Finance-Invoicing Project

Overview

The Finance-Invoicing project automates monthly invoicing for services through API integration with Jira, Smartsheets MS-SQL. Aimed at streamlining financial operations, the system efficiently processes billing data, applies gratis hours, and generates detailed billing reports.

Features

• Automated Monthly Invoicing: Leverages Jira data to automate the invoicing process, enhancing efficiency and accuracy.
• Comprehensive Data Integration: Integrates with Smartsheets to manage and store billing information, ensuring data consistency.
• Advanced Data Processing: Applies business logic to calculate billable hours, incorporates gratis hours, and generates billing reports for each project.
• Error Handling and Variance Reporting: Identifies discrepancies in billed hours and generates variance reports for review and correction.
• Automated Report Generation: Saves detailed billing reports as Excel files, facilitating easy distribution and record-keeping.

Technologies Used

• Python: For scripting and automation.
• Jira API: To retrieve project and billing data.
• Smartsheets API: For data management and report generation.
• Pandas: For data manipulation and analysis.
• SQL Server: For database interactions, storing, and processing data.

Installation

1. Clone this repository to your local machine.
2. Ensure Python 3.9 is installed.
3. Install required Python packages:
4. Configure API keys and database connection settings as per your environment.

Usage

1. Update the api_key, server, database, username, and password variables with your credentials.
2. Execute the script in the rams_force_chargeback.ipynb file to start the automated billing process:
3. Review the generated billing reports in the specified output directory.

Contributing

Contributions to improve the project are welcome. Please fork the repository, make your changes, and submit a pull request for review.

License

This project is licensed under the GPL-3.0 License. See the LICENSE file for more details.

Acknowledgments

• Special thanks to the open APIs provided by Jira and Smartsheets, enabling the automation of complex billing processes.
• Gratitude to the Python community for the invaluable libraries that support data manipulation and API interactions.