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 Consolidation Consolidation By Display Sort By Exchange Rates Report Display Hide zero value accounts Hide zero value g...
Fri, 19 Sep, 2025 at 12:02 PM
IN THIS SECTION Overview Chart of Accounts List of Accounts Filtering List of Accounts Managing and Editing Chart of Accounts Grouping Accounts Re...
Mon, 16 Mar, 2026 at 9:23 AM
IN THIS SECTION Overview Types of Elimination Exclusion Eliminate by Account Eliminate by Contact (AR/AP, Sales & Purchasing Reports) Eliminate b...
Mon, 16 Mar, 2026 at 8:22 AM
See the Search Journals and Transactions article for information on searching transactions.
Mon, 16 Mar, 2026 at 10:42 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 ...
Wed, 17 Dec, 2025 at 7:19 AM
Multi-client is a feature tailored for accountants and advisers who need to manage multiple, distinct clients under one Joiin subscription. With Multi-Cl...
Wed, 25 Jun, 2025 at 12:38 PM
TABLE OF CONTENTS Overview Subscription Information Team Viewing Teammates Adding Teammates Deleting Teammates Clients Adding Clients Switching ...
Fri, 22 Aug, 2025 at 2:35 PM
IN THIS SECTION Subscription Plan Updating Payment Card Invoices Changing Subscription Name (Multi-Client) Changing the Subscription Owner Tax Reside...
Mon, 12 Jan, 2026 at 11:25 AM
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