Here’s how Global Search works

With your transactional data in Joiin, see everything in one place, search all your group entities and seamlessly drill down into transactions and journal entries.

Will Global Search let me manage my group’s transactions more easily within Joiin?

Yes. Our powerful Global Search feature means you can search all your transactions to find individual invoices, bills, payments, etc. You can drill down into specific transactions from your search, opening these in Xero via a hyperlink.

How can I drill down into individual journal entries?

From any Joiin-generated report, you can also drill down into specific journal entries, hyperlinking from your Joiin report to entries like you would in a Xero account transaction report.

What’s more… your dashboard, your way

You can also drill down into your journal entries from Joiin’s customisable dashboards. These can be configured using a variety of KPI widgets, chart types and reporting filters – all of which can be moved and re-sized using drag and drop.

“With your transactional data in Joiin, see everything in one place, search all your group entities and seamlessly drill down into transactions and journal entries.”

Simply click and connect…

Start a free trial today and see how our new Global Search works and how simple it is.