Importing Job and Category Data from MYOB
When importing from MYOB, you can optionally choose to also import data for selected jobs and categories.
Note: MYOB companies must be stored in MYOB AccountRight Live in order to import job and category data.
Select the company you wish to import data from, and select a period range for import > then click 'Import'
Select which job/category options you wish to include in your analysis and reports. You can select to import a maximum of 20 job/category options per company.
Click on ‘Confirm selection’ to start the import process.
(The import of data for each job or category option may take up to 1 minute - depending on the number of monthly periods to be imported).
While the import is occurring, you can proceed on with using Fathom. Click ‘Continue using Fathom’ to proceed. A notification will appear to let you know when the import is complete.
Updating Job and Category Data from MYOB
To update the financial results for a company and associated results for each job/category option, go to ‘Step 1 - Update Data’ of the company setup > Select the check box 'Update from MYOB'.
Importing Job Data for an Existing Company
To import job or category data for an existing company in Fathom, go to ‘Step 1 - Update Data’ of the company setup > then click on ‘Edit’ to select which division, departments or locations you wish to include in your analysis.
Some more information about job and category analysis for MYOB can be found in this step-by-step guide: Job and Category analysis for MYOB