Reports

How to switch between cash and accrual accounting methods
Within Joiin, a company will either use an accrual or cash accounting method. By default Joiin will use accrual reporting, however, Xero/QuickBooks users ha...
Fri, 3 Mar, 2023 at 3:52 PM
How to download reports to Excel or PDF
You can download any report in Joiin to Excel, or print it and save it as a PDF, from the Export menu at the top right of the report. Report Packs have ...
Fri, 30 Oct, 2026 at 10:51 AM
How to use Joiin Intelligence (AI)
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
How to hide reporting currency symbol.
Please follow the below steps to hide your currency symbol in your reports. 1. Select the settings cog the top right hand corner of the page. 2. He...
Mon, 14 Jul, 2025 at 9:24 AM
How to run a transaction detail report
The Journals report gives you a transaction-level breakdown across your entities. You can filter by date, account, and company to drill into exactly what yo...
Wed, 21 Oct, 2026 at 4:06 PM