Setting up Fathom
Getting Started
- Before you get started
- Adding your logo to Fathom
- Inviting team members to join your Fathom account
- Users & Roles
- Managing what companies a user can access
- Managing what features a user can access
Importing Data
- Importing from Xero
- Importing from QuickBooks Online
- Importing from QuickBooks Desktop
- Importing from MYOB
- Importing from Excel
- Importing Tracking Category Data from Xero
Company Setup
- Step 1: Update Data
- Step 2: Company Profile
- Step 3: Tag Financials
- Step 4: Select KPIs
- Step 5: Set Targets
- Step 6: Set Alerts