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FAQs & System Requirements
FAQs & System Requirements
Have a question about using Fathom? Check out some of our frequently asked questions.
+6
39 articles in this collection
Written by
Daniel Walls,
David Watson,
James Erving
and 6 others
Fathom News
Fathom joins The Access Group
Learn more about what this acquisition means for Fathom customers
Written by
David Watson
Updated over a week ago
Fathom Advisor Certification
Fathom Advisor Certification
A list of the most frequently asked questions pertaining to certification with Fathom
Written by
Shale Heidinger
Updated over a week ago
NASBA National Registry Statement
Fathom HQ
Written by
Calen Olesen
Updated over a week ago
System Requirements
System requirements
Not sure whether your browser or device is supported by Fathom? View our technical requirements to log in and use Fathom successfully.
Written by
James Lin
Updated over a week ago
Thresholds & Limits
Hitting the limits in Fathom? Here are the thresholds we support for common entities and processes
Written by
Calen Olesen
Updated over a week ago
Supported currencies
Check if your organisation's currency can be used within Fathom from our complete list of supported currencies
Written by
James Lin
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, or 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
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 the equation that Fathom uses to calculate OWC.
Written by
Calen Olesen
Updated yesterday
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 import your data 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
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
How can I see a log of deleted companies and groups?
View a list of companies and groups that have been deleted from your account and who deleted them
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?
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
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
Daniel Walls
Updated over a week ago
How is the variance calculated?
How Fathom compares values and chooses the colors used to indicate a positive or negative variance
Written by
Luke Ryan
Updated today
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
Daniel Walls
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
Financial Statements
Balance Sheet Explained
A complete overview of the layouts, location, and methodology of the Balance Sheet within Fathom
Written by
Daniel Walls
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
Daniel Walls
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
Daniel Walls
Updated over a week ago