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.
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...
Fri, 13 Jan, 2023 at 2:43 PM
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...
Fri, 3 Mar, 2023 at 3:52 PM
You can use Joiin Intelligence to enhance your financial reporting and analysis. It can provide overviews of financial reports, analyse trends, and identify...
Mon, 14 Apr, 2025 at 11:54 AM
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 Jan, 2025 at 10:09 AM
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
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
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
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
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
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