How To

Master Joiin with our How To Articles, offering quick, practical tips for using our financial consolidation reporting software. Simplify tasks, boost efficiency, and unlock advanced features in minutes.

How to switch between Debit Positive and Credit Positive
Each group of accounts in Joiin will contain a debit/credit switch that will allow you to decide whether a credit or a debit is considered a positive value....
Mon, 3 Jun, 2024 at 3:01 PM
How to sign in using Xero Single Sign On (SSO)
Joiin will provide the option for users to link their Xero account directly to Joiin, meaning you can log in using the Xero SSO method. To do so: 1....
Mon, 15 Apr, 2024 at 12:30 PM
How to remove Joiin from Xero
There is sometimes a scenario where you cannot connect your Xero company to Joiin (it is greyed out on the company selector)  because it is already connecte...
Tue, 23 May, 2023 at 2:39 PM
How to change the order your companies' appear in your reports
The order in which your companies' appear in your reports will be dictated by the order in which your companies appear on the companies page.  To so...
Fri, 30 Aug, 2024 at 11:16 AM
How to Eliminate a Part of the AR/AP Account (Partial Eliminations)
In some cases, intercompany transactions are stored in the same GL account as other regular transactions. For instance, Xero does not allow users to create ...
Thu, 2 Jan, 2025 at 10:34 AM
How to Remove Pre-Acquisition Values from Reports
This article explains the process of amending acquired companies so that any values/figures from before the acquisition date are not included in reports. ...
Tue, 31 Dec, 2024 at 9:29 AM
How to install the Joiin Excel plug-in
These instructions will guide you through installing the beta version of the Joiin x Excel plug-in. As this is an early release, you may need to contact the...
Thu, 13 Feb, 2025 at 10:20 AM