Adding smart values for Invoices

[Surya Durai]

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)

Thanks

[Pramodh M · Accepted solution]

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

[Surya Durai]

Thanks @Pramodh M 

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

[Pramodh M]

Yes, Correct

[Anton Skorniakov]

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!

[Surya Durai]

Hi @Anton Skorniakov 

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

Thanks!