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Partner Program
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Report Overview
Learn More About Reports
Dashboard
Dashboard Overview
Learn More About Dashboards
Plans
Planning Overview
Plan Administration
Revenue & Expense Planning
Workforce Planning
Balance Sheet and Cash Planning
Collaboration
Users, Groups & Roles
Sharing Plans, Reports & Dashboards
Integrations
Accounting
Workforce
Other
Settings
Chart of Accounts
Departments
Users
Company
Variances
Cash Flow
Custom Tables
Goals
Audit Log
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Actuals
Learning & Education
Core Curriculum
Taking a Deeper Dive
Partner Program
Partner Portal
Firm Onboarding
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
Release Notes
Other Articles
Guides and Checklists
How Tos
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Help Center
Partner Program
Getting Started
Welcome to Jirav Help Center
Initial Account Setup
Navigation & Terminology
Report
Report Overview
Learn More About Reports
Dashboard
Dashboard Overview
Learn More About Dashboards
Plans
Planning Overview
Plan Administration
Revenue & Expense Planning
Workforce Planning
Balance Sheet and Cash Planning
Collaboration
Users, Groups & Roles
Sharing Plans, Reports & Dashboards
Integrations
Accounting
Workforce
Other
Settings
Chart of Accounts
Departments
Users
Company
Variances
Cash Flow
Custom Tables
Goals
Audit Log
Billing
Actuals
Learning & Education
Core Curriculum
Taking a Deeper Dive
Partner Program
Partner Portal
Firm Onboarding
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
Release Notes
Other Articles
Guides and Checklists
How Tos
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
Naming your Jirav Account
See more
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
See more
