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Getting Started
Getting Started
Introduction to Jirav
Setup for Success
Kickoff the Plan
Workforce Planning
Operating Expense Planning
Revenue & COGS Planning
Balance Sheet & Cash Flow Planning
Reporting & Dashboards
Collaboration
Learning & Education
Core Curriculum: 2022 - Quarter 2
Product Documentation
User Administration Documentation
System Setup Documentation
Accounting Imports Documentation
Plans Documentation
Report Documentation
Dashboard Documentation
Custom Tables Documentation
Workforce Documentation
Driver & Assumption Documentation
Capital Documentation
Collaboration Documentation
Account Administration Documentation
Release Notes
Tips, Tricks, & FAQ's
General Tips & Tricks
Actual Imports Tips & Tricks
Operating Expense Tips & Tricks
Revenue Planning Tips & Tricks
Balance Sheet Planning Tips & Tricks
Dashboard Tips & Tricks
Report Tips & Tricks
Partner Program
Partner Portal
Firm Onboarding
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
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Help Center
Getting Started
Getting Started
Introduction to Jirav
Setup for Success
Kickoff the Plan
Workforce Planning
Operating Expense Planning
Revenue & COGS Planning
Balance Sheet & Cash Flow Planning
Reporting & Dashboards
Collaboration
Learning & Education
Core Curriculum: 2022 - Quarter 2
Product Documentation
User Administration Documentation
System Setup Documentation
Accounting Imports Documentation
Plans Documentation
Report Documentation
Dashboard Documentation
Custom Tables Documentation
Workforce Documentation
Driver & Assumption Documentation
Capital Documentation
Collaboration Documentation
Account Administration Documentation
Release Notes
Tips, Tricks, & FAQ's
General Tips & Tricks
Actual Imports Tips & Tricks
Operating Expense Tips & Tricks
Revenue Planning Tips & Tricks
Balance Sheet Planning Tips & Tricks
Dashboard Tips & Tricks
Report Tips & Tricks
Partner Program
Partner Portal
Firm Onboarding
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
Getting Started
New to Jirav? You are in the right place. Learn the basics then work step-by-step to setup your base Jirav model.
Introduction to Jirav
Glossary of Jirav Terms
Welcome to the Jirav Help Center
Contact Us - Submit a ticket for Support today!
Jirav Navigation & Terminology
3 Way Financials in Jirav
Jirav Implementation Checklist
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Setup for Success
Step 1: Integrate your Accounting System
Step 2: Customize your Chart of Accounts
Step 3: Import your Workforce Actuals
Step 4: Configure your Departments
Kickoff the Plan
Step 5: Configure System Cash & Create your Plan
Workforce Planning
Step 6: Configure System Salary Expense
Step 7: Add Assumptions & Drivers for Staffing Related Costs
Step 8: Plan for Staffing Changes
Operating Expense Planning
Step 9: Introduction to OpEx planning with Assumptions, Drivers & Sub-Items
Step 10: Create a % of Revenue OpEx Driver
Step 11: Create a $ per Headcount OpEx Driver
Step 12: Create a Trended Actuals OpEx Driver
Step 13: Plan using Subitems
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Revenue & COGS Planning
Step 14: Create a Simple Revenue Forecast
Step 15: Create a Detailed Revenue Model with a Custom Table (Optional)
Step 16: Allocate Expenses to COGS
Balance Sheet & Cash Flow Planning
Step 17: Plan for a Capital Expenditure
Step 18: Plan for Accounts Receivable & Accounts Payable
Step 19: Plan for Accrued Bonuses
Step 20: Plan for Prepaid Insurance
Reporting & Dashboards
Step 21: Customize & Share a Dashboard
Step 22: Customize, Publish & Share a Report Template
Collaboration
Step 23: Collaborate with your Team in Jirav