Settings Overview

Overview of the Settings Area of Jirav

To access the Settings area of Jirav, click on the gear icon ⚙️ in the main navigation menu.  An overview of each section is included below; click on the section header to explore a more detailed article on that topic.

Settings

Your Company

  • Integrations

    Connect Jirav with your financial and operational data sources.  Here, you can:

    • Integrate Actuals: Connect General Ledger (GL), Workforce, and Custom data to pull in actuals from your accounting system and other key sources.

    • Import Budgets: Bring in budget data for the Income Statement, Balance Sheet, and Custom data from Excel. 

  • Company
    Define system-wide settings to streamline planning & reporting.
  • Users
    Area for Admins to manage user access & roles. 

Configuration

  • Chart of Accounts
    Customize the Chart of Accounts for the Income Statement & Balance Sheet.
  • Departments*
    Configure and map the Departments used for Income Statement planning & reporting.
    * Not available in all Jirav products
  • Variances Rules
    Customize how reports & dashboards reflect variances. 
  • Cash Flow
    Customize the section of the Cash Flow where the changes in Balance Sheet accounts are reflected.

Model

  • Forecast
    Configure A/R and A/P settings for planning, as well as Auto-Forecast settings.
  • Custom Tables
    Configure tables and lines to hold additional data outside of GL & workforce data, such as operational data, to be used for planning and reporting.
  • Global Drivers
    Create formulas valid across all Jirav plans and actuals, typically used for KPIs. 
  • Assumptions
    Create key assumptions to drive the plan, for example, a benefit rate per headcount or an average deal size. 
  • Goals
    Set a top-down budget for comparative analysis. 

Admin

  • Audit Log
    Review changes made in Jirav by date, user, and type of change.
  • Billing 
    Update billing information.