Q. How do I run reports for periods more than two years ago?
A. When you connect to a Xero or QuickBooks company, by default Joiin gets the financial data for the past two years. You can change this by changing the Import Start Date on the company. Go to the Companies page, click on the three-dot action menu at the top right of the company and select Configure. Change the Start Date in there and click Save. Repeat this for all companies you wish to run reports for. See this article for more information or our video guide.
Q. How is company report data consolidated?
A. Report data is consolidated in Joiin by default using a combination of the Account Type, Account Code and Account Name. So accounts from different companies with the same Type, Code and Name will be combined into a single account when viewed in a Joiin report. This can be changed if required via the Configuration page on the top right menu. You can change it to consolidate only by Type and Code or only by Type and Name. See this article for more information.
Q. Can I get a breakdown by entity as well as a consolidated total?
A. Yes. To see a breakdown by entity first select your desired report and complete the parameters from the drop-down menus, ensuring you have selected the companies you wish to compare. Next from the Compare drop-down menu select ‘by company,’ then press ‘Run.’ This will then provide you with a per company breakdown in columns, with a consolidated total in the final column. For more information on this see this article.
Q. What Exchange Rates do you use to do currency conversion?
A. We use exchange rates from the Open Exchange Rates service. This service provides current and historical exchange rates for most currencies. The rate used when you run a Joiin report will depend on the conversion type set in the Configuration which can vary between Profit & Loss and Balance Sheet accounts and can be Report Run Date, Month End or Monthly average. You can override default exchange rates and enter your own. For more information on this see the Exchange Rate help section.
Q. Can I download reports?
A. Yes. You can download reports in Excel format. Just click on the Download icon at the top right above the Run button to download. Please see our video on this here.
Q. How often is company data refreshed?
A. Company data is refreshed automatically in the background every 24 hours. You can invoke a manual refresh any time through the Companies page. Please see our video guide for further instruction.
Q. Are there any demo videos on how to use Joiin?
A. Yes, demo videos can be found in this section of our Help Centre.
Q. Does Joiin support Cash and Accrual accounting methods?
A. Currently, Joiin reports can only be run using the Accrual accounting method. We plan to support Cash accounting method for QuickBooks companies soon. Currently, we're not able to support the Cash method for Xero companies due to limitations in the data provided by Xero to add-ons like Joiin. We're working with Xero to improve this.
Q. Which browsers does Joiin work on?
Joiin works best with Chrome. There are a few known issues with other browsers such as Firefox, Safari, Edge and IE which we are working to resolve but would recommend using Chrome if at all possible.