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.
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
NOTE: This article refers to Layouts which are only available in the latest version of Joiin. Layouts replace Custom Reports in the latest version - i...
Fri, 27 Jun, 2025 at 4:41 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 - i...
Fri, 27 Jun, 2025 at 4:40 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
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 4:34 PM
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
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
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
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
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