User Guides

The Joiin Reports
IN THIS SECTION Key Financial Reports Trial Balance Balance Sheet Profit and Loss Cashflow KPI KPI's Explained Customising the KPI Report ...
Mon, 14 Aug, 2023 at 10:01 AM
Cashflow Report
IN THIS SECTION Overview  Report Sections FX Adjustments Indirect Method Overview  The Cashflow Report or Statement of Cashflow Report reports th...
Thu, 1 Feb, 2024 at 6:33 PM
Custom Reports
IN THIS SECTION Overview Types of Custom Report To create a new Custom Report To view, edit, duplicate and run saved Custom Reports Automatically Adde...
Mon, 25 Mar, 2024 at 9:55 AM
Custom Report Formula Editor
IN THIS SECTION The Formula Editor Builder menu Search and select an Operand Select an Operator Add a number Deleting items Inserting items Keyboar...
Tue, 17 Oct, 2023 at 10:10 AM
Sales by Customer Report
IN THIS SECTION Overview Report Filters Other Report Options Sorting Drilldown - Viewing Invoices and Credit Notes FX Overview The Sales by Cus...
Mon, 5 Sep, 2022 at 3:48 PM
A/R Ageing Report
IN THIS SECTION Overview Report Filters View by Company Top 10 Sorting Drilldown - Viewing Invoices and Customer Contact Info FX Overview Th...
Thu, 3 Nov, 2022 at 10:35 AM
A/P Ageing Report
IN THIS SECTION Overview Report Filters View by Company Top 10 Sorting Drilldown - Viewing Bills and Contact Info FX Overview The Accounts P...
Thu, 3 Nov, 2022 at 10:34 AM
Report Packs
IN THIS SECTION Overview Adding a Report to a Pack Running or Downloading a Report Pack Downloading PDF Downloading Excel Running in Browser Editing...
Tue, 29 Aug, 2023 at 4:20 PM
Budgets
IN THIS SECTION Overview Viewing Budgets Joiin Budgets External Budgets Reporting on Budget vs Actual This section contains information abou...
Tue, 20 Feb, 2024 at 11:34 AM
Creating a Budget Manually
IN THIS SECTION Overview Adding a Budget Manually Enter budget details Adding Data Entering Data manually Importing a data file Step 1 - Prepare the...
Wed, 22 Mar, 2023 at 9:52 AM