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.
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
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
In some cases, intercompany transactions are stored in the same GL account as other regular transactions. For instance, Xero does not allow users to create ...
Thu, 2 Jan, 2025 at 10:34 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
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
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
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
If you report by category (Xero), class, or location (QBO), you can now use Category Groups to merge and map your category options across entities. This wil...
Mon, 14 Apr, 2025 at 4:26 PM