results.

To do so, click on 'edit' next to the text 'Financial results will be updated to the end of the most recently completed calendar month'.

You can also choose to manually update Fathom to the current (incomplete) monthly period to bring in month-to-date (MTD) results.

To do so, proceed to 'Step 1 - Update data' and click on 'Update from Xero/QBO/MYOB'. 

You will be able to select the current (incomplete) month. This may be hard to find - it is located above the previous month in the dropdown list.

Once you have updated Fathom to MTD results, tick the checkbox to allow Fathom to automatically draw in data for the rest of the month on a daily basis.

Removing financial periods

If required, you can delete previously imported financial periods. This is useful if you have imported results for incomplete periods, which may be distorting QTD or YTD analysis. Click 'Remove Periods' next to your financial date range.  

Note: Prior periods cannot be added back to Fathom once they have been removed. If you wish to add prior periods (before the current start date), you will be required to delete and re-import the company.

Removing a budget

If required, you can delete a previously imported budget. This is useful if you wish to replace this budget with another budget.

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