Overview of the Setup 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.
Integrate your GL, Workforce, Sales & Custom Actuals.
Define system wide settings to streamline planning & reporting.
Area for Admins to manage user access & roles.
- Chart of Accounts
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
Customize how reports & dashboards reflect variances.
- Cash Flow
Customize the section of the Cash Flow that the changes in Balance Sheet accounts are reflected.
- A/R and A/P
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.
Create key assumptions to drive the plan, for example a benefit rate per headcount or an average deal size.
Set a tops down budget for comparative analysis.