How To
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
Joiin automatically imports Xero Tracking Category and QuickBooks Class/Location data from Xero/QuickBooks so it's easy to get a consolidated breakdown ...
Thu, 1 Dec, 2022 at 2:02 PM
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...
Fri, 13 Jan, 2023 at 2:43 PM
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...
Mon, 20 Feb, 2023 at 3:53 PM
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 ...
Mon, 9 Jan, 2023 at 2:03 PM
You can eliminate accounts (such as accounts containing inter-company transactions) through the Eliminations page, under settings. For more information on C...
Tue, 1 Aug, 2023 at 9:14 AM
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/ ...
Mon, 9 Jan, 2023 at 2:10 PM
Uploading Forecast data First, you will need to upload your Forecasts if you haven't done so already. Select Budgets from the left menu. Choos...
Mon, 31 Jul, 2023 at 1:46 PM
Permissions In order to carry out the process of transferring/changing ownership of your Joiin account you will need to have the right permissions. On...
Thu, 25 May, 2023 at 4:07 PM
You get unlimited licenses on each Joiin plan, meaning you can invite as many of your colleagues and clients as you wish. To invite a new user, follow t...
Thu, 25 May, 2023 at 3:36 PM