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 Some things to note Further Note on Accounts Receivable and Payable Search by Text Filtering by Type Sorting Selecting an...
Mon, 5 Jan, 2026 at 3:23 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 Zapier Getting Started Creating a Zap Limits API Throttle Limits Available reports Zapie...
Wed, 7 Jan, 2026 at 5:27 PM
IN THIS SECTION Overview Functions JOIIN.TB - Trial Balance Report JOIIN.TB_ACC_VAL - Get Trial Balance value for specific account JOIIN.TB_ACC_LIST -...
Mon, 19 Jan, 2026 at 12:09 PM
IN THIS SECTION Overview Adding a Report to a Pack Other ways to create a Report Pack Renaming a Report Pack Saved Reports & Packs Page Pinning...
Mon, 12 Jan, 2026 at 11:57 AM
IN THIS SECTION Overview Global Report Pack Settings Colours Format Inheritance Available Settings Sections Order Cover and Contents Pages Cov...
Mon, 12 Jan, 2026 at 1:39 PM
IN THIS SECTION Overview Using Layouts Ways you can access Layouts Running a Financial Report Building a Report Pack Layouts List Selecting and Ed...
Tue, 16 Dec, 2025 at 6:13 AM
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, ...
Mon, 12 Jan, 2026 at 2:10 PM
IN THIS SECTION Overview Using Non Financial Data Custom Layouts Dashboard Report Packs Loading Non Financial Data Viewing Data Adding Data Addi...
Tue, 2 Dec, 2025 at 12:10 PM
IN THIS SECTION Overview Ai Features Report Pack AI Text Generation Other Key Features Overview The Joiin Ai-powered Text Editor makes it...
Thu, 29 Jan, 2026 at 1:43 PM