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

  • Actuals
    Integrate your GL, Workforce, Sales & Custom Actuals.
  • Company
    Define system-wide settings to streamline planning & reporting.
  • Users
    Area for Admins to manage user access & roles. 


  • 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.


  • 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. 


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