How it works

Which time is billed

For each active mapping, Fakturer finds the work items its JQL matches that have time logged in the period, and reads their worklogs. A worklog counts when the day it was logged for falls inside the period.

A worklog is left out when: - it is already on a sales order (see below), - its work item, or the work item directly above it, has one of the non-billable labels, - its comment contains the non-billable tag, if you set one, - nobody has an hourly rate for it (neither the mapping nor a personal rate).

The preview shows how many worklogs were left out and why.

When mappings overlap

A work item belongs to the first active mapping in the list whose JQL matches it, so it is never billed to two customers.

Lines and amounts

Worklogs are grouped into lines by work item, person or day, or into one summary line. A line always has one hourly rate; when people with different rates worked on the same work item, it becomes one line per rate and names the people.

Hours are rounded per line if you choose rounding: to the nearest step (half rounds up) or always up. Amounts are hours times the rate, rounded to whole øre or cents per line. PowerOffice Go calculates VAT from the product and the invoice total.

Never billed twice

When you create a sales order, Fakturer first records every worklog on it. If two people try to bill the same worklogs at the same time, only one sales order is created. If Go refuses it, the worklogs are freed again; if Go doesn’t answer, they stay reserved until you check. Each sales order carries Fakturer’s own reference, and Go keeps only one sales order per reference. Later previews leave recorded worklogs out.

A worklog stays recorded even if its time is changed in Jira afterwards; extra time added to a billed worklog is not billed. Log the extra time as a new worklog instead.

If you delete a sales order in Go, a Jira admin can release its worklogs from History → Deleted in PowerOffice Go? so they appear in the next preview.

What Fakturer creates

• PowerOffice Go: a sales order saved as a draft, with the customer, the order date you pick, payment terms in days, a customer reference made of your reference and the period, and one line per group: description, hours (unit: hours), the hourly rate and the product. Invoice it in Go.

Fakturer never invoices, books, credits or deletes anything in PowerOffice Go.

Limits

• One preview reads at most 3,000 work items per mapping; the preview says when a mapping was cut short. Use a shorter period or narrower JQL.
• Previews are kept for 14 days, and a sales order can only be created from a preview less than a day old.

What Fakturer stores

Settings, mappings, the PowerOffice Go client key (in Forge secret storage), previews for 14 days, the IDs of billed worklogs and a history of sales orders. It does not store worklog comments. Data goes only to the PowerOffice Go client you connect. See the privacy policy.