Settings

Overview of the Settings area of Jirav

To access the Settings area of Jirav, click on the gear icon ⚙️ in the main navigation menu.

Once you are in the Settings screen, navigate between different sections by selecting the downward arrow (∨) next to the current Settings area. An overview of each section is below, and click on the section header to explore a more detailed article on that topic.

Your Company

• Integrations
  

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

  • Integrate Actuals: Connect General Ledger (GL), Workforce, Sales, 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 Jirav Starter or Jirav Lite 
• Variances
  Customize how reports & dashboards reflect variances. 
• Cash Flow
  Customize the section of the Cash Flow that the changes in Balance Sheet accounts are reflected.

Model

• Forecast
  Configure A/R and A/P settings for planning. 
• Custom Tables
  Configure tables & lines to hold additional data outside of GL & workforce data to be used for planning and reporting. For example, operational data. 
• Global Drivers
  Create formulas valid across all Jirav plans & 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.