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This time around, you can learn about CPK, a Malaysian accounting firm, and how a Smartsheet solution helped them improve on-time performance and client communication — just in time to keep the business running smoothly during the COVID-19 pandemic. Read the full story to discover how Smartsheet enables them to set an…
Want to see how Smartsheet supported two companies merging their separate, inconsistent IT environments? Learn how it enabled Stellar Bank to collaborate between the two companies from the moment the merger documentation was signed, with no delays. There's a wealth of great insights to uncover in their full story – get…
Hey there Community, Learn how Wolters Kluwer benefitted from having a Technical Account Manager (TAM) to ensure they fully leveraged the latest product innovations, actively integrating them into their Smartsheet solutions. The team meets with their TAM monthly to strategize on their goals and receive training, which has…
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
Greetings- I created a SS for my finance dept. Basic form where they can select a vendor from a drop down menu and enter that month's bill with what they paid. Each vendor has a different PO number with a different total amount on that particular PO (purchase order). Im having trouble figuring out how to start with a PO…
our company is in the process of integrating to the Smartsheet platform and will have several of the upgraded platforms including Resource Management, Data Shuttle. The only issue that we are having is that Smartsheet cant create the progress billing/invoicing that our company needs. Below is what we are currently doing in…
Hi Team! I am looking for any templates / examples the community has on building reporting and dash boarding specific to project financials. This includes, project spend, Capex, Opex, variance to budget and forecast, ROI / IRR calculations, etc. I know there templates I can explore but I attended ENGAGE last week and was…
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