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 Report Layouts Ageing by supplier Charts Supplier Info Ageing by company Charts Supplier Info Ageing Details Re...
Wed, 25 Jun, 2025 at 3:08 PM
IN THIS SECTION Overview Adding a Report to a Pack Running or Downloading a Report Pack Downloading PDF Downloading Excel Running in a Browser Pr...
Wed, 25 Jun, 2025 at 11:50 AM
IN THIS SECTION Overview Joiin Budgets External Budgets Viewing Budgets Filtering Clearing Filters Column Sorting and Ordering Sorting Selecti...
Fri, 13 Jun, 2025 at 12:05 PM
IN THIS SECTION Overview Adding a Budget Manually Enter budget details Adding Data Entering Data manually Auto Fill Importing a data file Step 1 ...
Fri, 13 Jun, 2025 at 11:49 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...
Fri, 13 Jun, 2025 at 11:37 AM
IN THIS SECTION Overview Making Adjustments Adding Data Data Formats Entering Data manually Adding Accounts Entering Data Importing a data file ...
Fri, 13 Jun, 2025 at 11:33 AM
IN THIS SECTION Changing your Account Name Adding your company Logo Changing your logo Changing Brand Colours Overview You can change yo...
Wed, 25 Jun, 2025 at 12:06 PM