Joiin Help Centre

If you would like to find old invoices for your Joiin subscription follow these steps.  To find invoices for your Joiin subscription: 1. Go to the P...

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...

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...

Joiin will draw in any budgets that users have saved in QuickBooks and Xero automatically.  However, if required you can create a group budget or additi...

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...

Within Joiin, a company will either use an accrual or cash accounting method. By default Joiin will use accrual reporting, however, Xero/QuickBooks users ha...

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...

You can present forecasted data that you have prepared elsewhere on your Joiin reports, if these are created in Xero or QBO they will be brought into Joiin ...

Joiin takes in category/class/location data from Xero and QuickBooks automatically (as well as any budgets you have for the categories/ classes/ locations)....

Joiin provides a standard Cashflow report which is based on the Indirect method and starts with Net Income. You can customise the standard Cashflow Report i...