Joiin Help Centre

How To 49

• How to manage your Eliminations
• How to Eliminate a Part of the AR/AP Account (Partial Eliminations)
• How to get a breakdown by Xero Tracking Categories
• How to post Adjustments in Joiin
• How to change display order of period columns

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Training Videos 24

• 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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Getting Started 5

• Getting Started
• User Management
• Registration, Log in and Subscription
• Managing Account Name, Logo and Brand Colours
• Plan & Billing

Companies, Intergrations and Connectors 18

• Getting Started with Xero
• Getting Started with QuickBooks
• Getting started with Sage
• Sign Up with Xero
• Sign Up with QuickBooks

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Chart of Accounts and Category Mapping 3

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

Reports 17

• 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 9

• Formula Editor
• Layouts
• Custom Layouts - Auto-Include Rules
• Managing Charts
• Dashboards

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Budgets and Forecasts 5

• Budgets and Forecasts
• Creating a Budget Manually
• Chart of Accounts Mappings
• Chart of Accounts
• Category Grouping

Account, Users, and Billing 1

• Your Profile

Troubleshooting and FAQS 1

• FAQ

Policies 6

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

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Consolidation, FX, and Eliminations. 3

• Managing FX
• Company Adjustments
• Eliminations

For Accountants and Advisors 2

• Managing Team and Clients
• Multi-Client Explained