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Company Settings

Company Settings

Manage your financial data, customise your Chart of Accounts, upload a logo, create new KPIs and more.

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7 articles in this collection
Written by Daniel Walls, James Erving, and James Lin

Step 1 - Update Data

Manage and update your financial data, budgets, and non-financial imports
Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Step 2: Company Profile

Changing a company name, setting default rates, and adding a company logo
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Written by Daniel Walls
Updated over a week ago

Step 3: Chart of Accounts

Classify, order, group, format and layout your chart of accounts in an individual company
James Lin avatar
Written by James Lin
Updated over a week ago

Step 4: KPIs

Select and create key metrics and KPIs to track within Fathom. Select from a range of default financial KPIs, or create your own custom KPIs
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Written by Daniel Walls
Updated over a week ago

Step 5: Targets

Gain useful insights into the performance of your Financial and Non-financial KPIs by setting targets.
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Written by Daniel Walls
Updated over a week ago

Step 6: Alerts

Stay on top of downward trends in the business by setting alert thresholds for your KPIs
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Written by Daniel Walls
Updated over a week ago

Manage User Access

Managing access to companies or groups for your Fathom organisation
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Written by James Erving
Updated over a week ago