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Field description - Billing amount

 

 

Short description:

 

Billing amount shows the amount of money on this issue that is billable to external customers

 

 

 

Details:

 

Default name: Billing amount

 

Terminology variations: None.

 

In-Use: Optional. This field can be set to be used in the issue field configuration.

 

Mandatory: Optional. This field can be set as mandatory, but need not be.

 

Data type: Decimal. This is a monetary value (Currency type is not shown, it is assumed to be your default currency).

 

Access restrictions: (Default) Created: "Read/Write" for all internal users, and "No access" for external or support users.  Editing: "Read/Write" for all internal users,  and "No access" for external or support users.

 

Relationships/Dependencies: 

Actual time: The billing amount is based on actual time from the work logs where the checkbox "Update actual time" is checked in the work log dialog  (which it is by default).  

 

The actual billing rate can depend on the user, the work log category, or a default value as shown in Project > Settings > Cost. 

 

Affected by these settings: 

Project > Settings > Cost. :

Here, you can define the billing rate (cost per hour), and choose which billing model to use - either a blanket default rate, a rate per user (depends on who enters the work log) or a rate per work log category (depends on what category is set on the work log).

 

Work log: Here, you can choose to check the checkbox "Update actual time" when you save a work log. If you do, then the billing amount for the saved work log (calculated from the Actual time and the billing rate) will be added to the billing amount on the issue field.

 

General > Settings > Issue configurations > Issue rules.

"Billing amount" can be used in issue rules, either as a criterion, or being set in the rule action.

 

Use cases: 

The billing amount represent the amount of money you can bill your end customer for work done on the issue.


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