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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

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 Desktop - Actual Import Instructions

QuickBooks Online - Actual Import Instructions

Netsuite - Actual Import Instructions

Sage Intacct - Actual Import Instructions

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Plans Documentation

Plan Management.

Active & Archived Plans.

Plan of Record (POR).

Report Documentation

Report Templates.

Report Types

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

Create Custom Tables.

Import Custom Table Actuals from GoogleSheet or Excel

Create a Cumulative Formula

Working with Plan Tables.

Workforce Documentation

Importing Workforce Via Excel

Staffing: Adding, Removing, and Reviewing.

Driver & Assumption Documentation

Setting up Drivers in Jirav

Driver Model Map

What is a Global Driver?

Create a Global Driver

Periodic Drivers

Plan Drivers.

Allocations

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Capital Documentation

CapEx Assets & Drivers

Bookings Module Documentation

Quota Bearing Staff

Setting Up Products in Jirav

Product Bookings

Customer Segments

Importing Your Customers - Import Info

Importing Your Customers - Steps

Forecasting Revenue in Enterprise

Quota Based

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Collaboration Documentation

Collaboration (Sharing Plans)

Task Management

Account Administration Documentation

Billing.

(Coming Soon) Account Types and Usage Limits