Chart of Accounts and Financial Statements

Managing your Chart of Accounts and viewing Financial Statements within Fathom

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8 articles in this collection
Written by Daniel Walls, James Erving, James Lin and 1 other

Chart of Accounts

Account Classifications

The standard account mapping/classifications used in Fathom

Written by Daniel Walls
Updated over a week ago

Headings/Subheadings

Grouping accounts under headings/subheadings in Step 3 - Chart of Accounts

Written by James Lin
Updated over a week ago

Chart of Account Status Updates

Keep on top of changes in your accounting system by easily identifying the status of accounts in your Chart of Accounts.

Written by James Lin
Updated over a week ago

Copying Chart of Accounts layout between companies or groups

How to copy account classification, headings, order, and hierarchy between companies

Written by James Erving
Updated over a week ago

Financial Statements

Viewing your Financial Statements

An overview of where you can find your Profit and Loss, Balance Sheet, and Cash Flow Statement within Fathom

Written by Allanah Miller
Updated over a week ago

Profit and Loss Explained

A complete overview of the layouts, location, and methodology of the Profit and Loss within Fathom

Written by Allanah Miller
Updated over a week ago

Balance Sheet Explained

A complete overview of the layouts, location, and methodology of the Balance Sheet within Fathom

Written by Allanah Miller
Updated over a week ago

Statement of Cash Flows

The Cash Flow Statement helps show how changes in the Profit & Loss statement and Balance Sheet affect movements in cash.

Written by Allanah Miller
Updated over a week ago