FAQ | Fathom Help Centre

Fathom Advisor Certification - FAQs

A list of the most frequently asked questions pertaining to certification with Fathom and where to learn more.

Written by Shale Heidinger
Updated over a week ago

Troubleshooting & Understanding the Numbers

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

Troubleshooting differences in results between Fathom and Xero/QuickBooks/MYOB.

Written by Samantha McGanney
Updated over a week ago

Why is my company's balance sheet not in balance?

Reasons your company's balance sheet may not be balancing

Written by Calen Olesen
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

Written by Calen Olesen
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.

Written by Allanah Miller
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.

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.

Written by Calen Olesen
Updated over a week ago

Integrations & importing

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

Written by James Erving
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.

Written by Calen Olesen
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.

Written by Samantha McGanney
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.

Written by Samantha McGanney
Updated over a week ago

Changing Data Source

Is it possible to change the financial data source for a company within Fathom?

Written by Shivani Chheda
Updated over a week ago

Automatic updates

Why is my company not automatically updating?

Written by Shivani Chheda
Updated over a week ago

Xero HQ

Integrate Fathom with Xero HQ to receive timely updates

Written by Matthew Lowry
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.

Written by Daniel Walls
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

Written by Calen Olesen
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.

Written by James Lin
Updated over a week ago

Changing company start date to earlier

How do I upload prior periods for my company?

Written by Calen Olesen
Updated over a week ago

Data Management

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.

Written by James Lin
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.

Written by Samantha McGanney
Updated over a week ago

How do I remove periods?

Removing prior, incomplete, or future periods from a company

Written by Calen Olesen
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

Written by Calen Olesen
Updated over a week ago

Can I merge two companies in Fathom?

Combining historical and current data using a consolidated group

Written by Shivani Chheda
Updated over a week ago

Financial Statements

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

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

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

KPIs

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.

Written by Samantha McGanney
Updated over a week ago

List of Default Financial KPIs

A complete list of default financial ratios and metrics (KPIs) provided by Fathom

Written by Allanah Miller
Updated over a week ago

How is the variance calculated for a KPI?

An explanation of the logic used in Fathom when comparing values

Written by Samantha McGanney
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.

Written by Samantha McGanney
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.

Written by Calen Olesen
Updated over a week ago

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

Written by Calen Olesen
Updated over a week ago

KPI Glossary

Want to know more about a default KPI? View our complete guide to all default KPIs within Fathom.

Written by Allanah Miller
Updated over a week ago

Creating KPIs - Feature Guide

A guide to creating custom KPIs, including formulas and non-financial metrics.

Written by James Erving
Updated over a week ago