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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



Thanks @Pramodh M 

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

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Pramodh M Community Leader Sep 30, 2021

Yes, Correct

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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!


Hi @Anton Skorniakov 

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


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