How To
Master Joiin with our How To Articles, offering quick, practical tips for using our financial consolidation reporting software. Simplify tasks, boost efficiency, and unlock advanced features in minutes.
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
There are two ways to organise your Chart of Accounts in Joiin, you can create a universal account mapping that applies to all reports, or you can create ma...
Mon, 17 Nov, 2025 at 10:56 AM
You can eliminate accounts (such as accounts containing inter-company transactions) through the Eliminations page, under settings. You can create group...
Mon, 23 Feb, 2026 at 3:11 PM
In some cases, intercompany transactions are stored in the same GL account as other regular transactions. For instance, Xero does not allow users to create ...
Mon, 23 Feb, 2026 at 3:10 PM
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
Joiin automatically imports Xero Tracking Category data from Xero so it's easy to get a consolidated breakdown by Category/Class/Location. NOTE: Xer...
Tue, 8 Jul, 2025 at 10:51 AM
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
You can change the display order of period columns in your reports. By default, columns are shown in chronological order (e.g., March, April, May), but y...
Fri, 13 Jun, 2025 at 11:27 AM
If you report by category (Xero), class, or location (QBO), you can now use Category Groups to merge and map your category options across entities. This wil...
Fri, 27 Jun, 2025 at 4:36 PM
The Non-Financial Data (NFD) feature in Joiin is a powerful tool for capturing, consolidating, and reporting on key business metrics alongside your financia...
Wed, 31 Dec, 2025 at 12:33 PM