Classes, Locations, & Tracking Categories

Also known as Jobs & Categories in MYOB, in Fathom these are all referred to as Divisions

11 articles in this collection
Written by Daniel Walls, James Lin, and Pamela Salunga

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Getting started with Divisions

Importing & using classes, locations, tracking categories, jobs, and categories in Fathom

Written by James Lin
Updated over a week ago

Divisional KPIs, Analysis, & Reporting

Using Divisions in KPIs

Create custom KPIs to track the performance of your tracking categories, classes, locations, jobs, or departments

Written by James Lin
Updated over a week ago

Using Divisions in the Analysis tools

Analyze the performance of your tracking categories, classes, locations, jobs, and departments in the Analysis tools

Written by James Lin
Updated over a week ago

Using Divisions in Reports

Filter charts, graphs, and tables in reports by tracking category, class, location, job, and department

Written by James Lin
Updated over a week ago

Divisional Budgets

Importing a division as a standalone entity

Analyse, forecast, and compare classes, locations, & tracking categories to the parent company

Written by Daniel Walls
Updated over a week ago

Adding Budgets for Divisions

Import budgets for classes, locations, tracking categories, or jobs & categories

Written by James Lin
Updated over a week ago

Grouping Divisions

Consolidating Divisions

Consolidate tracking categories, classes, locations, jobs, or categories from multiple companies in a Fathom account

Written by James Lin
Updated over a week ago

Benchmarking Divisions

Comparing divisions in a company using Fathom’s Benchmarking tools

Written by James Lin
Updated over a week ago

Additional Knowledge & FAQs

Unclassified Data

Learn more about 'unclassified' data when importing your divisions into Fathom

Written by James Lin
Updated over a week ago

Division Summary

Side by side tracking categories, classes, jobs, or departments for your financial statements

Written by Pamela Salunga
Updated over a week ago

Division Analysis - Feature Guides

In-depth guides for importing and using your Xero tracking categories, QuickBooks classes/locations, and MYOB jobs/categories

Written by James Lin
Updated over a week ago