Expense reporting in JIRA

[Stephen Hayden]

This doesn't seem like a unique kind of effort, but am not seeing much to fit our requirements.

Looking to stand up an expense reporting solution within JIRA, using whatever combination of apps that make sense.  We currently have Folio.  Should be able to submit the expenses via email or a Service desk, then they go through a number of approvals (Service Desk can handle that) before the ticket is forwarded elsewhere to be handled.

The Tempo products allow for a recording of expenses, but it seems they're just accepted into the rollup and otherwise a lot of their functionality is based on worklogs.  CRM apps seem to maybe be the way to go but invoicing / expenses don't fit well into many of them as they're sales-focused.  Accepting them as email could be problematic due to lack of consistent data to parse into fields, so it's reasonable to push back and have everyone use the Service Desk.

Thoughts?

[Aron Gombas _Midori_]

@Stephen Hayden,

When you are trying to use Service Desk alone (which would be my first option to try, too), what additional features you need? I think listing your additional requirements would make it more efficient to give recommendations.

[Stephen Hayden]

I'd like to parse an invoice into line items, mark them as opex/capex, sum opex/capex and move the ticket through approvals based on projects selected on creation.

Kinda focused on the things I know that can't be done out of the box, like the ingestion of an invoice.  In this question, I was trying to see about this particular approval area of Tempo Folio since it has an expense reporting function, but it seems to be coupled tightly with other functions.