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Partner Program
Getting Started
Introduction to Jirav
Setup for Success
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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
Workforce Documentation
Plans Documentation
Report Documentation
Dashboard Documentation
Custom Tables 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
Partner Program
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
Workforce Documentation
Plans Documentation
Report Documentation
Dashboard Documentation
Custom Tables 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
Partner Program
Learn how to leverage the partner portal, get certified, and add business processes to improve your business.
Partner Portal
FAQ's on Partner Portal
Overview of Partner Portal
Add an Admin to Partner Portal
Add users in Partner Portal
Add your Firm's Logo to Jirav Partner Portal
Cloning Accounts in Partner Portal
Add a Company
Deleting Accounts
Adding/Removing Users to Jirav Accounts in Partner Portal
Upgrade your Jirav account in Partner Portal
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Firm Onboarding
Firm Onboarding Program
Defining the Standard Dashboard & Reporting Template
Certification
Certification Exam Sign Up
Certification - Reporting & Dashboards
The Advisory Conversation with Jirav Lite - End to End video of Lite
The advisory conversation with Jirav Lite - learning capstone
Starting the Advisory Conversation - Complete Video
Create the T12M KPI
Add the T12M KPI to the Executive Summary Report
Create the T12M KPI Dashboard
Create a Custom Group Tile
Have the Advisory Conversation
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