About Joiin’s new features

The new features continue to enhance the Joiin platform’s capabilities in managing complex multi-entity consolidated reporting, marking a further rise in the financial reporting space for Joiin, the company.

Joiin’s new Global Search feature

When connecting to Joiin, users can automatically upload transactions from Xero, QuickBooks Online or Sage. Once transactional data is in Joiin, users can search for and find any transaction they need with the platform’s powerful Global Search feature.

Users can search using various filters and, in search results, see all transactions in one place, presented as lists based on account categories, which brings a welcome familiarity to the presented data.

Commenting on the Global Search feature, Joiin’s Chief Commercial Officer, Paul Shipway, said: “Global Search is an amazing new feature that was regularly requested by our customers and has already been very well received.”

“Because our Joiin platform helps you manage group reporting, Global Search lets you quickly and easily find any transaction amongst the thousands you may have, meaning you can easily keep better tabs on complex, multi-entity finances.”

“Global Search is an amazing new feature that was regularly requested by our customers and has already been very well received.” Paul Shipway, Chief Commercial Officer, Joiin

Transactional drill-downs in Joiin

Designed to work alongside Global Search, Joiin users can drill down into specific transactions from a search, seamlessly opening any related documents in Xero, QuickBooks Online or Sage via a hyperlink. Drill-downs into transactional data can also be achieved from any report generated in Joiin.

Commenting on transactional drill-downs, Joiin’s Chief Technical Officer, Rob Lucas, said: “Being able to drill into any transaction means our users now have instant access to any crucial finance information across all their entities within Joiin.”

“When clicking on a transaction link within Joiin, the relevant finance document, such as an invoice, automatically opens in a user’s cloud accounting software, providing a more seamless experience across the two platforms.”

Joiin’s customisable dashboard

The new Joiin dashboard automatically gathers critical metrics in one place. However, it is completely customisable. Users can reconfigure and create dashboards within an easy-to-use interface. Reporting widgets are configured using a variety of KPIs, chart types, and filters and can be moved and resized using drag-and-drop.

Commenting on the Global Search feature, Joiin’s Chief Commercial Officer, Paul Shipway, said: “Our dashboard brings new life to data and how our users use it for group reporting. They can now see their data immediately, with a highly visual one-page financial overview, meaning they can easily stay updated with the metrics that matter most to them.”