Purchase Orders and Invoices Tracking Template
Answers
-
@Abby Davis I'd love it too if you could share your template with me. Thank you!
-
@Abby Davis Hi Abby! Can you share your invoice template with me? Thanks so much
Thanks,
Maddy
-
@Abby Davis could you share your template with me as well? I would greatly appreciate it.
-
@Abby_Davis It's been a year since you came up with this! Would you mind sharing this as well?
-
HI All - Over the course of the year, I have created and made adjustments to several templates and have been trying to find one that fully works. Currently, I am using a template that my co-worker developed, in which I have made a few edits for my own purposes. It comprises of 1 Sheet = Purchase Requests with one form that a requestor fills out. On that sheet, I delegate and make decisions on how I am going to 'pay' the request and then I hit a check mark which copies that line over to a new Tracker Sheet, 3 tracker Sheets for my purposes as I use a credit card, NonPOs and POs for purchases. I have an additional Invoice Sheet with 2 forms that I enter, one with the PO# once I receive that and another form for the Invoice information once I receive that. The information is then stored in my Invoice tracker from which I manually organize a bit.
I believe there are some ways that I can make this easier for next year and cut out some of the steps, but I have not had the time to work thru those details yet. This is what I'm using so far this year, for the first time and it has given me the options I need for the complexity that I have with my role. It also allows me to use a lot of helper sheets to automate dept #s, codes, budgets etc.
Not sure if sharing this link will work, let me know if there are questions. Please note that there were a lot of little things to make this customized for my needs, but this was the basic idea that my coworker came up with and works for now.
https://app.smartsheet.com/workspaces/3rPhCm74p4972VCH4JQ9xw2F9pqVX74pXGjX2wx1
-
@Abby DavisΒ I would love to take a look at your new template if possible! I am working on building a similar solution and am eager to see what you have come up with. Thank you!
