Task tracking, time tracking, invoice process

Michael Dornan

We are a small development company in Australia, we have internal business units who are viewed as customers, and external customers.

Customers currently submit requests into Jira service desk, we then manage those as development (charged or uncharged), support or bug requests.

We use Jira and Confluence, plus bitbucket, we're not Atlassian tools experts but we're learning.

We need a process to enable task tracking, time tracking, invoice process for all requests, providing a report each month (or on digital demand) to every customer on the work we did for them, broken down into support, bigs, free dev and paid dev, and a process to turn a support/dev request into a quotable process and have it approved so we then do it and charge for it, I understand we need to do the account part separate, but as I understand it/hope all the rest should be able to be done in the Atlassin toolset.

Does anyone know of an article or HowTo or can describe how they handle this process?

 

Thanks

Aron Gombas _Midori_

Hi Michael,

What you describe is a stereotypical use case that most teams solve using Tempo, the most popular time tracking app for Jira.  It supports accounts (to represent your external customers and internal business units), report over a given period, and so.

From your Tempo and Jira data, you can generate professional invoices, more than just a raw list of worklogs, using the PDF View Plugin (I'm a developer of it).

And, of course, you can cover the whole process with Jira workflows and automations, both integrating beautifully with Tempo and PDF View Plugin.