Company Setup

Map your Departments and system accounts

Company_-_Setup_-_Jirav_-_Financial_Planning___Analysis

Navigate to the Company menu and select "Setup" - this will bring you to the "Main" section as noted in the screen shot below.

Department Mapping

Once you have imported your workforce and financial actuals Jirav needs to understand how to map the two imports together.  This allows for your department to be called something like "G&A" in your accounting system and "Admin" in your payroll system; it is this department mapping that Jirav will use for reporting and forecasting within the App.

Pro Tip: the workforce import will show the department as "Unassigned" until you complete this mapping.

Go to Company Menu->Setup->Departments

Departments_-_Setup_-_Jirav_-_Financial_Planning___Analysis

Account Mapping


The next thing to do is to map the system accounts that can be found in the screen shot below.  It is this mapping that gives Jirav the ability to correctly forecast you financial model.

Chart_of_Accounts_-_Setup_-_Jirav_-_Financial_Planning___Analysis-1





Close Month


You also have the ability to set your Close Month; for further help on this feature please see our Close Month Help Article.