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 Tempo 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 work items are associated with an account when:
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the account is linked to a project in Tempo
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the Tempo Account field is added to the Jira w3ork items screen
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the account work attribute is added
When a Tempo user logs work against a Jira work item that’s associated with an account, the account billing rate is used to determine revenue in a Financial Manager project that includes the work item.
Setting account billing rates is a feature of Financial Manager, however, account billing rates are only searchable within Timesheets.
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Open an account, and navigate to the Billing Rates tab.
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Select a billing rate table.
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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.
Unlike project-level flexible rates, Tempo Accounts do not support effective dating. When you apply a billing rate table to an account, those rates apply to all work logged against that account regardless of the date. If you need to change rates for an account over time, you must manually update the associated billing rate table or the account association, which will affect all historical and future data for that account in Financial Manager.