Tracking Billable Hours Using the Billable Feature

In this tutorial, you will learn how to use Tempo Accounts and the Billable feature to easily track billable hour hours in order to create an invoice for a customer. This method is simpler to set up than using two accounts to track both billable and non-billable hours.

You need Tempo Timesheets for Cloud to complete these tasks.

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The scenario: Beverly wants to track the billable work that her team will be doing for Zaibatsu, a customer.

Get set up:

Step 1: Create a customer

Creating Customers - Select Accounts Accounts.png in the Tempo sidebar on the left, and click the Customers button in the top right. Then click +Create Customer in the top right.

Beverly creates a new customer with the Name of Zaibatsu. She enters ZBT as the Key, which is a unique identifier for this customer.

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Step 2: Create an account

Creating Accounts - Select Accounts Accounts.png in the Tempo sidebar, then click + Create Account in the top right and fill in the Create Account form.

Now Beverly is ready to create an account for the customer for tracking work. She enters Zaibatsu Bill as the Name and edits the automatically generated Key to ZBILL. This Key is a unique identifier that can't be changed once you've saved it.

She adds Zaibatsu as the Customer to which this account is linked.

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Step 3: Link the account to its related Jira projects

Linking Accounts to Jira Projects - On the main Accounts page, select the account to which you want to link Jira projects. Then on the account's information page, click +Add Project Link on the right and select a Jira project from the dropdown.

For the Zaibatsu Bill account, Beverly selects CLOUD from the Projects dropdown to link it to that account. Then she clicks +Add Project Link again and selects Tango OnDemand to link that project too.

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Step 4: Log both total hours worked and Billable hours worked

Now Beverly and her team can log time to issues in the Jira projects to which the account is linked.

She clicks Log Time in My Work: in the Log Time form, she selects a Jira issue related to the project for her customer. Then she selects Zaibatsu Bill from the Accounts dropdown to link this issue to this customer's account.

Now he enters the total number of hours worked in the Duration field, then enters the number of Billable hours specifically in the Billable field.

This field appears because the Set Billable Hours permission was granted to her by the Jira Administrator - see the Get Set Up section above.

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Step 5: Create a report on billable hours for invoicing

Creating Reports - Select Reports Reports_LessPadding_copy.png in the Tempo sidebar, then click the Logged Time tile. In the Create Logged Time Report form, select one or more options in the Filter by and Group by fields, then click Create.

All the work for Zaibatsu has been logged and now Beverly can generate a report that shows the billable hours versus total hours worked. This will be the invoice that she sends to the customer.

She clicks Logged Time, and report form opens. She selects CUSTOMERS from the Filter by field and checks Zaibatsu

In the Group by field, she selects Account and Issue. This way, the time logged to each Jira issue is grouped into the customer's account. 

To see the billable hours logged in a column, she selects the Billable option from the Overview menu at the top right. By default, the Logged hours are displayed in a column, which are the total number of hours that were worked per issue. This makes it easy to compare the Billable vs Logged hours per issue.

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She'll export this report as an Excel spreadsheet - Exporting Reports. Then she can create an invoice for the customer, Zaibatsu, and send it to them.

Finally, she'll save this report so that she can run it again later - Saving and Deleting Reports