User Guides
Explore Joiin's User Guides for step-by-step instructions on using our financial consolidation reporting software. From setup to advanced tips, streamline processes and create custom reports with ease.
IN THIS SECTION Overview Managing Dashboards To add a new dashboard To clone a dashboard To edit the name of a dashboard To change the elimination se...
Wed, 25 Jun, 2025 at 12:38 PM
IN THIS SECTION Running Reports Scrolling Tips Drilling Down Right Click and Keyboard Shortcuts Downloading to Excel Printing Reports Viewing Exc...
Wed, 25 Jun, 2025 at 9:48 AM
IN THIS SECTION Overview How does it work Balancing Advice Switching the Balancing Indicator off Overview The Balancing Indicator works on the...
Wed, 25 Jun, 2025 at 12:46 PM
IN THIS SECTION Key Financial Reports Trial Balance Balance Sheet Profit and Loss Cashflow KPI KPI's Explained Customising the KPI Report ...
Wed, 25 Jun, 2025 at 12:12 PM
IN THIS SECT Overview Report Sections FX Adjustments Principle of FX Adjustments
A note on customising Retained Earning Adjustment Indirect Met...
Wed, 25 Jun, 2025 at 1:09 PM
IN THIS SECTION Overview Types of Custom Report To create a new Custom Report To view, edit, clone and run saved Custom Reports Automatically Added Ac...
Wed, 25 Jun, 2025 at 11:53 AM
IN THIS SECTION The Formula Editor Builder menu Search and select an Operand Select an Operator Add a number Deleting items Inserting items Keyboar...
Wed, 25 Jun, 2025 at 12:04 PM
IN THIS SECTION Overview Report Filters Other Report Options Sorting Viewing Invoices and Credit Notes FX Overview The Sales by Customer Rep...
Fri, 8 Nov, 2024 at 9:53 AM
IN THIS SECTION Overview Report Filters Other Report Options Sorting Viewing Bills and Credit Notes FX Overview The Purchases by Supplier Repor...
Fri, 2 May, 2025 at 10:38 AM
IN THIS SECTION Overview Report Layouts Ageing by customer Charts Customer Info Ageing by company Charts Customer Info Ageing Details Repor...
Wed, 25 Jun, 2025 at 3:09 PM