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CAPEX/OPEX tracking, finance and stuff..

Dear all, is there anyone successfully using JIRA or other Atlassian tools for distinguishing capex/opex? Tempo accounts? Any additional value to be found for finance besides "jira tickets and workflows" to manage their processes? Someone using financial reporting? 

Thanks for any feedback and hints.

3 answers

There is an attempt to merry Jira and financial reporting that can be applied to CAPEX -- https://marketplace.atlassian.com/apps/1218809/quantify-ai. Feedback and thoughts are welcome!

1 vote

Hi,

A way a customer of ours resolve this is to create jira custom select fields called Capex with a Yes/No value. Then this is selected for every ticket. They also add a WBSO filed for tax credits reference and R&D filed with values for each ticket

At the end since they needed to send a custom EXCEL report to their finance department containing  only the JIRA Data they needed  plus the location-city of the person that is logging hours they chose our app - Timescale to do that.

Try Ledgerify App : https://marketplace.atlassian.com/apps/1221248/ledgerify?hosting=cloud&tab=overview 

It's simple to use. Gives you finance and time/cost information instantly in the ticket view and allows to separate views for developers and managers. 

You can create different 'clients' or projects and track CAPEX/OPEX & other expenses separately there.

 

Universal tool for projects cost controlling, finance, timesheet and client CRM. all in one.

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