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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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Invoice List
Go to
ictime - Reporting & Accounting - Accounting
In the invoice list, you can
- search for invoices
- view all
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- invoices
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- ,
- view invoice summary and details (including the option to download data),
- edit invoices
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- revoke invoices.
By default, the list shows all invoices. You can filter the list by project, search by invoice number and filter by date range:
XXX
The list shows the following information:
XXX
| 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 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 (might not be the same like the sum from ictime) | optional |
| Text | Text with further 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 |
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| Icon | Action | Description | Remarks |
|---|---|---|---|
| View | View invoice details (work logs and summary for this invoice), download report. | 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 charged" again) |
By default, the list shows all invoices. You can filter the list by project, search by invoice number and filter by date range:
View Invoice (Work Log Details & Financial Summary)
To view the details of an invoice, i.e. all work logs included as well as the financial summary, click on the respective
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