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.
IN THIS SECTION Overview To invite a new user Company Groups To change user permissions To delete a user User Roles Access to Multiple Clients ...
Wed, 27 Nov, 2024 at 10:39 AM
IN THIS SECTION Overview Viewing Exchange Rates when Running Reports Viewing and Customising Exchange Rates Base Currency Customising Rates Adding Ac...
Thu, 23 Jan, 2025 at 8:18 AM
IN THIS SECTION Overview Consolidation Consolidation By Display Sort By Exchange Rates Report Display Hide zero value accounts Hide zero value g...
Wed, 23 Apr, 2025 at 1:04 PM
IN THIS SECTION Overview Chart of Accounts List of Accounts Filtering List of Accounts Mapping Chart of Accounts Restoring Restore All AI COA S...
Thu, 8 May, 2025 at 1:17 PM
IN THIS SECTION Overview Managing Eliminations How to create Elimination Groups Removing Eliminations Netting Adjustments How to Exclude Accounts Re...
Thu, 27 Mar, 2025 at 2:09 PM
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...
Tue, 4 Feb, 2025 at 8:20 PM
IN THIS SECTION Getting Started Categories Tab Category Groups Tab Viewing Consolidated Categories Category Options Company Categories Category ...
Tue, 8 Apr, 2025 at 3:31 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