New Features for August 2020

As always, you can find user guides and support at our helpdesk here

New Budgets and Forecasts Import

Introducing our major new Budgets & Forecasts feature.  You can now import budgets or forecasts directly into Joiin allowing you to create a single Consolidated budget – or break budgets down by Company or Category.

You can also control which Budgets to include automatically from Xero or QuickBooks.  Viewing Budget vs Actual, P&L or Balance Sheets is as simple as switching the Budgets toggle on when you run your reports.

A/P Ageing Report

To compliment our A/R Ageing Report we have introduced a brand new A/P Ageing Report.  Keep on top of your bills and expenses across all your entities and see at a glance what is owed to whom and when it’s due.

YTD Budgets

Now you can view budget values when selecting the Year-to-Date compare to option.

New Company Selection Improvements

We’ve improved the way you select companies when running your reports.  Now you can choose to select or deselect all companies and see how many companies you have selected.

Custom Report Bulk Move Improvements

A small but popular tweak to the way the bulk move feature works when editing custom reports.  Now when you perform a bulk move the selected items are cleared automatically – ready for you to select another set of items.  We’ve also added a Reselect last cleared option in case you made a mistake.

Sales by Customer Report – drill down and column selection

Based on feedback you’ve kindly given us we’ve added the ability to drill-down on the Sales by Customer Report to see the individual invoices that make up the total.  You can also choose whether to see the Gross, Net or Tax amounts.

Coming Soon

There’s more on the way. We’re working on additional features which we’ll be releasing soon, including:

FX Improvements

Eliminations Improvements

Credit Notes on Sales Reports

Reporting by Category & Period Combined

Company configuration improvements

Board Reports