How To
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
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
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
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
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