How-to

Put our how-to content to good use in your mission to make manual consolidations a thing of the past.

March 21st, 2024
ApprovalMax, General news, Mayday

The State of Month-End Survey is back for 2024

We invite you to participate and share your experience for a chance to win a £100 gift card. By doing so, you can help shape the future of month-end closing.

10 December 2021

10 top tips for Joiin users

Throughout the Autumn we’ve been running a weekly Top Tips series on social media, sharing time-saving insights and handy tips on features that you might not know about. Feedback has been very positive, so we’ve collated tips into one blog to help with everything from creating granular reports to simplifying partial eliminations.

14 September 2021

How to manage complex eliminations within Joiin

Learn how to use Joiin to manage even the most complicated eliminations with this explainer.

26 August 2021

5 ways to use financial reporting packs within Joiin

Like all Joiin features, Report Packs have the potential to save you hours of time every month. Here are five ways to create great-looking, management style reports and streamline your month-end process.

17 August 2021

How to get started with Joiin and Sage (video)

Presented by Joiin Customer Success Manager, Harry Symons, this video walks through how to connect your Sage account and add a company to Joiin, pulling in data to our platform and providing a fully-featured Sage reporting tool, designed to power your Sage consolidated reporting.

17 August 2021

How to get started with Joiin and Xero (video)

Presented by Joiin Customer Success Manager, Harry Symons, this video walks through how to connect your Xero account and add a company to Joiin, pulling in your Xero data to our platform, giving more power to your Xero reporting tools and helping you to create Xero consolidated accounts.

17 August 2021

How to get started with Joiin and QuickBooks (video)

Presented by Joiin Customer Success Manager, Harry Symons, this video walks through how to connect your QuickBooks account and add a company to Joiin, pulling in your data to provide a powerful QuickBooks online consolidation tool.

07 June 2021

How to toggle between different budget views

In another bite-sized how-to, we share a video and introduce our new column and compact view of budgets, and the feature that enables you to toggle between the two.

18 May 2021

How to remap a chart of accounts for a multi-entity business?

In this bite-sized how-to, we share a video and look at how you can re-map your chart of accounts across a multi-entity business within Joiin to make consolidated reporting even more effective.