User Guides
IN THIS SECTION Overview Chart of Accounts List of Accounts Filtering List of Accounts Exporting Chart of Accounts Overview The chart of accou...
Thu, 18 May, 2023 at 4:43 PM
IN THIS SECTION Overview Managing Eliminations How to Eliminate Accounts Partial Eliminations Removing Eliminations Elimination Sets Downloading A...
Thu, 1 Aug, 2024 at 9:49 AM
IN THIS SECTION Overview Searching for Transactions Searching and Filtering Results Clearing Filters Paging Sorting Selecting and Changing Column Or...
Fri, 8 Nov, 2024 at 9:57 AM
TABLE OF CONTENTS Overview Joiin Account Types P & L Accounts Balance Sheet Accounts Automatic Account Mappings Using Joiin to tidy up your COA...
Thu, 14 Apr, 2022 at 12:04 PM
Multi-client is a feature tailored for accountants and advisers who need to manage multiple, distinct clients under one Joiin subscription. With Multi-Cl...
Mon, 14 Mar, 2022 at 9:45 AM
TABLE OF CONTENTS Overview Subscription Information Team Viewing Teammates Adding Teammates Deleting Teammates Clients Adding Clients Switching ...
Tue, 17 Aug, 2021 at 4:50 PM
The plan and billing section is where you can view details of and make changes to your Joiin subscription. Subscription Plan The top section shows the ...
Thu, 25 May, 2023 at 3:56 PM
Q. What does the Xero Integration do? Joiin pulls in account data from Xero which is uses to produce consolidated reports. It combines data from mul...
Sun, 8 Nov, 2020 at 6:22 AM
IN THIS SECTION Overview Some things to note Search by Text Filtering by Type Sorting Selecting and Changing Column Order Clearing Filters O...
Wed, 30 Oct, 2024 at 7:31 AM
We support direct connections with some Cloud versions of Sage in some regions. All other Sage versions are supported through our Manual Company Import feat...
Mon, 19 Aug, 2024 at 10:07 AM