FAQ

Frequently asked questions

Daniel Walls avatar James Lin avatar Ethan Cooney avatar +2
28 articles in this collection
Written by Daniel Walls, James Lin, Ethan Cooney and 2 others

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?

Formula for Cash Tax Paid
Ethan Cooney avatar
Written by Ethan Cooney
Updated over a week ago

Can Fathom support all versions of Xero?

Daniel Walls avatar
Written by Daniel Walls
Updated over a week ago

Which financial metrics (KPIs) are calculated by Fathom?

Allanah Miller avatar
Written by Allanah Miller
Updated over a week ago

How is Operating Working Capital calculated?

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?

James Lin avatar
Written by James Lin
Updated over a week ago

Can I use Account Codes in 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?

James Lin avatar
Written by James Lin
Updated over a week ago

Which desktop accounting systems does Fathom integrate with?

Integrations with Quickbooks and MYOB Desktop versions
James Lin avatar
Written by James Lin
Updated over a week ago

How does Fathom annualize KPI results?

How Fathom annualizes financial KPIs
James Lin avatar
Written by James Lin
Updated over a week ago

What is an 'aggregation type'?

Selecting aggregation type when creating a 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 do I remove periods?

Removing incomplete or future periods from a company
James Lin avatar
Written by James Lin
Updated over a week ago

How is Total Operating Investment calculated?

James Lin avatar
Written by James Lin
Updated over a week ago

Can I view a demo company?

Viewing sample analysis and reports in Fathom
James Lin avatar
Written by James Lin
Updated over a week ago

What is the recommended workflow for creating 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?

Can I transfer a company to a new organisation?
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?

Create a new company using only non-financial data
James Lin avatar
Written by James Lin
Updated over a week ago

Can I export a table to Excel?

Export financial statements or data tables to Excel
James Lin avatar
Written by James Lin
Updated over a week ago

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

Specify the month-end for a quarterly or annual report
James Lin avatar
Written by James Lin
Updated over a week ago

Can I copy settings between companies?

Easily copy KPIs, targets, alerts and chart of accounts layout between companies
Daniel Walls avatar
Written by Daniel Walls
Updated today

How do I delete a company?

Removing a company from Fathom
James Lin avatar
Written by James Lin
Updated over a week ago

Can I swap from Cash basis to Accrual accounting?

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