Using Jira Core for Finance projects
Check out How do I build the workflow I want? to find out more about updating workflows.
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.
Some other suggestions for tracking purchases:
- 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.
- Use components to track by department, so you can see where the main volume of requests is coming from.