A Tempo account can represent a customer project, a cost center, or a contract. You can link JIRA issues to accounts and categorize work by, for example, type of work, customer, or project. In the accounts navigator, you can view a list of all accounts that you have access to. You can search and filter accounts that are linked to JIRA projects. You must have permission to view the projects.
Click Tempo > ACCOUNTS more.
The accounts navigator (click to enlarge)
Tempo Account Administrators permission
Above the list of accounts, the filter menu bar contains filter attributes, such as Lead, Category, and Type.
On the filter menu bar, in the search field, type text that you want to search for, and press Enter. Accounts that contain the text in one or more of the fields of the account are listed. The Status and Projects (Links) fields are not searched.
Complete the following steps:
Filter example - by Price Table
To list accounts that have no category, complete the following steps:
Similarly, you can list accounts that have no customer or no linked project.
To display... | On the left sidebar... |
---|---|
All active accounts that are linked to projects that you have permission to view | Click Open and Closed. |
All accounts that you lead | Click Led by Me. |
If you have Tempo Account Administrators permission, you can filter the list of accounts to display all archived accounts, global accounts, or accounts that are not associated with a project, customer, or account category, by clicking the corresponding options on the left sidebar.
By default, the account list is sorted alphabetically by account name. You can sort the list by type (T), key, lead, category, customer, contact, or status by clicking the corresponding column heading.
If Tempo Timesheets is installed and if hours are unaccounted for because, for example, an issue is not linked to an account, you can review the Unaccounted Hours page and account for all hours on that page.
In the Tempo Timesheets documentation: Unaccounted hours
Tempo Account Administrators permission
In the accounts navigator, in the upper-right corner, click Manage > Customers.
Tempo Account Administrators permission
On the Accounts page, in the upper-right corner, click Manage > Categories.
If Tempo Timesheets is installed, you can view the hourly rates at which your company charges customers, based on team roles. Hourly rates are defined in price tables.
Tempo Account Administrators permission
On the Accounts page, in the upper-right corner, click Manage > Price Tables.
You can move account data between Tempo Timesheets and external systems or applications.
Tempo Account Administrators permission
On the Accounts page, in the upper-right corner, click Manage > Import / Export Accounts, and follow the instructions on the screen.
If Tempo Timesheets is installed, you can export a list of all worklogs for an account over a selected period as a PDF file.
See the Tempo Timesheets documentation: Exporting worklogs as a PDF file.