Joiin + Xero Education Month

About Xero Education Month

Xero’s Education Month is designed to help you learn, upskill and connect with like-minded professionals. There’s lots of information to delve into and take away throughout February 2021, with part of the month-long activity taking a closer look at the Xero Engine and providing handy tips and tricks for you to pick up along the way.

This is where we come in. Here at Joiin, we’re actively engaging with Education Month to let people know about our Xero Connected App – the app for creating consolidated and automated dashboards and reports from multiple Xero companies.

Firstly, what is the Joiin Xero app?

Joiin is our smart reporting app which integrates with Xero, letting you consolidate data from multiple companies to create great looking reports. It is a 5-star rated Xero Connected App available from Xero App Marketplace.

You can quickly and easily sign up for a free 14-day trial.

For Education Month, we’ve looked back at Xero community discussions and asked our customers if they wanted us to share any handy tips when using Joiin + Xero. Here goes:

With Joiin can I do Xero consolidations across multiple companies?

This is a commonly asked question. The answer is yes, as Joiin makes consolidated reporting easy when connected to Xero. It automates and simplifies the process of creating consolidated financial reports across multiple Xero companies, with pricing packages for 2 companies all the way up to 50+. What’s more, our fully featured app is very cost effective when compared to other options on the market.

Can Joiin handle Xero consolidations with eliminations?

Yes. Once your data is in our app you get a wealth of essential features, including ways to bring together and manage complex inter-company finances with advanced features for things like eliminations, loans and transactions between companies.

You can see a quick list of all your accounts from the Chart of Accounts for all companies you’ve connected to Joiin and can also easily eliminate what you need.

Does Joiin work with Xero data in multiple currencies?

Put simply: Yes. Joiin lets you report across organisations and multiple currencies, and automatically make currency conversions with ease. Joiin automatically adds in adjustments and keeps an adjustment record so everything balances, including month end and average exchange rates for P&L and Balance Sheet reports.

How to consolidate budgets and forecasts from Xero data?

You can upload your Xero budgets and forecasts to Joiin and display this information alongside actual amounts in your consolidated reports and financial presentations.

Need to create your own budgets in Joiin? No problem if so – you can produce your own budgets directly in Joiin using our CSV Import feature. You can also customise how you present your budgets and forecasts, thanks to custom reports.

If you’ve got a question regarding Joiin + Xero, please feel free to get in touch:

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