Reports and Accounting

Hi Tobias,

Quick question as we're about to run invoicing for the first time...

The way we bill is to only bill "completed" tickets, not all time logs.

We like the way we can allocate them to an 'invoice', but in our case we either need to filter out only resolved issues, or be able to select which issues are being marked as invoiced.

Your thoughts would be appreciated, as our billing run is on 28-Feb. :)

Alternatively an additional field for "billed" or "invoiced" would allow us to get around this limitation.

1 answer

1 accepted

Hi Arron,

What you would need is either a filter by issue status when doing the report or a simple approval workflow where someone can decide what is going to be billable and what not.

Approval will come in one of the next versions (probably 2.5), but I have no date yet. Regarding a filter by issue status, this is something I would need to check, if it is simple, we might consider it in one of the next minor releases.

Best regards

Tobias

Hi Tobias,

The filter would be awesome right about now, and would allow us to make our billing streamlined.

The approval sounds great too, but I can see why it's a major release, it won't be simple (I'm programming an approval engine at the moment!).

Thanks for getting back to me.

Regards,

Arron

Suggest an answer

Log in or Sign up to answer
How to earn badges on the Atlassian Community

How to earn badges on the Atlassian Community

Badges are a great way to show off community activity, whether you’re a newbie or a Champion.

Learn more
Community showcase
Published Tuesday in Marketplace Apps

If you’re an Atlassian app developer, you’ll want to know about Atlas Camp!

This September 6-7, hundreds of Atlassian App developers will flock to Barcelona Spain to build skills, discover product roadmaps, meet face-to-face with the Atlassian team, and learn how to extend t...

113 views 0 3
Read article

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you