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Last Updated: 10/20/2025
in Using Issuetrak General The process of creating and submitting an Issue can vary based on how your Issuetrak site is configured.
To submit a new Issue:
Click the New Issue button at the top of the left-hand menu. The Submit Issue screen will then appear. ...
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Your system can automatically escalate and take action in issues that remain open or idle for too long through Workflows . Workflows help ensure that assignees and submitters never neglect or abandon their issues, especially when they are used...
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Substatus Rules are a mechanism that allows you to configure Issuetrak to automatically change the Substatus field or pause the System Clock for an issue.
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Last Updated: 10/20/2025
in Getting Started General Your system needs an overall structure for capturing and reporting issue-related information. This is accomplished by categorizing the issues being addressed through Issuetrak into:
Classes – general categories such as Change Requests, Inci...
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Issuetrak’s Billing Module allows you to customize Invoice and Work Order templates to align with your organization's branding and operational workflows. You can configure prefixes, tax rates, payment terms, and more to generate professional, brande...
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Last Updated: 10/20/2025
in Integrations and Add-Ons
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Before you can add line items to issues or generate invoices, you’ll need to set up your Product / Service records in Issuetrak. These are predefined items that represent the goods or services your organization bills for. Each record includes deta...
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Line Items in Issuetrak’s Billing Module represent billable Products or Services added to an issue for tracking, invoicing, and reporting purposes. Each line item captures details such as quantity, date, rate, total cost, and may optionally incl...
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A Work Order in Issuetrak’s Billing Module is a printable document that shows all line items associated with an issue. It can be used to summarize completed work or to obtain customer authorization for work that hasn’t been completed yet. To...
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Invoices in Issuetrak’s Billing Module are formal records of billable work completed for your customers that can be used to request payment efficiently. This article explains how to generate, review, manage, and export invoices on your site to str...