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.
Joiin will automatically draw in any budgets that users save in QuickBooks and Xero. However, if required you can create a group budget or additional b...
Mon, 20 Jan, 2025 at 10:04 AM
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 ...
Sat, 12 Jul, 2025 at 12:38 PM
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...
Fri, 13 Jun, 2025 at 9:54 AM
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
NOTE: This article refers to Layouts which are only available in the latest version of Joiin. Layouts replace Custom Reports in the latest version - if y...
Fri, 27 Jun, 2025 at 4:47 PM