Last Updated:

Importing a division as a separate entity

In Fathom, it is possible to analyse a single division (or department, location, region, profit centre etc...) as a standalone entity. This will allow you to create reports for this division, and also consolidate this division with other entities.

To do this, you will need to import a division as a separate entity.

Note: You can only import a single tracking category option for any company which you have previously imported into Fathom.

Go to 'Add a company', select either Xero, QuickBooks or MYOB, then select 'import a single tracking category option'.

Rather than importing a company and all selected divisions, only data for one selected division will be imported.

Then select an existing company which you have imported into Fathom, and select one division from that company. Click 'Import' to commence the import of data for this division. 

The selected division will now be visible in the 'My Companies' screen in Fathom.  

Please note that each class imported as a standalone company will have access to all of the analysis tools in Fathom, and is such treated as a separate entity for billing purposes. 

Can I import a budget for a standalone division? 
When importing from QuickBooks Online it is possible to also import a budget for the selected division.

When importing from Xero or MYOB, it is not possible to import, from the source accounting system, the associated budget for a division. As a workaround, you can add a budget for the division from Excel.

More information about importing a budget from Excel can be found here: Importing Budgets from Excel