Joiin Help Centre

1. Go to Zapier (https://zapier.com/app/zaps)  2.  Go to Zapier and press ''+Create'' 3.  Select 'Joiin Reporting' ...

You can add sections of your custom reports to your dashboard, for guidance on this check out our custom reports support article. To add custom KPI'...

To download your reports as an Excel file in Joiin, follow these steps: 1. Run the report or go to the report pack menu you want to download. 2. Onc...

In some cases, a user will have a company that has recently been moved across to Xero/QBO/Sage. As such, this user will only have recent financial data for ...

When comparing actuals against a budget in Joiin, a budget variance and variance % will be added to the report. The budget variances will be displayed as ei...

There is sometimes a scenario where you cannot connect your Xero company to Joiin (it is greyed out on the company selector)  because it is already connecte...

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/ ...

You can eliminate accounts (such as accounts containing inter-company transactions) through the Eliminations page, under settings. For more information on C...

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...

In Joiin, spot rates can be created in order to set historical exchange rates for certain accounts. A common use case for spot rates would be for the retain...