Via the invoice list, you can access all invoices you have created and can edit certain data or revoke complete invoices. This chapter also explains some implications of JIRA oprations on issues where work logs have already been charged.
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Account List
In the invoice account list, you can
- search for invoicesaccounts,
- view all invoicesaccounts,
- view invoice summary and details (including the option to download data),
- edit invoicesaccounts
- revoke invoicesaccounts (undo the process of charging work logs).
Go to
ictime - Reporting & Accounting - Accounting
By default, the list shows all invoices. You can filter the list by project, search by invoice number and filter by date range:
The list shows the following information:
| Field | Description | Remarks | ||
|---|---|---|---|---|
| NameDate | Name Account date you have set when creating/editing the invoiceaccount. | DateNot necessarily the creation date. | ||
| Invoice No. | Invoice date number you have set when creating/editing the invoiceaccount. | Not necessarily the creation date. | Invoice No. | Invoice number |
| Project | Project key. | Accounts can only contain work logs of one single project. | ||
| Name | Name you have set when creating/editing the | invoiceaccount. | ||
| Billed Sum | Sum Total that has been or will be charged in the real involice to the customer (might not be the same like the sum from ictime) | optional | ||
| Calculated (Chargeable) | The (financial) amount that is calculated by ictime (based on the report that was used to create this account). | |||
| Text | Text with further information for this invoiceaccounts. | optional | ||
| Comment | Additional comment (e.g. to explain why there is a difference between the result from ictime and the billed sum) | optional |
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| Icon | Action | Description | Remarks |
|---|---|---|---|
| View | View invoice account details (work logs and financial summary for this invoice), download data as .xls file. | You can also view the details by clicking on the invoice name. | |
| Edit | Edit "meta data" of the invoice like name, date, text etc. | You can't edit the work logs included in the invoice. | |
| Revoke | Delete invoice account and "release" work logs again (work logs are in status "not charged" again) |
View
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Account (Work Log Details &
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Summary)
To view the details of an invoiceaccount, i.e. all work logs included as well as the financial summary, click on the
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