We’re excited to reveal our latest updates to AR-AP Ageing Reports. Driven by feedback from our customers, with this release, you’ll find new layouts, a side panel packed with invoice details, and charts offering a clear, consolidated summary – all designed to streamline your workflow and provide clear insights into your accounts.

What’s New: Enhanced Layouts, Details at a Glance

What if you had the ability to quickly toggle between a high-level summary and a detailed breakdown of every unpaid invoice? With this update, that’s exactly what you get:

Three Versatile Layouts: Choose from three visually appealing layouts to suit your preferences. Choose between layouts for Accounts Payable by Supplier, Accounts Receivable by Customer, and an overarching view by Company. These formats allow for quick, clear insights into who owes what and when. The new Ageing Detail view is perfect for consolidating and tracking all unpaid invoices in one place, creating a single source of information for managing outstanding balances.

Invoice Details at Your Fingertips: Access detailed invoice information directly from our new side panel. Easy to drill down and view invoice specifics. Want to know more? Tap into Xero or QuickBooks directly for granular detail with just a click.

Clear and Concise Charts: Get a bird’s-eye view of your ageing data with our easy-to-read charts. New chart integrations simplify complex data, making it easier for CFOs, CEOs, and even non-finance stakeholders to understand the big picture and communicate with their teams or investors.

Quick, High-Level Summaries: At a glance, see consolidated summaries, identify patterns, and get to grips with ageing accounts without scrolling through endless data. Improved graphs make spotting trends and overdue accounts easier.

AR/AP Ageing Reports in action

CFOs: See the cash position across entities instantly, aiding in cash flow monitoring, risk assessment, and budgeting.

CEOs & Non-Finance Leaders: Visual summaries offer a clear cash overview, supporting strategic decisions and investor communications.

Accounts Receivable Teams: Easily manage collections with customer contact info from Xero, QuickBooks or Sage within Joiin – perfect for chasing overdue accounts

Financial Analysts: Identify trends, forecast, and budget with essential AR/AP data at your fingertips.

Franchise Owners: View cash flow by location or entity, helping you manage each part of your operation efficiently.

Benefits for all users:

Drill Down with Ease: Click on any figure to view details, with deep links to Xero and QuickBooks for quick access.

Instant Insights: Simplified charts and graphs make data easy to digest.

Spot Trends Fast: Identify key patterns in receivables and payables over time.

Seamless Workflow: Access everything in one place, eliminating the need to switch between platforms.

“The new AR and AP reports are a great way to see group data in an instant. Saves so much time combining data in Excel pivot tables,” said Tyler Caskey – Founder, Group CFO of The Bean Counters and an early adopter of the feature.

Designed With You in Mind

We’re refreshing Joiin’s user interface to bring more flexibility and visual clarity, inspired directly by customer feedback. Many of our customers asked for an easier way to view invoices and bills in one place, a must-have for dynamic finance teams. With our AR/AP Ageing Report update, Joiin is more than just a reporting tool; it’s now an everyday essential for managing cash collection and spend, streamlining your entire finance workflow.

What’s Next?

This AR/AP Ageing Report update is just the start. Look out for upcoming enhancements coming soon, including a major overhaul of report packs, bringing even more intuitive and flexible tools to our users.