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Xero & Joiin

  • KPI Dashboard
  • Budget Report
  • Consolidated Reports: Balance Sheet, P&L, Trial Balance, Cashflow, KPIs
  • Account Balance Elimination
  • FX Rate setup
  • Ownership % setup

  • Customize Dashboard
  • Customize Financial Reports
  • Create Account Groups
  • Create Chart (bar, doughnut, line)
  • Add New Formula

Sales & Aging Reports

  • Sales By Customer Report
  • Top 10 Customers Analysis
  • AP Aging Report
  • AR Aging Report
  • Drill down to Xero transactions

Report Packs

  • Report pack send to target users
  • Send now or Schedule Send
  • Dynamic report stayed at current date
  • Unlimited email receivers

Watch our demo video to learn about Joiin (Reporting Tool)

Cantonese (English Screen)

Our Services:

Lobster Limited offers you end-to-end support services:

  • Consultation on Report Presentation
  • Report Customization
  • Integration with Xero accounting software
  • Training service
  • Ongoing Support