Tempo accounts navigator

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.

Accessing the accounts navigator

Click Tempo > ACCOUNTS more.

The accounts navigator (click to enlarge)

Creating an account

Required permission

Tempo Account Administrators permission

Procedure

1. In the accounts navigator, in the upper-right corner, click Create Account.
2. In the Create Account window, fill in the requested information, and click Create.

Related topic

Creating an account

Filtering the list of accounts

Above the list of accounts, the filter menu bar contains filter attributes, such as Lead, Category, and Type.

Filtering by searching

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.

Filtering by selecting attribute values

Complete the following steps:

1. On the filter menu bar, click a filter attribute.
2. From the list that is displayed, select one or more values of the attribute.

Filter example - by Price Table

Listing accounts that have no category, no customer, or no linked project

To list accounts that have no category, complete the following steps:

1. On the filter menu bar, click Category.
2. On the list of menu options that is displayed, at the bottom, select No Category.

Similarly, you can list accounts that have no customer or no linked project.

Selecting predefined filters

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.

Related topics

• /wiki/spaces/HCA/pages/365690935
• Configuring an account

Sorting the list of accounts

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.

Reviewing a list of unaccounted hours

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.

Related topic

In the Tempo Timesheets documentation: Unaccounted hours

Viewing the list of customers

Required permission

Tempo Account Administrators permission

Procedure

In the accounts navigator, in the upper-right corner, click Manage > Customers.

Related topics

• /wiki/spaces/HCA/pages/365690935
• Managing customers

Viewing lists of account and expense categories

• Account categories group accounts by type of logged hour, together with, for example, service provided: 'Billable hours - Website improvements'; or department: 'Internal hours - Marketing.'
• Expense categories could be, for example, "Travel," "Accommodation," and "Meals".

Required permission

Tempo Account Administrators permission

Procedure

On the Accounts page, in the upper-right corner, click Manage > Categories.

Related topic

Categorizing accounts

Viewing hourly rates

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.

Required permission

Tempo Account Administrators permission

Procedure

On the Accounts page, in the upper-right corner, click Manage > Price Tables.

Importing and exporting account data

You can move account data between Tempo Timesheets and external systems or applications.

Required permission

Tempo Account Administrators permission

Procedure

On the Accounts page, in the upper-right corner, click Manage > Import / Export Accounts, and follow the instructions on the screen.

Related topic

Import and Export

Exporting worklogs as a PDF file

If Tempo Timesheets is installed, you can export a list of all worklogs for an account over a selected period as a PDF file.

Required permission

• Approve Timesheet permission
• The following setting must be enabled in Tempo global configuration:
  'Users with Approve Timesheet permission can export lists of account worklogs as PDF files.'

Procedure

See the Tempo Timesheets documentation: Exporting worklogs as a PDF file.