FAQ

Have a question about using Fathom? Check out our comprehensive Frequently Asked Questions to find a quick answer.

Daniel Walls avatar James Erving avatar James Lin avatar +3
32 articles in this collection
Written by Daniel Walls, James Erving, James Lin and 3 others

FAQ: Why is my KPI calculating a null result?

An explanation why a Fathom default or custom KPI may be yielding a null result, or the ' - ' symbol
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

How do I access a previous Fathom account?

How to access Fathom if you had a previous trial or subscription
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

Thresholds & Limits

Hitting the limits in Fathom? Here are the thresholds we support for common entities and processes
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Why do the numbers in Fathom not match my source accounting system?

Troubleshooting differences in results between Fathom and Xero/QuickBooks/MYOB.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

Cash Flow Analysis Error

Cash flow analysis requires an opening balance sheet
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Changing company start date to earlier

How do I import prior periods for my company?
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Cash flow forecasting

Does Fathom support 3 way cash flow forecasting?
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Can Fathom support all versions of Xero?

Unsure if your Xero region is compatible with Fathom? Understand the Xero versions and regions that Fathom works with.
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

How is Cash Tax Paid calculated?

Unsure about what Cash Tax Paid is, and how Fathom calculates it? View the formula used in Fathom and the methodology for calculation.
Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

Can I use Account Codes in a Budget import?

Learn more about how Fathom recognises account names or account codes for a budget import.
James Lin avatar
Written by James Lin
Updated over a week ago

Which QuickBooks user roles can import data into Fathom?

Find out the QuickBooks user permissions that you need in order to successfully import your data from QuickBooks into Fathom.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

How is Operating Working Capital calculated?

Operating Working Capital is a key measure of liquidity within a business. Find out the exact formula that Fathom uses to calculate OWC.
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Which Xero user roles do you need to import data?

Find out the Xero user permissions that you need to successfully import your data from Xero into Fathom.
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Which desktop accounting systems does Fathom integrate with?

Unsure if your QuickBooks or MYOB Desktop version will integrate with Fathom? Discover the exact versions supported by Fathom.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

How does Fathom annualise KPI results?

Certain financial KPIs need to be annualised to show accurate results. Learn how this is done in Fathom, and how you can create your own.
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

What is an 'aggregation type'?

Learn the difference between the 3 different aggregation types when creating your own custom KPI.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

How do I download the support log?

Downloading the support log for the Fathom Desktop Connector
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

How is Total Invested Capital calculated?

Total Invested Capital, or Total Operating investment, is a key metric in the calculation of free cash flow.
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

How do I remove periods?

Removing prior, incomplete, or future periods from a company
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Can I view a demo company?

Want to test out or demonstrate Fathom using demo data? View a demo company within Fathom at any time.
James Lin avatar
Written by James Lin
Updated over a week ago

What is the recommended workflow for creating reports?

Unsure of the best way to create Fathom reports? View our recommended workflows to easily create, edit, and automate your Fathom reports.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

Why doesn't the Cash Flow tool match with my Statement of Cash Flows?

Explaining the difference between a statement of cash flows and the Fathom Cash Flow tool
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Can I transfer data to a new Fathom account?

Learn more about what to do if you wish to transfer any company files, reports, or settings across different Fathom accounts.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

How is the variance calculated for a KPI?

An explanation of the logic used in Fathom when comparing values
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

How do I add a logo to my report?

Add your own organisations logo or clients logo to a report
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

How can I track only non-financial KPIs in Fathom?

Want to use Fathom but don't have any financial data? Find out the best way to set up Fathom using only non-financial data.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

Can I export a table to Excel?

Learn how to export your data out of Fathom and into Excel. Export financial tables, KPIs, divisions, budgets, and more.
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

How can I change the ending month for a YTD report?

Find out how to select the month-end period for viewing quarter to date (QTD) and year to date (YTD) results.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

Can I copy settings between companies and groups?

Easily copy KPIs, targets, alerts and the chart of accounts layout between companies and consolidated groups
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

How do I delete a company?

Need to remove a company file from Fathom? Learn how to delete a company, consolidation, or benchmark group.
Ben Trammell avatar
Written by Ben Trammell
Updated over a week ago

Can I change between Cash and Accrual basis?

Check the exact requirements needed to be able to swap from cash to accrual basis accounting in Fathom
Calen Olesen avatar
Written by Calen Olesen
Updated over a week ago

Can I import from QuickBooks Desktop (in a hosted or server environment)

Importing QuickBooks Desktop or QuickBooks Enterprise files from a hosting provider or server
James Erving avatar
Written by James Erving
Updated over a week ago