From XU Magazine, 
Online News

New Features for October 2021

October 5, 2021

As we move into October we're delighted to update you on the latest updates, news and features from Joiin.

  • Filter By Category Option
  • Payment Management

You can find out more about all of these features in our Support Centre.

Filter by Category Option

When running reports by Xero Tracking Category or QuickBooks Class, you can now choose which category options to include in the report output. The new Options drop-down provides a list of available options for the selected Category - simply check the options you wish to include in your report.

Filter by Category Option

When running reports by Xero Tracking Category or QuickBooks Class, you can now choose which category options to include in the report output. The new Options drop-down provides a list of available options for the selected Category - simply check the options you wish to include in your report.

Payment Management

We’ve improved the Plan & Billing page so you can now view and download all of your historical invoices. Simply scroll down the Plan and Billing page to see the list - then click on the Invoice number to see the details or click on the PDF button to download a copy.

Top Tips with Joiin

Did you know that using Joiin's custom report feature you can strip back your P&L reports to create fully customisable expense reports?
To do this, go to the custom report page and click new P&L, you will then be taken to the custom report editor.

Now click the three dot menu next to every report group, except the expenses group, and click edit. Here you will be given the option to ‘hide group’.
Once this process is complete you will be left with just your expenses items on your report. Why not try adding a bar chart to this report to see how your expenses vary month on month?

Go one step further… If you are likely to run this report regularly, select the pin icon next to the report in the custom report list to pin to your task bar for easy access.

For weekly top tips to make your reporting a doddle, follow us on LinkedIn or Facebook

Remapping Your Chart of Accounts

From our bite sized series published on the Joiin blog this summer, we look at how to re-map your chart of accounts across a multi-entity business for consolidated reporting - enabling you to homogenise your chart of accounts and use it month-on-month at the click of a button. Find it here.


Want to find out more in person?

Sign up for a Webinar with our customer support team - we'll walk you through Joiin, answer any questions you might have and take an in depth look at the features you're interested in.

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