February 23, 2023
Get up to speed with the latest Fathom product news. Here’s a quick wrap-up of the features we’ve recently released.
Are you reporting for a non-profit or not-for-profit company and need to rename the Profit & Loss? Do you want to include the company name at the top of the Cash Flow Statement? Would you like to specify the date for the Balance Sheet?
We've added several new capabilities to financial statements, enabling you to create custom titles. These capabilities include:
If you add a company name to a title with placeholder text, the name will update when you share that report to another company in your Fathom organisation.
Using placeholder text to add a date to a financial statement title also ensures that the date will update if you schedule a report to be created for a future month, quarter, or year.
To take advantage of the new custom titles option, simply add a Financials table to your report. When you click the green ‘Pencil’ icon to edit the table, you’ll see the custom title options.
As part of our July 2022 product updates, we enabled Calendar YTD columns in reporting. The Calendar YTD option appears if you’re reporting for a company with a financial year that does not match the calendar year.
After releasing that update, we received requests for additional Calendar YTD reporting options. In response, we have added the following Calendar YTD variance columns:
You’ll find the Calendar YTD budget variance columns under the ‘Variance’ sections when adding a column to a Financials table. If you’re adding a column to a KPI table, you’ll find both the Calendar YTD budget and target variance columns under the ‘Variance’ sections.
Questions, comments or feedback? We'd love to hear from you. Get in touch by sending an email to support@fathomhq.com.
Calen is Fathom’s Product Education Manager. She is passionate about assisting people in empowering themselves and increasing their personal impact on the world through technology. Before Fathom, Calen worked in virtual reality and she holds a Bachelor of Arts in Sociology and Criminal Justice and a Master of Philosophy in Race, Ethnicity, & Conflict.
