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.
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
IN THIS SECTION Overview Some things to note Further Note on Accounts Receivable and Payable Search by Text Filtering by Type Sorting Selecting an...
Tue, 22 Apr, 2025 at 12:40 PM
We support direct connections with some Cloud versions of Sage in some regions. All other Sage versions are supported through our Manual Company Import feat...
Mon, 19 Aug, 2024 at 10:07 AM
IN THIS SECTION Overview Getting Started Documentation Limits API Throttle Limits Zapier Polling Limits Examples Overview The Joiin API is a...
Fri, 10 Jan, 2025 at 1:54 PM
IN THIS SECTION Overview Installation Overview The Joiin Add-in for Excel is a Microsoft Office Add-in which is available on the Microsoft App S...
Wed, 28 May, 2025 at 8:45 AM
IN THIS SECTION Overview Adding a Report to a Pack Other ways to create a Report Pack Report Pack List Page Viewing and Downloading Report Packs A ...
Wed, 25 Jun, 2025 at 11:51 AM
IN THIS SECTION Overview Using Layouts Ways you can access Layouts Running a Financial Report Building a Report Pack Layouts List Selecting and Ed...
Wed, 25 Jun, 2025 at 12:00 PM
How Our AI Features Work This article gives a quick overview of how Joiin Intelligence—our new AI-powered feature—works. If you’re technically curious, ...
Tue, 17 Jun, 2025 at 10:17 AM