Simple Payment Tracker?
I'm trying to track payments for several homeowners over a period of time. I already have homeowners in individual rows in other workflows and I copy them to a payment tracker, shown above. I'm not sure how to track their payments in a way that makes sense... I started with each column representing a month, so we can fill in what they pay each month and it will subtract from the homeowner balance... but this would require me to have infinite month columns. This would work for a while, but I will run out of columns eventually. I had also thought that I'd have 1 sheet like this per year and I'd create a new sheet each year from a template. But that would require me to re-path my automation to the new sheet each year and copy info from this year's tracker into the next year... that seems too complicated. (I'm also a volunteer, so I'm hoping to create a set up that my "clients" can use on an on-going basis that doesn't require my attention or help after the initial set up).
Has anyone else figured out a simple way to do this in basic smartsheet? I'm clearly not an accountant.
Answers
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What is the longest term?
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24 months, typically.
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My suggestion would be something similar to what you have but with relatively generic helper columns and some creativity in setting up your metrics sheet.
I know I have done this before, but I am unfortunately out of time for today. Let me dig through my notes on Monday, and I will get back to you.
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Hi Paul, I appreciate you taking the time to think about this request. I'd love to hear your thoughts.
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