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
The COA Suggestion feature helps map and group accounts together so that multiple accounts appear under a single name in all reports. This is useful for: ...
Mon, 17 Feb, 2025 at 3:14 PM
You can eliminate accounts (such as accounts containing inter-company transactions) through the Eliminations page, under settings. For more information on C...
Wed, 18 Sep, 2024 at 5:13 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
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
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...
Thu, 2 Jan, 2025 at 10:30 AM