Within Joiin it is possible to set your ownership percentage/minority interest so that when reports are run within Joiin; your ownership share is reflected on your reports.
You can set it in two places, and which one applies depends on how you run the report.
Company level, set on the Companies page, applies when you report by company.
Group level, set on the Groups page, applies when you report by group, so the same company can be consolidated at a different percentage in each group it belongs to.
NOTE: ownership share and acquisition date are available on Pro and Max. On Core, ownership share cannot be set below 100%, and a new acquisition date cannot be set. Both fields appear disabled, with an upgrade message on hover. Values you have already saved continue to apply in your reports.
To set the ownership percentage, follow these steps:
1. Navigate to the companies page: click on the 3-dot menu next to the required entity
2. Select Configure.
This will then take you to the company confirmation page. At the bottom of the page, there is the Partial Ownership section.
3. Apply the percentage portion, e.g. 85%
4. Click on Update Ownership Share
This will save the settings and every time you run a report it will calculate the reports to the percentage stated for the entity.
Setting ownership share at group level
Select Companies from the left-hand menu and open the Groups tab.
Click the three-dot menu next to the group and select Edit.
Enter the percentage against each company in the group.
Click Save.
When you run a report by group, Joiin uses the percentages set against the companies in that group rather than the company level values.