Go through the Onboarding Tasks list to set up your Jirav account.
Onboarding Tasks include the list of the steps that Jirav Users will need to take in order to get started within Jirav. There is navigational assistance that will bring you directly to where you can configure each Setting.
The Onboarding Steps can be displayed by clicking on the Ellipsis 
in the top right corner (below the Settings⚙️) under:
- Dashboards
- Reports
- Plans
The Onboarding Tasks guide includes the following Steps:
- Getting Started: New to Jirav? You are in the right place. Let’s set up your account.
- General Ledger: Importing your Actual Accounting data enables Jirav to create realistic Metrics, Dashboards and Reports. It also helps you forecast and plan.
- Staffing: Import your current employee roster to Jirav to serve as the foundation for predicting salaries and wages, and facilitate headcount reporting.
- Departments: Departments are used to plan, analyze and report within Jirav. Use Departments in planning to build up a plan at the department level that automatically rolls up to the total company.
- Company Settings: Define system-level account settings for Jirav.
- Accounts Receivable and Payable: Setup Accounts Receivable and Payable for your company’s Balance Sheet.
- Auto Forecast: Auto-Forecast is a feature that creates a simple trended forecast with little to no setup. It is enabled by default.
- Auto Roll-forward: Streamline your month-end operations by automatically advancing your plan(s) cutover date. This feature can be activated by plan, allowing you to specify the exact day of the month for the roll forward.
- Dashboards: Dashboards let you tell a story using different types of beautifully designed charts and tables, collectively called Tiles.
- Reports: Reports play a crucial role in simplifying the financial reporting process by providing up-to-date information to company stakeholders. Stakeholders can gain valuable insights from reports to help them make informed decisions.