How To

How to get a breakdown by 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 r...
Tue, 16 Mar, 2021 at 7:01 PM
How to get a breakdown by Xero Tracking Category or QuickBooks Class
Joiin automatically imports Xero Tracking Category and QuickBooks Class data from Xero/QuickBooks so it's easy to get a consolidated breakdown by Categ...
Thu, 9 Sep, 2021 at 4:24 PM
How to change how far in the past (or future) you can run reports for
When you connect to a Xero, QuickBooks or Sage company, by default Joiin gets the financial data for the past two years. This allows for a rapid set up p...
Tue, 16 Mar, 2021 at 8:18 PM
How to re-map your Chart of Accounts
In this video we look at about how to re-map your Chart of Accounts within our Joiin reporting platform. Many of our customers have a non-standardised C...
Wed, 5 May, 2021 at 3:19 PM
How to manage your Eliminations
In this video we explain how to manage eliminations and inter-company transactions within Joiin.  Many multi-entity groups have inter-company accounts, ...
Wed, 5 May, 2021 at 3:20 PM
How to switch between Debit Positive and Credit Positive
In this video we look at how you can change your Joiin account items between credits being positive and debits being positive. In essence reclassifying y...
Wed, 5 May, 2021 at 3:18 PM