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 Adding a Budget Manually Enter budget details Adding Data Entering Data manually Auto Fill Importing a data file Step 1 ...
Tue, 7 Jan, 2025 at 9:55 AM
IN THIS SECTION Overview Changing your password Two Step Authentication Enabling Two Step Authentication Using Text Message Using an Authenticator Ap...
Thu, 30 Mar, 2023 at 8:14 AM
IN THIS SECTION Overview Viewing Companies Sorting Companies Custom Order Sorting Alphabetically Adding a Company Connected Company Settings Co...
Tue, 30 Apr, 2024 at 11:14 AM
IN THIS SECTION Overview Adding a group Editing a group Deleting a group Overview Groups are a means of organising your companies to make it e...
Thu, 13 Jul, 2023 at 4:22 PM
IN THIS SECTION Overview Adding a company manually Enter company details Adding Data Data Formats Entering Data manually Importing a data file Step...
Thu, 12 Sep, 2024 at 1:55 PM
IN THIS SECTION Overview Making Adjustments Adding Data Data Formats Entering Data manually Adding Accounts Entering Data Importing a data file ...
Thu, 12 Sep, 2024 at 2:01 PM
TABLE OF CONTENTS Changing your Account Name Adding your company Logo Changing your logo Changing Brand Colours You can change your accou...
Fri, 7 Jun, 2024 at 5:57 AM
IN THIS SECTION Overview To invite a new user Company Groups To change user permissions To delete a user User Roles Access to Multiple Clients ...
Wed, 27 Nov, 2024 at 10:39 AM
IN THIS SECTION Overview Viewing Exchange Rates when Running Reports Viewing and Customising Exchange Rates Base Currency Customising Rates Adding Ac...
Thu, 23 Jan, 2025 at 8:18 AM
IN THIS SECTION Overview Consolidation Consolidation By Display Sort By Exchange Rates Report Display Hide zero value accounts Hide zero valu...
Wed, 8 May, 2024 at 6:28 AM