Selecting an Account Billing Rate

Creating Tempo accounts requires the Tempo Account Administrator permission.

You must be the Account Lead or a Tempo Account Administrator to edit an account.

If you have Financial Manager installed and want to track your revenue, you can associate a global billing rate table with the account. Billing rate tables are centrally managed by a Tempo Rate Administrator.

Jira issues are associated with an account when:

• the account is linked to a project in Tempo

• the Tempo Account field is added to the Jira issues screen

• the account work attribute is added

When a Tempo user logs work against a Jira issue that’s associated with an account, the account billing rate is used to determine revenue in a Financial Manager project that includes the issue.

1. Open an account, and navigate to the Billing Rates tab.

   

2. Select a billing rate table.

   

3. Click Apply.

Now, when a Financial Manager project that is configured to apply account rates includes work for this account, the account’s billing rate is used for that work.

For example, if a project tracks work from two different accounts, both account rates are used to determine the project’s revenue. The worklogs associated with Account A use Account A’s billing rates. The worklogs associated with Account B use Account B’s billing rates. Those are totaled to get the project’s revenue.