Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Accounts are a way to track time across multiple teams and multiple projects. By connecting accounts to specific projects, worklogs can be assigned to accounts to provide data for reporting and bookkeeping.

If you have Tempo Accounts Administrator permissions, you can create, manage, and delete accounts in the Accounts  view.

...

bgColor#e8f4fc
borderWidth0

...

titleTo create an account

...

bgColor#e8f4fc
borderWidth0

...

titleTo edit an account

...

bgColor#e8f4fc
borderWidth0

...

titleTo change the status of an account

...

bgColor#e8f4fc
borderWidth0

...

titleTo add a monthly budget to accounts

...

bgColor#e8f4fc
borderWidth0

...

titleTo delete an account

...

 By adding the Tempo Account custom field

...

titleTo make the Tempo Accounts field required

...

Then, link the account to the Jira project you wish to populate the drop-down.

...

bgColor#e8f4fc
borderWidth0

...

titleTo link an account to a Jira project

...

to the Jira issue view

...

bgColor#e8f4fc
borderWidth0

...

titleTo associate accounts with Jira issues

...

bgColor#e8f4fc
borderWidth0

 and then link the Account to the Jira project you can associate issue worklogs to that account.

...

titleTo create a category

...

bgColor#e8f4fc
borderWidth0

...

titleTo delete a category

...

Accounts can be linked to categories for more detailed reporting. For example, if you have multiple accounts that contain sales and marketing data, you can create a new 'Sales and Marketing' category and assign those accounts to it.

...

bgColor#e8f4fc
borderWidth0

 To make it easier to search for similar accounts you can also assign them to a customer. For example, if you have multiple accounts containing data for a single customer, you can create a new customer and assign those accounts to it.

...

...

bgColor#e8f4fc
borderWidth0

...

titleTo create a customer

...

bgColor#e8f4fc
borderWidth0

...

titleTo view customer information and accounts

...

bgColor#e8f4fc
borderWidth0

...

titleTo delete a customer

...

You can view all worklogs tied to an account using the Timesheet view. The Revenue and Time and Expenses reports also provide overviews of revenues and price rates and help you invoice your customers.

...

bgColor#e8f4fc
borderWidth0

...

titleTo view account revenue and target

...

bgColor#e8f4fc
borderWidth0

...

titleTo view time and expenses report

...

If you log expenses to an issue, the Account Lead can view the expenses in the Time and Expenses report and on the account revenue graph.

...

bgColor#e8f4fc
borderWidth0

...

titleTo add expenses to Jira issues

...

By default, a default price table is applied to accounts, but you can create and apply your own price tables.

...

bgColor#e8f4fc
borderWidth0

...

titleTo select a price table for accounts

...

bgColor#e8f4fc
borderWidth0

...

titleTo set price rates

...

You can import and export information in accounts directly to and from a CSV file in the Settings Image Modified view. This is a quick and easy way to transfer large amounts of data. Before you import information into Accounts, you should ensure that it's formatted in a way that Tempo can read the information. If you are unsure about how to best format your content, you can use the simple template we have provided.

...

bgColor#e8f4fc
borderWidth0

...

titleTo download the sample CSV template for importing accounts

...

bgColor#e8f4fc
borderWidth0

...

titleTo import and export accounts

...