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

How do I access a previous Fathom account?

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

Thresholds & Limits

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

Errors with Internet Explorer

Why am I consistently experiencing errors in the Analysis tools?
James Lin avatar
Written by James Lin
Updated over a week ago

How is Cash Tax Paid calculated?

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

Which Quickbooks user roles allow the import of data from QBO into Fathom?

Find out the QuickBooks user permissions that you need in order to successfully import your data from QuickBooks into Fathom.
James Lin avatar
Written by James Lin
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 Xero user roles allow the import of data into Fathom?

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

How does Fathom annualise KPI results?

Certain financial KPIs need to be annualised to show accurate results. Find out more about how this is done within Fathom.
James Lin avatar
Written by James Lin
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.
James Lin avatar
Written by James Lin
Updated over a week ago

How do I download the support log?

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

How is Total Operating Investment calculated?

Total Operating Investment is a key metric in the calculation of free cash flow. Find out more about how Fathom calculates TOI.
James Lin avatar
Written by James Lin
Updated over a week ago

How do I remove periods?

Removing prior, incomplete, or future periods from a company
James Lin avatar
Written by James Lin
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.
James Lin avatar
Written by James Lin
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
Daniel Walls avatar
Written by Daniel Walls
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.
James Lin avatar
Written by James Lin
Updated over a week ago

How is the variance calculated for a KPI?

An explanation of the logic used in Fathom when comparing values
Daniel Walls avatar
Written by Daniel Walls
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
James Lin avatar
Written by James Lin
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.
James Lin avatar
Written by James Lin
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.
James Lin avatar
Written by James Lin
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.
James Lin avatar
Written by James Lin
Updated over a week ago

Can I copy settings between companies and groups?

Easily copy KPIs, targets, alerts and chart of accounts layout between companies and consolidated groups
Daniel Walls avatar
Written by Daniel Walls
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.
James Lin avatar
Written by James Lin
Updated over a week ago

Can I swap from Cash basis to Accrual accounting?

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

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

Importing QBD or QBE files from a hosting provider or server
James Erving avatar
Written by James Erving
Updated over a week ago