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 Consolidation Consolidation By Display Sort By Exchange Rates Report Display Hide zero value accounts Hide zero value g...
Fri, 22 Aug, 2025 at 1:54 PM
IN THIS SECTION Overview Chart of Accounts List of Accounts Filtering List of Accounts Mapping Chart of Accounts Restoring Restore All AI COA S...
Thu, 8 May, 2025 at 1:17 PM
IN THIS SECTION Overview Managing Eliminations How to create Elimination Groups Editing Elimination Groups Removing Elimination Groups Netting Adjust...
Wed, 6 Aug, 2025 at 2:59 PM
IN THIS SECTION Overview Searching for Transactions Searching and Filtering Results Clearing Filters Paging Sorting Selecting and Changing Column Or...
Fri, 8 Nov, 2024 at 9:57 AM
TABLE OF CONTENTS Overview Joiin Account Types P & L Accounts Balance Sheet Accounts Automatic Account Mappings Using Joiin to tidy up your COA...
Tue, 4 Feb, 2025 at 8:20 PM
IN THIS SECTION Getting Started Categories Tab Category Groups Tab Viewing Consolidated Categories Category Options Company Categories Category ...
Tue, 8 Jul, 2025 at 11:12 AM
Multi-client is a feature tailored for accountants and advisers who need to manage multiple, distinct clients under one Joiin subscription. With Multi-Cl...
Wed, 25 Jun, 2025 at 12:38 PM
TABLE OF CONTENTS Overview Subscription Information Team Viewing Teammates Adding Teammates Deleting Teammates Clients Adding Clients Switching ...
Fri, 22 Aug, 2025 at 2:35 PM
The plan and billing section is where you can view details and make changes to your Joiin subscription. Subscription Plan The top section shows the det...
Fri, 10 Jan, 2025 at 1:40 PM
Q. What does the Xero Integration do? Joiin pulls in account data from Xero which is uses to produce consolidated reports. It combines data from mul...
Sun, 8 Nov, 2020 at 6:22 AM