User Guides

Explore Joiin's User Guides for step-by-step instructions on using our financial consolidation reporting software. From setup to advanced tips, streamline processes and create custom reports with ease.

Dashboard
IN THIS SECTION Overview Managing Dashboards To add a new dashboard To clone a dashboard To edit the name of a dashboard To change the elimination se...
Wed, 9 Oct, 2024 at 12:42 PM
Running Reports
IN THIS SECTION Running Reports Scrolling Tips Drilling Down Right Click and Keyboard Shortcuts Downloading to Excel Printing Reports Viewing Exchan...
Thu, 27 Mar, 2025 at 3:53 PM
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
Accounts Receivable (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...
Fri, 10 Jan, 2025 at 11:21 AM
Accounts Payable (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...
Fri, 10 Jan, 2025 at 11:31 AM