Help Center

Back to home

Help Center

Getting Started

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

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

See more

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

See more

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