Overview of the Setup area of Jirav
The Setup area of Jirav can be accessed by selecting the ⚙️gear icon from the main navigation menu on the left side of the screen.
The Setup screen will default to show Actuals, select the ∨ to the right of Actuals to navigate between the Setup sections. An overview of each section is below, click on the section header to view a more in depth article on the topic.
Integrate your GL, Workforce, Sales & Custom Actuals.
Define system wide settings to streamline planning & reporting.
Customize the Chart of Accounts for the Income Statement & Balance Sheet.
Configure and map the Departments used for Income Statement planning & reporting.
*Not available in Jirav Starter or Jirav Lite
Set a tops down budget for comparative analysis.
*Typically only used in Jirav Lite
Create formulas valid across all Jirav plans & actuals, typically used for KPIs.
Configure tables & lines to hold additional data outside of GL & workforce data to be used for planning and reporting. For example, operational data.
Create key assumptions to drive the plan, for example a benefit rate per headcount or an average deal size.
Customize how reports & dashboards reflect variances.
Customize the section of the Cash Flow that the changes in Balance Sheet accounts are reflected.
Area for Admins to manage user access & roles.
Review changes made in Jirav by date, user and type of change.
Update billing information.