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Defining Financial activity type for Jira tickets

Kevin Bonner October 17, 2021

Hello all,

I'd like to get advice on how companies that use Jira manage identifying financial activity types i.e. Software Capitalisation, Hardware Capitalisation, R & D Tax eligible and Expensed.

As part of the financial auditing process, an auditor may scrutinize individual tasks, stories or a level up at the epic level. Furthermore we have an additional level that sits above epics, Initiatives.

As a company we need to ensure that all jira tickets that have time logged against them are somehow attributed to a financial activity type.

Our current implementation has been to create a Finance activity type field at the top level (Initiative) and have the project managers try to ensure that only epics (that sit under an initiative) and their children are attributable to that particular financial activity type. It has become apparent that it is too much effort for our PMs to manage, as there could be 100's of tickets under an initiative.

Challenges - 

We don't want to train all individuals in the company that raise tickets to know how to categorise a ticket by finance activity type (as that could be everyone).

Please help!

Thank you



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