FAQ

Frequently asked questions

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28 articles in this collection
Written by Ethan Cooney, Daniel Walls, and Millicent Flynn

How is Cash Tax Paid calculated?

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

Can Fathom support all versions of Xero?

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Written by Ethan Cooney
Updated over a week ago

Which financial metrics (KPIs) are calculated by Fathom?

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Written by Ethan Cooney
Updated over a week ago

How is Operating Working Capital calculated?

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Written by Ethan Cooney
Updated over a week ago

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

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Written by Ethan Cooney
Updated over a week ago

Can I use Account Codes in a Budget import?

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Written by Ethan Cooney
Updated over a week ago

Which Xero user roles allow the import of data into Fathom?

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Written by Ethan Cooney
Updated over a week ago

Which desktop accounting systems does Fathom integrate with?

Integrations with Quickbooks and MYOB Desktop versions
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Written by Ethan Cooney
Updated over a week ago

How does Fathom annualize KPI results?

How Fathom annualizes financial KPIs
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Written by Ethan Cooney
Updated over a week ago

What is an 'aggregation type'?

Selecting aggregation type when creating a custom KPI
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Written by Ethan Cooney
Updated over a week ago

How do I download the support log?

Downloading the support log for the Fathom Desktop Connector
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Written by Ethan Cooney
Updated over a week ago

How do I remove periods?

Removing incomplete or future periods from a company
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Written by Ethan Cooney
Updated over a week ago

How is Total Operating Investment calculated?

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Written by Ethan Cooney
Updated over a week ago

Can I view a demo company?

Viewing sample analysis and reports in Fathom
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Written by Ethan Cooney
Updated over a week ago

What is the recommended workflow for creating reports?

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Written by Ethan Cooney
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
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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?
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Written by Ethan Cooney
Updated over a week ago

How is the variance calculated for a KPI?

An explanation of the logic used in Fathom when comparing values
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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
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Written by Millicent Flynn
Updated over a week ago

How can I track only non-financial KPIs in Fathom?

Create a new company using only non-financial data
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Written by Ethan Cooney
Updated over a week ago

Can I export a table to Excel?

Export financial statements or data tables to Excel
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Written by Millicent Flynn
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
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Written by Ethan Cooney
Updated over a week ago

Can I copy settings between companies?

Easily copy KPIs, targets, alerts and tags between companies
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Written by Ethan Cooney
Updated over a week ago

Can I import a budget for a standalone division?

Import a budget for your tracking categories, locations or categories
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Written by Ethan Cooney
Updated over a week ago

How do I delete a company?

Removing a company from Fathom
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Written by Ethan Cooney
Updated over a week ago

Can I merge two companies in Fathom?

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Written by Millicent Flynn
Updated over a week ago

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

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Written by Ethan Cooney
Updated over a week ago

Can I swap from Cash basis to Accrual accounting?

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Written by Ethan Cooney
Updated over a week ago