Joiin Help Centre

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...

You can add sections of your report layouts to your dashboard, for guidance on this check out our Report Layout support article. How to create a KPI to ...

IN THIS SECTION Overview Types of Auto-Include Rules 1. Add based on Account Type 2. Add based on Account Name Matching 3. Add based on System Account...

IN THIS SECTION The Formula Editor Builder menu Search and select an Operand Select an Operator Add a number Deleting items Inserting items Keyboar...

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...

This article demonstrates how to remove specific accounts or groups of accounts from specific reports. For removing items relating to intercompany ...

Adding notes to your Joiin report packs allows you to provide context, explanations, or commentary directly within your reports and charts. This helps you t...

You can quickly update filters on any saved report to refine the data you see. Follow these steps to adjust your report filters in Saved Reports. A top ...

IN THIS SECTION Overview Saving and Favouriting Reports Editing Multiple Reports Dynamic Dates Editing Notes and Tips Contents Page for navigation Y...

A dynamic date is a setting you can apply to a report that keeps the report output relative to the current date.  As time passes, the report date updates a...