User Guides

Eliminations
IN THIS SECTION Overview Managing Eliminations How to Eliminate Accounts Partial Eliminations Removing Eliminations Elimination Sets Downloading A...
Thu, 18 May, 2023 at 4:46 PM
Search Transactions
IN THIS SECTION Overview Searching for Transactions Searching and Filtering Results Paging Sorting Selecting Columns Changing Column Order Clearing...
Tue, 12 Dec, 2023 at 9:10 AM
Chart of Accounts Mappings
TABLE OF CONTENTS Overview Joiin Account Types P & L Accounts Balance Sheet Accounts Automatic Account Mappings Using Joiin to tidy up your COA...
Thu, 14 Apr, 2022 at 12:04 PM
Multi-Client Explained
Multi-client is a feature tailored for accountants and advisers who need to manage multiple, distinct clients under one Joiin subscription. With Multi-Cl...
Mon, 14 Mar, 2022 at 9:45 AM
Managing Team and Clients
TABLE OF CONTENTS Overview Subscription Information Team Viewing Teammates Adding Teammates Deleting Teammates Clients Adding Clients Switching ...
Tue, 17 Aug, 2021 at 4:50 PM
Plan & Billing
The plan and billing section is where you can view details of and make changes to your Joiin subscription. Subscription Plan The top section shows the ...
Thu, 25 May, 2023 at 3:56 PM
Xero Integration FAQ
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
Journals
IN THIS SECTION Overview Search by Text Filtering by Type Sorting Selecting Columns Changing Column Order Clearing Filters Overview You can vi...
Wed, 3 Apr, 2024 at 1:34 PM