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 draft (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. The accounting system calculates VAT and the invoice total.

Never billed twice

When you create a draft, Fakturer first records every worklog on it. If two people try to bill the same worklogs at the same time, only one draft is created. If the accounting system refuses the draft, the worklogs are freed again. Later previews leave recorded worklogs out.

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

If you delete a draft in the accounting system, a Jira admin can release its worklogs from History → Deleted in accounting? so they appear in the next preview.

What Fakturer creates

• Fiken: an invoice draft with the customer, invoice date, days until due, your reference and the lines. Lines without a product use the VAT and income account from the settings.

Fakturer never sends, books, credits or deletes anything in the accounting system.

Limits

• One preview reads at most 3,000 work items per mapping; if a mapping matches more, the preview stops and asks for a shorter period or narrower JQL. Use a shorter period or narrower JQL.
• Previews are kept for 14 days, and a draft can only be created from a preview less than a day old.
• Fiken handles one request at a time per integration, so creating many drafts in a row can take a moment.

What Fakturer stores

Settings, mappings, previews for 14 days, the IDs of invoiced worklogs and a history of drafts. It does not store worklog comments. Data goes only to the Fiken account you connect. See the privacy policy.