How-to

Delve deep into our how-to content and ensure it’s put to good as you join us in our mission to make tedious manual consolidations a thing of the past.

19 February 2024

Webinar series: Xero for Groups, The App Advantage

We’re delighted to be involved in a brand new webinar series, coming to you this March.

15 August 2023
Building an enterprise-level system with Xero - the Mayday webinar series with Joiin

Webinar series: How to build an enterprise-level system with Xero

We’re delighted to be involved in Mayday’s latest webinar series, coming to you in September 2023 over 14 individual sessions.

25 April 2023
Generate report packs and automated reporting for your clients within Joiin

Part 3: Five types of digital reporting

Part 3: Exploring five essential digital reporting types for accountants, we look at reports packs and automated reporting. These offer ways to get regular information to your clients, giving them the insights they need during this unsettling economic period.

20 April 2023
Graphic with screenshots showing images of business reports and a customised report within Joiin

Part 2: Five types of digital reporting

Part 2: This blog series explores five essential digital reporting types for accountants and how they can help make sense of these unsettling economic times. In part 2, the ease and convenience of off-the-shelf reports, plus reports you can customise to communicate a financial narrative.

05 April 2023
Joiin's KPI dashboard depicted on a desktop and mobile device

Part 1: Five types of digital reporting

Part 1: This blog series explores five essential digital reporting types for accountants and how they can help you make sense of these unsettling economic times. First up, at-a-glance dashboards.

03 March 2023
Part 3 in our accounting technology trends series looks at product-led growth and what is means for you

Part 3: 3 accounting technology trends to watch

Part 3: In this blog series, part 1 looked at continued automation and part 2 examined how greater data insights drive better decision-making. Part 3 below explains product-led growth and what it means for you.

15 February 2023
Part 2 in our accounting technology trends series looks at greater data insights driving better decision making in practices

Part 2: 3 accounting technology trends to watch

Part 2: This blog series looks at 3 accounting technology trends to watch, what they mean for you and how our Joiin platform can help. Part 2 examines how more significant data insights drive better decision-making.

26 January 2023
Three accounting technology trends to watch and what they mean for you

Part 1: 3 accounting technology trends to watch

Part 1: In this series, we look at 3 accounting technology trends and what they mean for you to support your thinking around new tech. First up is trend #1: continued automation.

19 December 2022
Line-up for our joint webinar with Mayday on multi-entity

Webinar: Multi-entity month end for Xero

Sign up for our latest webinar with Mayday and joint customer, Arbolus, for a webinar masterclass on the common challenges of closing month end with multiple group entities and the best practices for overcoming these challenges.

30 November 2022
Building trust in technology platforms: supplier ethos to look out for

Building trust: Supplier ethos

Part 5: In the final blog of our series on building trust in technology platforms you want to recommend to clients, we examine the supplier ethos to look out for.

29 November 2022
Building trust in technology platforms: the importance of value-added reporting

Building trust: Added-value reporting

Part 4: In the fourth blog in our series on how to build trust in technology platforms so you feel confident recommending them to your accounting clients, we discuss the importance of added-value reporting.

28 November 2022
Building trust in technology platforms: the collaborative features you should expect

Building trust: Collaborative features

Part 3: In the third blog on how to build trust in technology platforms so you feel confident recommending them to your accounting clients, we look at the collaborative features you should expect.

27 November 2022
Building trust with technology platforms - best practice security measures

Building trust: Best practice security measures

Part 2: In the second blog on how to build trust in technology platforms so you can recommend them to your accounting practice clients, we look at best practice security measures.

26 November 2022
How to build trust in your technology platforms - ensuring data protection from the get-go

How to build trust in technology platforms

Part 1: In the first of five blogs, we look at how to build trust in tech platforms so you can recommend them to clients. Here are ways to ensure data protection from the get-go when considering a new platform.

05 October 2022
Blog graphic for Joiin's multi-client explained video

Multi-client – your vital client management tool

Our multi-client feature lets you manage multiple distinct clients under one Joiin subscription. Watch the short explainer video and read more below.

11 July 2022
Joiin blog: How to relieve these 5 common consolidated reporting headaches

Infographic: Solving financial consolidation headaches

Here we share an infographic on how to relieve common consolidated reporting headaches, taken from our recent campaign.

08 March 2022
How to solve common consolidated reporting headaches with Joiin

How to solve 5 common consolidated reporting headaches

As the consolidated reporting app for your cloud accountancy software, Joiin brings together data from multiple entities to create group reports easily. It provides the solutions for these common reporting headaches.

10 January 2022
How to build cloud accounting apps and add-ons into your work

3 ways to build cloud apps & add-ons into your accounting

Here we look at three steps to take in your journey towards cloud accounting and integrating apps and add-ons into the way you work.

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
Downloadable and printable report packs from Joiin

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

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

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

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
Toggle for a column or compact view of budgets in Joiin

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
Read our bite-sized how-to on re-mapping your chart of accounts for a multi-entity business

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.