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Importing divisional data
Importing Job & Category Data from MYOB AccountRight Live
Importing Job & Category Data from MYOB AccountRight Live

Uploading & updating your jobs & categories from MYOB AccountRight Live

Updated over a week ago


Using Job & Category Data in Fathom

If you're using jobs & categories in MYOB AccountRight Live, you’ll be able to bring in the job and category data into Fathom for divisional analysis and reporting. This will help you to further filter your results to gain more detailed insights from your jobs and categories.

You can import up to 20 jobs & categories into Fathom for a single company when importing from MYOB AccountRight Live.

Notice: MYOB companies must be stored in MYOB AccountRight Live in order to import job and category data.

Importing Jobs & Categories from MYOB

To import the job & category data for a company:

  1. Go to 'Step 1 - Update data' in the company’s Settings

  2. Select the 'edit' button next to the 'Tracking' heading.

  3. Then, select which jobs & categories you wish to import for analysis and reporting. You can choose a maximum of 20 jobs and categories per company.

  4. After selecting the jobs and categories for import, click on ‘Confirm selection’, then 'Import' to start the import process.

    Notice: Fathom will always import the company totals. Therefore, if you do not import all of the jobs & categories for a company, this will result in some ‘Unclassified Data’.

  5. While the import is occurring, you can keep using Fathom - simply click ‘Continue using Fathom’ to proceed. You will then be notified when the import is complete.

    📝 Note: The import of data for each job or category may take up to 1 minute, depending on the number of monthly periods to be imported.

💡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

Congratulations on importing your divisional data! To continue onto the next steps in setting up your company, click the button below.

What is ‘Unclassified’ data?

'Unclassified data' in Fathom represents the difference between the data for the entire company, and data that has been assigned to your jobs & categories. You may have unclassified data in Fathom if there is data in your financials that has not been attributed to a job or category or if you have not imported all of a company’s jobs & categories.

Learn more about unclassified data and how the amount is calculated in our ‘Unclassified Data’ article.

Updating your job & category data

You are able to update the job and category data that is being imported to ensure that any changes made in MYOB are reflected in Fathom.

To update the job and category data:

  1. Go to 'Step 1 - Update Data' of the company’s Settings

  2. In the ‘Financials’ section, click 'Update from MYOB'.

💡Pro Tip: You can also select the checkbox to 'Automatically update every day'. This will automatically update Fathom from MYOB on a daily basis.

Change the jobs & categories being imported

If you need to change the jobs and categories being imported into Fathom from MYOB AccountRight Live, then:

  1. Go to 'Step 1 - Update Data' of the company’s Settings

  2. Select ‘edit’ next to the ‘Tracking’ option.

  3. From the menu that opens, select the jobs and categories to be imported into Fathom.

  4. Click ‘Confirm Selection’

  5. Select ‘Update’

Next Steps

Congratulations on adding your job and category data to Fathom! Finish the 'Getting Started Workflow' by setting up your company for analysis, reporting, and forecasting.

What you want to do:

Next step in process:

Want to switch out the budget that was automatically imported or import a budget from Excel?

Happy with your budget and ready to begin setting up your Company Profile?

Completing the 'Using Divisions Workflow'? Choose from the options below:

What you want to do:

Where to go next:

Set up divisional KPIs

Perform divisional analysis

Report on your divisions

💡Pro Tip: We recommend completing the company setup if you’re setting up the company in Fathom for the first time before diving further into using divisional data in Fathom.

Additional knowledge & common questions:

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