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The list shows the following information:
Depending on the number of accounts, a pagination/following page navigation will appear above the list.
| Field | Description | Remarks |
|---|---|---|
| Date | Account date you have set when creating/editing the account. | Not necessarily the creation date. |
| Invoice No. | Invoice number you have set when creating/editing the account. | |
| Project | Project key. | Accounts can only contain work logs of one single project. |
| Name | Name you have set when creating/editing the account. | |
| Billed | 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 accounts. | 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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To view the details of an account, i.e. all work logs included as well as the financial summary, click on the
icon or click on the invoice account name. Display - work log details and summary - and options are basically the same like for any report (see Reports: Work Log Details and Reports: Summary & Analysis). However, the data is stored in a different place to ensure that deleting issues or work logs in JIRA can never affect an existing invoice account (see below).
| Info |
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Please note that for technical reasons, longer work log descriptions are reduced to max. 255 characters for the stored invoice account data. This limit does not affect the original work log data which remains unchanged. |
Download Work Log Details and
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Summary
If you want to download details and summary of the report, you can do that before you finally create the "invoice", or you can do it when viewing an invoice.
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Same for the financial summary:
Edit
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Account
To edit an invoiceaccount, click on the edit icon:
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You can edit all data, but you can't change the work log entries that are part of this invoiceaccount. If you require to change work log entries, you need to revoke the invoice account and create a new one (see below).
Revoke Account (Undo Charging Work Logs)
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You can revoke any invoiceaccount. Revoking an invoice account means that the invoice account itself is deleted and all work logs belonging to the invoice account are set to status "not charged" again.
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and click the icon "revoke" for the invoice account you want to revoke.
After confirming the action, the invoice account will be deleted and all work logs included in this invoice account will be in status "not charged" again.
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Keep in mind that revoking an invoice account makes work logs available again for operations like edit or delete (unless this is not possible e.g. because of approval status or project status). Revoking However, revoking an invoice account can't bring back work logs that have been deleted via functionality not controlled by ictime (see below). |
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