Fathom

Company Settings

Upload & update your budget data into Fathom from Xero

Import a Budget from Xero

Upload & update your budget data in Fathom from QuickBooks Online

Import a Budget from QuickBooks Online

Upload & update your budget data into Fathom from MYOB AccountRight Live

Import a Budget from MYOB AccountRight Live

Upload & update your budget data in Fathom via Excel

Import your Budget from Excel

Import your external budget from Xero, QuickBooks, MYOB or Excel

Import & Use Budgets in Fathom

Import a budget

Update Accounts Receivable & Accounts Payable data in Fathom

Import AR and AP Data

Import AR / AP Data

Change a company name, set default rates, and add a company logo

Company Profile

Customise the Company Settings

Classify, order, group, format and layout your CoA in an individual company

Chart of Accounts

The standard account mapping or classifications used in Fathom

Account Classifications

Grouping accounts under headings/subheadings in 'Chart of Accounts'

Headings & Subheadings

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

Copy Chart of Accounts layout between companies or groups

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

Chart of Account Status Updates

Select default and create custom key metrics or KPIs (Key Performance Indicators) for your Fathom Pro company

KPIs

Import non-financial, operational, CRM, or other data into Fathom for analysis and reporting

Non financial KPIs

Gain visibility into the performance of key accounts in your Chart of Accounts by turning them into Account Watch KPIs.

Account Watch KPIs

KPI Library allows you to share KPIs between companies on your account and organise your KPIs

KPI Library

Common questions asked about Fathom’s integration with Google Sheets

Google Sheets FAQs

Transfer KPI results input manually or imported from Excel to Google Sheets or consolidate KPIs from multiple Google Sheets into one

Create a Master Google Sheet

Identify which KPIs are imported from Excel or Google Sheets

How can I tell which non financial KPIs come from where?

Unable to connect to Google Sheets to Fathom or having trouble updating non-financial data?

Troubleshoot a Google Sheets Connection

How to update non-financial data in Fathom and turn on or off automatic updates

Update Non Financial KPI Results

Set targets to compare your metrics and KPIs against

Targets

Gain useful insights into the performance of your Non-Financial KPIs for your individual entities or consolidated groups by setting targets

Non financial KPI targets

Stay on top of downward trends in the business by setting alert thresholds for your KPIs

Alerts

Targets & Alerts

Adjust your source system figures for their most accurate representation.

Adjustments in Fathom

Manage and update your company’s financial data

Update your financial data in Fathom

Update your company's date range and financial year in Fathom

Manage date ranges and your financial year

Company Settings FAQs

Guides

Videos

Resource Centre

Find answers and get help from Intercom Support and Community Experts

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