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      Frequently Asked Questions (FAQs)

      Answers and Solutions for Frequently Asked Questions

      Financial Actuals FAQs

      Workforce Actuals FAQs

       

      Financial Import FAQs

      Accounting Integrations Help (QBO, QBD, Xero, Intacct, Netsuite, Excel)

      Did you know?

      Integrations automatically update nightly for the current month and the previous month. If an accounting update is made for a period earlier than the previous month, you can manually initiate the sync to import the historical data. If you encounter a "balance sheet out of balance" issue in Jirav, this is often the cause, and resyncing should resolve the problem.

      *QuickBooks Desktop and Excel imports do not run automatically - a sync can be initiated from Settings⚙️ > Integrations 

      Q: How Do I Import my Budget from my Accounting System?

      Jirav supports importing budget data both directly from Excel and via copy-paste from a spreadsheet.

      To import your budget data:

      1. Import Directly from Excel:

      2. Copy and Paste from a Spreadsheet:

        • You can also input a budget into Jirav planning tables via copy and paste from any .csv compatible spreadsheet, such as Excel or Google Sheets. Select and copy the budget data from your spreadsheet (Excel or Google Sheets) using Ctrl + C (Cmd + C on Mac). Then in Jirav, navigate to the planning table, click the first cell, and paste the data using Ctrl + V (Cmd + V on Mac) to quickly populate the tables.

      Staffing/Workforce Actuals FAQs

        • Where Do I Find the Excel Import Template for Workforce?
          • It is in Settings > Integrations. In the Workforce section, the link to the template is on the Excel Icon box. 
            Excel Workforce
        • Why Do I Need to Include Employee Emails in the Excel Template?
          • The email column is actually for an employee ID. Give each employee a unique identifier in this column. You can use email, numbers, letters, or a combination of numbers and letters.
        • Why do my Imported Staff Show Up as Unassigned Instead of In Their Department?
          • If your account does not support Departments, all staff will be listed as unassigned.
          • If you have imported staff for the first time, or if you have added a new department to your import, you will need to setup your Departments for Workforce.
        • Why are Staff I Have Imported not Showing up in Salary or Headcount?
          • If the staff member is showing in the Staff table, but not included in the Headcount or Salary table. First, check if you have filtered to a department the staff member is not assigned to.
          • If the staff member shows in grey and italics, this staff member has a hire date that is in a forecast period and just like all other actual data, will be suppressed until their hire date. To include this hire in your plan, clone the employee to a planned hire.
        • I've Imported my Staff but System Salary is Zero in my Planning Table.
        • How Do I Setup Wages if I have Multiple Wage Accounts or a Wage Account in COGS?
        • How Does the Workforce Data Affect Actual Periods?
          • In actual periods, the information from your financial system will be used for wages. However, you will be able to use the headcount and salary information from the staffing tables for both the KPI Library and custom KPIs in your dashboards and reporting, as well as in driver calculations for planning and reporting.
        • I Imported a New Hire and their Salary is doubled.
          • If you had a planned hire for this role, Jirav cannot match up your new hires to planned hires. You will need to manually remove the planned hire once the position is filled and the employee has started. This step is included in our Month End Checklist.
        • How do I Change the Name / Role / Salary of an Imported Employee?
          • Imported staff can only have their details updated via the import. If you are using a payroll integration, the staff will reflect exactly how they are included in your payroll system. If you use the Excel import, you will need to make the change in the template and then re-import. The only change you can make to imported staff directly in the planning table is to add a planned termination date.
        • Hourly Staff are not Calculating to Correct Monthly/Annual Totals
          • Hours for calculating hourly staff are set in Settings > Company Settings. The default is 40 hours per week. The calculation is (Hourly Wage * Annual Hours set by the Weekly Hours input) / 12 periods.
        • How do I Setup a Bi-Weekly Payroll Schedule?
          • Jirav's System Salary projection assumes a 1/12th monthly split of salary and there is not a systematic way to enable Bi-Weekly payroll adjustments. If this is materially important to your cashflow, this can be accomplished by utilizing drivers in your planning tables. Learn more about this option in this help article. We find that for most companies, this is not material and adds unnecessary complexity to the model.