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Jira Integration (Project Management)

Here you can learn how to use Jira and Xace connection

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Written by Mariia

Jira is a project and issue-tracking platform from Atlassian. Organisations use it to manage tasks, workflows, approvals, and operational processes — often with custom statuses, assignees, SLAs, and audit trails.

What is it for?

Jira is widely used by finance, operations, compliance, and IT teams that need structured workflows, clear ownership, prioritisation, and a detailed activity history. It suits organisations with multi-step approval processes or several departments involved in payment review.

How does the Xace + Jira integration work?

You connect Xace to your Jira environment in Connections - Project Management, and link one or more Xace accounts to a Jira project. Xace then automatically creates and updates Jira issues based on payment events:

Automated issue actions

Event

What happens in Jira

PaymentRequested

A new issue is created for review

PaymentApproved

The issue transitions to an approved/complete state

PaymentDeclined

The issue is updated to reflect rejection

Example use cases

  • A £25,000 treasury payment request creates a ticket: “Approval Required: £25,000 Treasury Payment – ACME Ltd” in the finance team’s backlog

  • When approved in Xace, the ticket moves from “In Review” to “Approved” or is automatically closed

  • When declined, the issue status updates and relevant watchers (finance, compliance, operations) are notified

  • Sensitive payments (e.g. bonuses, payroll) can be routed to restricted projects accessible only to senior finance staff

What you gain

  • Payment approvals live alongside your other operational work in Jira

  • A strong audit trail — timestamps, comments, attachments, and activity logs

  • Issues are automatically assigned to the right people or roles

  • SLA tracking and prioritisation using Jira’s built-in tools

  • Support for complex, multi-department approval workflows

Setup requirements: You need appropriate Jira permissions (including the ability to create API tokens) and a Jira project designated for financial workflows. Issue naming, fields, and workflow steps can be customised to match your internal processes.

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