...
| Tip |
|---|
All basic functionality in the reporting & accounting area will work without having to define teams and price lists for a project. You can create "invoices" for historic work log entries. However, all data won't have a financial dimension in this case. To fully benefit from accounting, you should create teams and pricelists for each project where you have work log data relevant for accounting (see Project Teams). To apply price lists to existing work logs, you would need to edit and save the respective work logs. |
| Table of Contents |
|---|
...
Accounting - Charge
...
Work Logs (Create "Invoice")
Setting time entries work logs to "charged" (creating a "bill" or "invoice") is done as follows:
...
For further details regarding report configuration, see Reporting.
2. Exclude Work
...
Logs (Optional)
| Info |
|---|
This option is only available in the "List View" of the report details, not in the "Structured View". See Reporting. |
You can de-select (exclude) single work log entries from your report by clicking the respective checkbox. They won't be included in the "invoice" and will remain with the status "not charged" (but they don't disappear from your report at this moment). This feature is useful if it is not possible to get exactly the results you need to invoice with the filter/search options.
...
icon or click on the invoice name. Display - work log details and summary - and options are the same like for any report (see Reporting). 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).
| Info |
|---|
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 Summary & Work Log Details
...
| Note |
|---|
If you delete a work log that had been charged, there will be no impact on existing invoices, as work log detail data for invoices had been saved separately and therefore is not taken from the JIRA work log enty, but from a different place, like described above. However, you will have the situation that a work log being part of an invoice does not longer exist in the (JIRA) work logs, which might be considered confusing. |
Revoking (Undoing) an Invoice
If you "undo" an invoice, status of all work logs is once again set to "not charged".
...