Joiin Help Centre

 You can get a breakdown in your reports by Entity, as well as a Consolidated total by using Joiin's Compare By Company feature.     To compare a rep...

Joiin automatically imports Xero Tracking Category and QuickBooks Class/Location data from Xero/QuickBooks so it's easy to get a consolidated breakdown...

When you connect to a Xero, QuickBooks or Sage company, by default Joiin pulls the data for the previous 3 and next 2 fiscal years. You can change th...

Within Joiin it is possible to set your ownership percentage/ minority interest so that when reports are run within Joiin; your ownership share is reflected...

You can remap your chart of accounts very easily within Joiin, to do this follow these steps. If you would prefer, you can watch a video showing you ...

You can eliminate accounts (such as accounts containing inter-company transactions) through the Chart of Accounts page. For more information on Charts of Ac...

It may be the case that you need to change the way Joiin handles some of your accounts, switching them between credits or debits being treated as positive/ ...

Uploading Forecast data First, you will need to upload your Forecasts if you haven't done so already. Select Budgets from the left menu. Choo...

Permissions   In order to carry out the process of transferring ownership you will need to have the right permissions. Only the current owner of the Joi...

For more information on creating custom reports check out our support document.  To create a nested group in your custom report: 1. First, create a cus...