How To

How to get a breakdown by company/ entity
 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 repo...
Fri, 14 Jul, 2023 at 1:35 PM
How to manage your Eliminations
You can eliminate accounts (such as accounts containing inter-company transactions) through the Eliminations page, under settings. For more information on C...
Mon, 3 Jun, 2024 at 3:01 PM
How to run a report broken down by month
To run a report that is broken down by month: 1. Choose your report type 2. Click the filters box found at the top of the report (See image below) ...
Fri, 31 Mar, 2023 at 3:54 PM
How to post Adjustments in Joiin
This article will show you how to use the adjustment feature to post adjustments to specific accounts, in order to partially eliminate accounts (if an accou...
Mon, 3 Jun, 2024 at 3:01 PM
How to post FX Adjustments in Joiin
It may be the case that your eliminated accounts do not balance due to variations between your exchange rates, this is expected in multi-currency consolidat...
Wed, 24 Apr, 2024 at 5:38 PM
How to create a manual company in Joiin (Excel/CSV)
You can upload data from any accounting software or Excel using the Manual company upload. You can upload your data in either Single Column YTD Trial Balanc...
Fri, 15 Mar, 2024 at 5:36 PM
How to get a breakdown by Xero Tracking Categories
Joiin automatically imports Xero Tracking Category data from Xero so it's easy to get a consolidated breakdown by Category/Class/Location. To do thi...
Fri, 31 May, 2024 at 5:05 PM
How to post Group Level Adjustments in Joiin
It may be the case that you need to post an adjustment at the group level for consolidation purposes, this can be done within Joiin.  To do so, you will...
Wed, 24 Apr, 2024 at 5:33 PM
How to create a nested group
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...
Fri, 3 Mar, 2023 at 3:49 PM
How to add a QuickBooks/Xero/Sage company to Joiin
To add a Xero/QuickBooks/Sage company to Joiin: 1. Go to the companies page, using the left side toolbar to navigate 2. Click the Add company button...
Fri, 31 Mar, 2023 at 3:50 PM