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Adding smart values for Invoices

Hi Team,

 

I've successfully setup a monthly invoice automation to start at beginning of each month. I have 2 questions

  1. How do I limit the run to 6 months. currently its setup to 10 runs as default
  2. How do I setup the smart value for the start/due date? I would like both of them to be the same date (first working day of each month)

ThanksScreen Shot 2021-10-01 at 12.28.36 pm.pngScreen Shot 2021-10-01 at 12.30.20 pm.png

 

 

2 answers

1 accepted

3 votes
Answer accepted
Pramodh M Community Leader Sep 30, 2021

Hi @Surya Durai 

For 1st One, the time limit feature is not feasible yet

For 2nd One, Please find the reference below

{{now.startOfMonth}}

Thanks,
Pramodh

Thanks @Pramodh M 

So for the time limit I just turn off the rule when needed?

Like Pramodh M likes this
Pramodh M Community Leader Sep 30, 2021

Yes, Correct

Like Surya Durai likes this
0 votes
Anton Skorniakov Marketplace Partner Sep 30, 2021

Hi, @Surya Durai

Can you please tell more about how do you work with invoices? Where do you create them and what is your workflow?

This is very interesting topic!

Thanks!

Hi @Anton Skorniakov 

We use Xero for invoices, Creating tasks in Jira makes it easier for the management.

Thanks!

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