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Select Accounts
in the Tempo sidebar to open the Accounts main page, and then click the Customers button in the top right.On the Customers page, click + Create Customer in the top right.
In the Create Customer form, enter Greenergy as the Name and GR1257 as the Key, which is a unique identifier for this customer and matches what's in Lunar Industries' accounting software.
Step 2: Create categories for the Tempo accounts
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Select Settings
in the Tempo sidebar.Under Accounts, select Account Categories.
For the billable account category, enter Consulting as the Name; CSLT as the Key (the Key is a unique identifier for this category); and set the Type to Billable. Click Add beside the new category to create it.
For the non-billable account category, enter Presales as the Name, PRSL as the Key, and set the Type to Operational, which can be used for non-billable hours.
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Select Accounts
in the Tempo sidebar.On the Accounts page, click the + Create Account button in the top right. The Create Account form appears.
For the billable account:
- Enter H3 Energy Billable as the Name
- Edit the automatically generated Key to be 1357. The account Key must be unique, and you can’t change it after you create the account, so make sure it’s what you want now! In this example, the account's Key matches the related data in the company's accounting system.
- Add yourself as the Account Lead
- Select Greenergy as the Customer
- Select Consulting as the Category, which is a Billable type
- Add a Contact name, who is an employee of Greenergy (external). No email is required for this.
- Link the account to both of its associated Jira Projects: Helium-3 Energy and Lunar Geology
Check Create another, then click Create. The Billable account is created and the Create Account form stays open.
For the non-billable account:
- Enter H3 Solutions as the Name
- Edit the Key to be 1457, which matches the related data in the company's accounting system.
- Add yourself as the Account Lead
- Select Greenergy as the Customer
- Select Presales as the Category, which is an Operational type
- Add the same Contact as for the billable account.
- Link the account to its associated Jira Projects: Helium-3 Presales. See Step 4 below for other ways to do this.
Click Create and the non-billable account is created.
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On the main Accounts page, click the account name to which you want to link Jira projects. Then on the account's Overview, click + Add Project Link on the right and select a Jira project from the dropdown.
OR
From a Jira project, go to the Project Settings and click Apps > Accounts. Then select an Account from the list at the top and click Link +.
You can also click the Set default button beside the account that you want to be automatically selected for all issues created in this Jira project from this point on. Setting a default account isn't mandatory, but it makes things easier for logging time, and there’s less chance of error when multiple accounts are linked to a project.
Step 5: Link Tempo accounts to the Jira issues and log time
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Open the Jira project called Helium-3 Energy, which is one of the projects for the billable consulting work for Greenergy.
Open an issue in this project.
From the Account dropdown in the issue, select the Helium-3 Energy account. Only accounts that have been linked to this Jira project appear in this dropdown.
Log all consulting work to this issue and the hours will be automatically assigned to this billable account.
For pre-sales work, open the H3 Presales Jira project and select as the H3 Solutions account (non-billable) in the Account dropdown in its issues. Then log the hours related to presales to these issues. All hours will then be automatically assigned to that non-billable account
As time goes on, Catherine can check how much time is logged to each account in its Timesheet - see Viewing Time Logged to Tempo Accounts for information.
Step 6: Create a report on billable accounts for invoicing
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Select Reports
in the Tempo sidebar, then click the Logged Time tile.For the first customer account report: In the Create Logged Time Report wizard, select Customer in the Filter by field and check Greenergy in this list.
In the Group by field, select Account, Project, and Issue. This way, the time logged to each Jira issue is grouped separately into the two accounts for this customer: billable and non-billable with each project listed beneath it.
Click Create and the customer's accounts report is done.
In the date picker in the top left, select Last and then Month to create a report where the data shown is always for the last month relative to the current date (a dynamic-period report). Click Apply.
Click Save at the top and give the report a name, such as Greenergy Customer Accounts - Monthly, and click Save Report.
Click Export in the top right and select XLS Report Data, which saves the report in the Excel format.
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Remove Account from the Group by field, keep Project and Issue, and then add User and Worklog. Click Apply.
By adding User and Worklog, Greenergy knows who is doing the work for them and all the details down to the individual worklog.
Click in the Filter by field and then select CATEGORY TYPES and check Billable, so only the billable accounts for Greenergy will be displayed.
Open the Save menu and choose Save as and give the report a name, such as Greenergy Billable Accounts - January 2022.
Click Export in the top right and select XLS Report Data, which saves the report in the Excel format.
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