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.

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
How to switch between Debit Positive and Credit Positive
Each group of accounts in Joiin will contain a debit/credit switch that will allow you to decide whether a credit or a debit is considered a positive value....
Mon, 3 Jun, 2024 at 3:01 PM
How to sign in using Xero Single Sign On (SSO)
Joiin will provide the option for users to link their Xero account directly to Joiin, meaning you can log in using the Xero SSO method. To do so: 1....
Mon, 15 Apr, 2024 at 12:30 PM
How to remove Joiin from Xero
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...
Tue, 23 May, 2023 at 2:39 PM
How to change the order your companies' appear in your reports
The order in which your companies' appear in your reports will be dictated by the order in which your companies appear on the companies page.  To so...
Fri, 30 Aug, 2024 at 11:16 AM
How to Remove Pre-Acquisition Values from Reports
This article explains the process of amending acquired companies so that any values/figures from before the acquisition date are not included in reports. ...
Tue, 31 Dec, 2024 at 9:29 AM
How to install the Joiin Excel plug-in
These instructions will guide you through installing the beta version of the Joiin x Excel plug-in. As this is an early release, you may need to contact the...
Thu, 13 Feb, 2025 at 10:20 AM
Un-Map your Chart of Accounts *COA Suggestions
If you have followed the guide on how to How to re-map your Chart of Accounts, this guide will help you understand how you can unmap your Chart of Accounts....
Wed, 19 Mar, 2025 at 12:25 PM