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Invoice List
Go to
ictime - Reporting & Accounting - Accounting
In the invoice list, you can
- search for invoices
- view all invoices,
- view invoice summary and details (including the option to download data),
- edit invoices
- revoke invoices.
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:
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The list shows the following information:
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| Field | Description | Remarks | ||
|---|---|---|---|---|
| Name | A name that helps you to identify this invoice. | Pre-populated with the project name. | ||
| Date | Invoice date . You can set any date in the future or past, too.Pre-populated with the current you have set when creating/editing the invoice. | Not necessarily the creation date. | ||
| Invoice No. | Invoice no.Either a dummy number or the real invoice number (you might first enter a placeholder and later on replace it by the real invoice number). | Billed Sum | sum you have charged you have set when creating/editing the invoice. | |
| Billed Sum | Sum 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 | ||
| Text | Text with further information information for this invoice. | optional | ||
| Comment | Additional comment (e.g. to explain why there is a difference between the result from ictime and the billed sum) | optional |
The following operations are available:
| Icon | Action | Description | Remarks |
|---|---|---|---|
| View | View invoice details (work logs and financial summary for this invoice), download reportdata 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 and "release" work logs again (work logs are in status "nor not charged" again) |
View Invoice (Work Log Details & Financial Summary)
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icon or click on the invoice name. Display - work log details and summary - and options are the same like for any report (see Reporting Reports: Work Log Details and Reports: Financial Summary). 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 (see below).
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Please note that for technical reasons, longer work log descriptions are reduced to max. 255 characters for the stored invoice data. This limit does not affect the original work log data which remains unchanged. |
Download
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Work Log Details and Financial 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 here from the view mode of an invoice.
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Edit Invoice
To edit an invoice, 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 invoice. If you require to change work log entries, you need to revoke the invoice and create a new one (see below).
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Revoke Invoice
You can revoke any invoice. Revoking an invoice means that the invoice itself is deleted and all time entries belonging to the invoice are set to status "not charged" again.
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