- For Advisors
- For Business
We’ve been working hard on your requests and are excited to update you on all of the latest Joiin features – included in every plan for the same low monthly price.
We’ve added more options to the Report filters so you can now display additional data such as % Split/Change, % of Sales, Budget and Average with the flick of a switch. Putting the control over what data you see right where you need it and giving you even more reporting options.
You can now print or download reports in PDF format. Just click on the Print button next to the Excel button and a formatted version of the report can be printed or saved as a PDF. Giving you more options for generating reports.
We’ve updated the User Management section to give you much more control over what users that you invite to Joiin can see and do. There are now three access levels: Read, Write and Admin. This allows you to delegate control at any level while increasing protection when needed.
We’ve added the ability to break down the A/R Ageing report by Company. Simply switch the By Company toggle on to see data grouped by company.
The Sales by Customer report is now broken down into Net, Tax and Gross so you can clearly see the Tax portion of sales.
Requested by lots of you, we’ve now added the Company names against the accounts in the Chart of Accounts page. You can also filter by Company to only see the accounts for selected companies.
There’s more on the way. We’re working on additional features which we’ll be releasing soon, including:
FX Reserve Handling
Sales Reports by Company and Category
AP Sales Reports
Reporting by Category + Period Combined