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Product Documentation

Product Documentation

Detailed Jirav Documentation & Instructions

User Administration Documentation

Signing in

User Management.

User Role Permission Types.

User Groups.

System Setup Documentation

Setup

Glossary

Company Setup.

Customize the Chart of Accounts (COA).

Departments.

Cash Flow

Adjust Notification Settings in Jirav

Defining Variances Rules.

Close Month.

Defining Goals.

The UA Picker

Audit Log

Ranges

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Accounting Imports Documentation

Actuals and Jirav.

Accounting Integration Capabilities

Xero - Actual Import Instructions

Xero - Using Tracking Departments

QuickBooks Online - Actual Import Instructions

QuickBooks Desktop - Actual Import Instructions

Netsuite - Actual Import Instructions

Sage Intacct - Actual Import Instructions

Excel - Manual Import Instructions

Prepare Excel Accounting Actuals Template for Manual Import

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Workforce Documentation

ADP Run (Accountants & Clients) - Workforce Import Instructions

ADP Run (Direct Customers) - Workforce Import Instructions

Staffing: Adding, Removing, and Reviewing.

UKG Ready - Workforce Import Instructions

Paylocity - Workforce Import Instructions

Paychex Flex - Workforce Import Instructions

TriNet - Workforce Import Instructions

BambooHR - Workforce Import Instructions

Justworks - Workforce Import Instructions

Excel - Workforce Import Instructions

gusto - Workforce Import Instructions

ADP Run - Workforce Import Instructions

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Plans Documentation

Plan Management.

Active & Archived Plans.

Plan of Record (POR).

Report Documentation

How to create Account Groupings in the Executive Summary Report

Customize the Reporting Categories

Reporting on Terminated Staff

Report Templates.

Report Types

Report Number Formatting

Variance Analysis in Reports

Custom & Executive Summary Customization

Edit Report Columns

Published Reports

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Dashboard Documentation

Dashboard & Tiles Overview.

Multiple Dashboards

Bar Tiles

Column Tile

Numerical Tile

Table Tiles

Text Tiles

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Custom Tables Documentation

Professional Services Revenue

Create Custom Tables.

Import Custom Table Actuals from GoogleSheet or Excel

Create a Cumulative Formula

Working with Plan Tables.

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Driver & Assumption Documentation

Standard Drivers

Setting up Drivers in Jirav

Driver Model Map

What is a Global Driver?

Create a Global Driver

Periodic Change Drivers

Plan Drivers.

Allocations

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Capital Documentation

CapEx Assets & Drivers

Collaboration Documentation

Collaboration (Sharing Plans)

Task Management

Account Administration Documentation

Billing managed by Jirav

Manage billing for self sign up customers

Naming your Jirav Account

(Coming Soon) Account Types and Usage Limits

Release Notes

Release Notes - Updated June 2022