Joiin Help Centre

Getting Started 5

• Getting Started
• Registration, Log in and Subscription
• User Management
• Plan & Billing
• Sales, demo and set up FAQs for your Joiin subscription

Companies, Integrations and Connectors 33

• Getting Started with Xero
• Getting Started with QuickBooks
• Getting started with Sage
• Getting started with Pennylane
• Getting started with Puzzle

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Chart of Accounts and Category Mapping 6

• Chart of Accounts
• How to re-map your Chart of Accounts
• Un-Map your Chart of Accounts *COA Suggestions
• Chart of Accounts Mappings
• How to create consolidated categories or classes in Joiin

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Reports 25

• The Joiin Reports
• Running Reports
• Cashflow Report
• Accounts Receivable (A/R) Ageing Report
• Accounts Payable (A/P) Ageing Report

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Layouts, Packs & Dashboards 21

• Dashboards
• Layouts
• KPI Library
• Report Packs
• Building Report Packs

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Consolidation, FX, and Eliminations. 12

• Managing FX
• Eliminations
• How to manage your Eliminations
• Company Adjustments
• How to Eliminate a Part of the AR/AP Account (Partial Eliminations)

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Budgets and Forecasts 8

• Budgets
• Creating a Budget Manually
• Forecasting
• How to create a Forecast
• How to create a category/class/location wise budget

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Account, Users, and Billing 9

• Your Profile
• How to Invite new users to Joiin
• How to transfer ownership
• How to find invoices for my Joiin subscription
• How to add a new user to a specific group of companies.

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Policies 7

• Terms of Use
• Privacy Policy
• Security
• Data Processing Addendum
• AI Policy

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For Accountants and Advisors 4

• Managing Team and Clients
• Multi-Client Explained
• How to copy Layouts across clients
• Switching an invited user to a teammate

Troubleshooting and FAQS 3

• FAQ
• Xero Integration FAQ
• Sage - Supported Versions and Regions

Training Videos 23

• Quick Overview of Joiin
• Using Layouts to customise your reports
• Managing report packs
• Creating non financial KPIs in Joiin
• CSV Company upload

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