Billable versus non billable issues

[Tina Kochar]

I need guidance on how I do the following:

1. Set an issue as billable or non-billable (I do not want this to be controlled by the user - I want the admin / project lead that creates the tickets to be able to set this at the ticket level).  The project at the header level is NOT billable.  only certain tasks / tickets are billable for my organization and this is not something that my users are aware of.  

2. Report in Tempo by billable / non-billable tickets. 

[Walter Buggenhout · Accepted solution]

I would recommend you manage this through Tempo Accounts (which come included with Tempo Timesheets).

Each account can be assigned an account category (see Tempo documentation).

Create 2 accounts for your project; 1 billable and 1 non billable.

Make sure to expose the account field on your issue screens, so you have 1 account associated with each ticket. All hours logged against a ticket will automatically roll up into that account and - thus - the desired account category.

[Tina Kochar]

Walter - thank you for the feedback! This was a great way to manage it - we've put the accounts / configurations in place and will run our test for April billing.  I appreciate the guidance. 

[Warren]

There are various ways to set this up on the Jira side

• A check box custom field for Billable
• Use a different issue type for Billable and Non billable
• ...

Then on the Tempo side, you can set up custom reports using JQL filters, one for each