August 17th, 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.

A quick video overview of Joiin, presented by Customer Success Manager, Harry Symons

How to get started with Joiin and  Xero

The script:

Hi, I’m Harry and I would like to introduce you to Joiin, the consolidated financial reporting app that creates detailed KPI, consolidated financial and customised single entity reports from Xero. It’s free to try, takes a couple of minutes to get up and running and will save you and your team hours every month.

Today I will be taking you through the process of adding a company to your Joiin account.

(Note: Joiin is a Xero reporting add on. It can be configured to use your Xero companies and data.)

When you begin your Joiin trial you will be asked to add at least one company.

To do this click the add company button. From the drop down that appears, select Xero.

You will then be redirected to a secure login page where you can sign into your Xero organisation or company using your log in details.

Using the drop down, select the company you would first like to add and allow access.

At this point Joiin will ask if you would like to add another entity. For the purpose of the video, we will do this later.

Joiin will then begin pulling across your financial and sales data, this should take a matter of moments.

Once this is done you will be ready to begin running reports using your Xero companies.

If you have any questions about adding a company or would like to know more about Joiin, please get in touch with us by emailing support@joiin.co

Or visit our website Joiin.co where you can begin a 14 day, no credit card needed trial.

Summary

In this video we’ve looked at getting started with our consolidated financial reporting platform, Joiin, and your Xero account and data.

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

While you’re here: Supercharge your Xero reporting

As you’re already using Xero, there are innovative ways to get the best financial reporting from this platform. So we’ve compiled some handy tips on ways to supercharge your Xero reporting (spoiler alert! Joiin can help you with all of the reporting types we’ve listed in this article): click to read how to supercharge your Xero reporting ›

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