How To

How to get a breakdown by company/ entity
 You can get a breakdown in your reports by Entity, as well as a Consolidated total by using Joiin's Compare By Company feature.     To compare a repo...
Fri, 14 Jul, 2023 at 1:35 PM
How to get a breakdown by Xero Tracking Category or QuickBooks Class or Location
Joiin automatically imports Xero Tracking Category and QuickBooks Class/Location data from Xero/QuickBooks so it's easy to get a consolidated breakdown ...
Thu, 1 Dec, 2022 at 2:02 PM
How to change your company import dates
When you connect to a Xero, QuickBooks or Sage company, by default Joiin pulls the data for the previous 3 and next 2 fiscal years. You can change th...
Fri, 13 Jan, 2023 at 2:43 PM
How to set minority interest/ ownership share
Within Joiin it is possible to set your ownership percentage/ minority interest so that when reports are run within Joiin; your ownership share is reflected...
Mon, 20 Feb, 2023 at 3:53 PM
How to re-map your Chart of Accounts
You can remap your chart of accounts very easily within Joiin, to do this follow these steps. If you would prefer, you can watch a video showing you ...
Mon, 9 Jan, 2023 at 2:03 PM
How to manage your Eliminations
You can eliminate accounts (such as accounts containing inter-company transactions) through the Eliminations page, under settings. For more information on C...
Tue, 1 Aug, 2023 at 9:14 AM
How to switch between Debit Positive and Credit Positive
It may be the case that you need to change the way Joiin handles some of your accounts, switching them between credits or debits being treated as positive/ ...
Mon, 9 Jan, 2023 at 2:10 PM
How to report on Forecasts
Uploading Forecast data First, you will need to upload your Forecasts if you haven't done so already. Select Budgets from the left menu. Choos...
Fri, 5 Jan, 2024 at 1:24 PM
How to transfer ownership
Permissions   In order to carry out the process of transferring/changing ownership of your Joiin account you will need to have the right permissions. On...
Thu, 25 May, 2023 at 4:07 PM
How to Invite new users to Joiin
You get unlimited licenses on each Joiin plan, meaning you can invite as many of your colleagues and clients as you wish. To invite a new user, follow t...
Thu, 25 May, 2023 at 3:36 PM