How To

How to set minority interest/ ownership share
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
How to report on Forecasts
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 ...
Thu, 28 Mar, 2024 at 10:03 AM
How to create a category/class/location wise budget
Joiin takes in category/class/location data from Xero and QuickBooks automatically (as well as any budgets you have for the categories/ classes/ locations)....
Fri, 31 Mar, 2023 at 9:36 AM
How to apply spot rates (Fix historic exchange rates)
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...
Mon, 3 Jun, 2024 at 3:00 PM
How to connect Joiin to Google Sheets (via Zapier)
1. Go to Zapier (https://zapier.com/app/zaps)  2.  Go to Zapier and press ''+Create'' 3.  Select 'Joiin Reporting' ...
Thu, 27 Jul, 2023 at 4:35 PM
Adding a section of a custom report to the dashboard
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'...
Fri, 5 Jan, 2024 at 2:28 PM
How to manually add historical data to a Xero/QBO/Sage entity
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 ...
Tue, 19 Sep, 2023 at 12:16 PM
How to change budget variance favorability
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...
Fri, 22 Mar, 2024 at 4:00 PM
How to customise the Cashflow Report
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...
Tue, 28 Feb, 2023 at 1:42 PM
How to download reports to Excel or PDF
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...
Tue, 23 May, 2023 at 4:03 PM