Using Jira Core for Finance projects

Finance teams are responsible for a lot. They manage whole of company finances, reconcile invoices and payments, and keep the books balanced. 

One area that Jira Core can help with is the tracking of internal purchases. When there are other departments involved in requests, Jira Core can help centralize everything for better control. 

Here is the workflow included with the Jira Core purchasing project template:

About the procurement template

  • Ideal for tracking large and small purchases, including consumables
  • Can be customized to track assets
  • Also suitable for tracking services and non-physical purchases

Track all your equipment

Create an issue for each purchase request, or for each item/service being purchased (if they are large). Your board will always give you a clear view of where something is in the purchasing process, and let you see what's coming up.

Manage your purchase paperwork

Attach quotes, diagrams, photos, and other relevant documents to each issue. 

Purchase tracking

You can use this template any way you want, and make your own customizations. Some common ones include:

  • Use labels on each issue to track the location of large items that are tracked as assets. Labels can help you filter issues later.
  • Set due dates to review service agreements and claim upgrades. 
  • Track by department, so you can see where the main volume of requests is coming from. See Organizing work with components.
Last modified on Oct 27, 2017

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