Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
Community Members
Community Events
Community Groups

Defining Financial activity type for Jira tickets


Hello all,

I'd like to get advice on how companies that use Jira manage identifying financial activity types i.e. Software Capitalisation, Hardware Capitalisation, R & D Tax eligible and Expensed.

As part of the financial auditing process, an auditor may scrutinize individual tasks, stories or a level up at the epic level. Furthermore we have an additional level that sits above epics, Initiatives.

As a company we need to ensure that all jira tickets that have time logged against them are somehow attributed to a financial activity type.

Our current implementation has been to create a Finance activity type field at the top level (Initiative) and have the project managers try to ensure that only epics (that sit under an initiative) and their children are attributable to that particular financial activity type. It has become apparent that it is too much effort for our PMs to manage, as there could be 100's of tickets under an initiative.

Challenges - 

We don't want to train all individuals in the company that raise tickets to know how to categorise a ticket by finance activity type (as that could be everyone).

Please help!

Thank you



Log in or Sign up to comment
Community showcase
Published in Jira Software

An update on Jira Software customer feedback – June 2022

Hello Atlassian Community! Feedback from customers like you has helped us shape and improve Jira Software. As Head of Product, Jira Software, I wanted to take this opportunity to share an update on...

2,557 views 6 23
Read article

Atlassian Community Events