The spreadsheet method

The Jira billing spreadsheet works. That is the problem.

Almost every agency billing out of Jira starts the same way. Export the worklogs, paste them into a spreadsheet, apply rates, tidy the descriptions, total it, then type the result into Xero or QuickBooks. It works. It also has to be done again next month, and the month after that.
No new habits

Reeve reads the worklogs your team already logs in Jira. It never edits them.

No re-keying

The invoice is created directly in Xero or QuickBooks, not typed in twice.

Nothing quietly dropped

Unbilled billable time is shown in dollars before you close the month.

Why the spreadsheet survives so long

Because it is genuinely flexible. You can fix an odd rate, drop an hour you are not comfortable charging for, reword a line so the client understands it, and split one project across two invoices, all without asking anyone’s permission. No tool gives you that much freedom that quickly.

That flexibility is why it survives, and it is also why it never gets replaced by something rigid. Any replacement has to keep the judgement calls and remove the typing.

Where it actually breaks

It is manual every month, forever. The work does not shrink as you grow. Ten clients is roughly five times the work of two, and it lands in the same week every month, usually the week you are busiest.

Hours go missing quietly. This is the expensive one. Time logged to a project nobody mapped to a client, or logged after the export was taken, does not appear anywhere. It is not flagged, because a spreadsheet only knows about the rows you pasted into it. You do not discover the gap, because there is nothing to discover it against.

Every number is entered twice. Once in the spreadsheet, once in the accounting system. Transcription errors in that second step are quiet, and they are found by clients rather than by you.

It lives on one person’s laptop. The spreadsheet usually has an owner, and the process is in their head. That is a real operational risk the month they are on holiday.

What to replace it with

Not a rigid system. The replacement has to keep the review step, because deciding what is fair to charge is judgement, not automation.

  • Read, do not re-enter: the hours already exist in Jira. Software should read them rather than ask you to export them.
  • Price automatically, review manually: rate cards applied for you, then a pass where you approve, adjust or exclude.
  • Surface what is missing: unbilled billable time and unmapped projects, shown in dollars, before the month closes.
  • Write to the ledger directly: create the invoice in Xero or QuickBooks, so nothing is typed a second time.

What that changes in practice

The judgement stays with you. The typing goes away. Month-end billing stops being a day of assembly and becomes a review of something already assembled, which is a much smaller and much less error-prone job.

That is what Reeve does. It reads the worklogs your team already logs in Jira, prices them to your rate cards, lets you review the billable time in one pass, and pushes a finished invoice to your accounting system.


Questions

What is wrong with billing from a spreadsheet?

Nothing, until the volume grows. The spreadsheet is fine at two clients and painful at ten. The failure modes are that it is manual every single month, it silently drops hours that were never exported, and every number is re-keyed into your accounting system by hand.

Can I export Jira worklogs to Excel?

Yes. Jira can export issue and worklog data to CSV, and time tracking apps add richer exports. Getting the data out is the easy part. Turning it into a priced, grouped, taxed, numbered invoice is the part that takes the day.

Do we have to change how the team logs time?

No. Reeve reads the worklogs your team already logs in Jira and never modifies them. There are no timers to adopt and no new habits to enforce.

What happens to our old invoices and numbering?

Reeve imports past invoices by CSV so your invoice numbering continues from where it is now rather than restarting, and your historical figures stay available.

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