User Guides

Balancing Indicator
IN THIS SECTION Overview How does it work Balancing Advice Switching the Balancing Indicator off Overview The Balancing Indicator works on the...
Wed, 4 Dec, 2024 at 8:51 AM
The Joiin Reports
IN THIS SECTION Key Financial Reports Trial Balance Balance Sheet Profit and Loss Cashflow KPI KPI's Explained Customising the KPI Report ...
Wed, 4 Dec, 2024 at 8:56 AM
Cashflow Report
IN THIS SECTION Overview  Report Sections FX Adjustments Principle of FX Adjustments

 A note on customising Indirect Method Overview  The Ca...
Fri, 6 Sep, 2024 at 7:13 AM
Custom Reports
IN THIS SECTION Overview Types of Custom Report To create a new Custom Report To view, edit, clone and run saved Custom Reports Automatically Added Ac...
Fri, 8 Nov, 2024 at 10:01 AM
Custom Report Formula Editor
IN THIS SECTION The Formula Editor Builder menu Search and select an Operand Select an Operator Add a number Deleting items Inserting items Keyboar...
Tue, 17 Oct, 2023 at 10:10 AM
Sales by Customer Report
IN THIS SECTION Overview Report Filters Other Report Options Sorting Viewing Invoices and Credit Notes FX Overview The Sales by Customer Rep...
Fri, 8 Nov, 2024 at 9:53 AM
A/R Ageing Report
IN THIS SECTION Overview Report Layouts Ageing by customer Charts Customer Info Ageing by company Charts Customer Info Ageing Details Repor...
Wed, 4 Dec, 2024 at 8:20 AM
A/P Ageing Report
IN THIS SECTION Overview Report Layouts Ageing by supplier Charts Supplier Info Ageing by company Charts Supplier Info Ageing Details Re...
Wed, 4 Dec, 2024 at 8:21 AM
Report Packs
IN THIS SECTION Overview Adding a Report to a Pack Running or Downloading a Report Pack Downloading PDF Downloading Excel Running in a Browser Pr...
Mon, 23 Sep, 2024 at 12:41 PM
Budgets
IN THIS SECTION Overview Joiin Budgets External Budgets Viewing Budgets Filtering Clearing Filters Column Sorting and Ordering Sorting Selecti...
Thu, 14 Nov, 2024 at 4:43 PM