Reports
IN THIS SECTION Overview Journals Drill Down Some things to note Further Note on Accounts Receivable and Payable Drilling Down Search by Text Filt...
Wed, 13 May, 2026 at 11:31 AM
IN THIS SECTION Overview How does it work Balancing Advice Switching the Balancing Indicator off Overview The Balancing Indicator works on the...
Fri, 22 Aug, 2025 at 2:16 PM
IN THIS SECTION Overview Consolidation Consolidation By Display Sort By Exchange Rates Report Display Hide zero value accounts Hide zero value g...
Fri, 1 May, 2026 at 7:09 AM
IN THIS SECTION Overview Searching for Transactions Searching and Filtering Results Show Credits as Negative Transaction Totals Searching for Journ...
Mon, 30 Mar, 2026 at 9:02 AM
Joiin automatically imports Xero Tracking Category data from Xero so it's easy to get a consolidated breakdown by Category/Class/Location. NOTE: Xer...
Tue, 8 Jul, 2025 at 10:51 AM
You can get a breakdown in your reports by Entity, as well as a Consolidated total by using Joiin's Compare By Company feature. To compare a repo...
Fri, 14 Jul, 2023 at 1:35 PM
To run a report that is broken down by month: 1. Choose your report type 2. Click the filters box found at the top of the report (See image below) ...
Fri, 31 Mar, 2023 at 3:54 PM
IN THIS SEC Overview Downloading to Excel Report Packs Excel Add-In Overview Joiin has a hard limit of the number of columns (Periods to Compa...
Fri, 24 Oct, 2025 at 8:50 AM
Joiin will import any data related to Classes in QuickBooks Online. This can then be applied to the P&L report in Joiin. To do so, please see the fo...
Fri, 5 Apr, 2024 at 1:56 PM
You can change the display order of period columns in your reports. By default, columns are shown in chronological order (e.g., March, April, May), but y...
Fri, 13 Jun, 2025 at 11:27 AM