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Tips, Tricks, & FAQ's

Tips, Tricks, & FAQ's

FAQs, best practices and advanced modeling topics

General Tips & Tricks

FAQ: Why is my not driver calculating in Actuals?

Month-End Close Steps

Taking Ownership of a Jirav Model

Rolling Forecast Checklist

Annual Budget Steps

SaaS Metrics

Fullscreen Tables

KPI's

Rolling Forecasts (Budget vs Actual)

Hamburger Icon Workaround

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Actual Imports Tips & Tricks

Quickbooks - Invalid COA Structure Error

How can error code:4099 be resolved when connecting to QuickBooks Desktop?

Custom & Workforce Actuals Troubleshooting

Accounting Actuals Troubleshooting

Verify Close Month in Netsuite

Setting Up Tracking Categories in Xero

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Operating Expense Tips & Tricks

Driver Example: Rent

Driver Example: Travel

Revenue Planning Tips & Tricks

Quota Based Bookings Forecast

Revenue Recognition Waterfall

Template 1: Subscription Revenue

(coming soon) CAC Revenue Forecast

Driver Example: COGS

Direct Revenue Modeling

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Balance Sheet Planning Tips & Tricks

Fixed Assets and Depreciation

Accounts Receivable Tips & Tricks

System Accounts Payable FAQs

Simple Deferred Revenue with Jirav Pro

Simple Interest Loan

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Dashboard Tips & Tricks

Share your Dashboard

Hyperlinks in Text Tiles

Close Month on Tiles

Report Tips & Tricks

Export to excel

Share your Reporting Package

Reporting Templates & Published Packages.

Create an Executive Summary

Screen Shots in Reports

Present Cash Burn on a Report

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