Issue to be billed and not to be billed

Lukas Olsson

Hello,

 

I have a question. I need to know if the issue created in Jira is covered by existing quotation or if the work should be billed to the customer. We are using Jira plugin called Tempo and reporting i.e. 5h work in the issue but me as administrator must know if the work should be invoiced or not.

Any suggestions how to do this? It would have been great if a work marked as "to be billed" must be approved by administration before set to "Done".

Do you follow me?

Thanks!

Scott Theus

Hi Lukas,

You can do this with a transition screen in your workflow and use either a label or a custom field for whether the issue is billable or not. 

Assuming a simplified workflow of "Open, In Process, and Done" you could add a new status like  "Admin Approval" and set up a screen between "In Process" and "Done" and between "In Process" and "Admin Approval" that prompts the user to indicate if it is billable or not. You could then add logic to the transitions to prevent the issue from being marked "Done" if it is also marked as billable.

 

I've included a couple of links below to help with workflow transitions: 

https://confluence.atlassian.com/jirasoftwarecloud/transitioning-an-issue-777002790.html

https://confluence.atlassian.com/adminjiracloud/advanced-workflow-configuration-776636620.html

Hope this helps, 

-Scott