Creating an Invoice

Good afternoon,

I hope this makes sense. I know I have done this before in Excel but cannot remember how I did it. I am assuming it will involve some helper columns.

I have a list of 100 people. These people can submit any number of timesheets for the month (though typically 0-4). They submit one timesheet per project for each month.

Tom Smith worked on 4 projects during the month so 4 timesheets. James Williams worked all month on 1 project so he will have just 1 timesheet.

How do I assign a number to each timesheet for the month for each person?

Tom Smith submitted 4 timesheets for 7/1/2025 - 7/31/2025.

James Williams submitted 1 timesheet for 7/1/2025 - 7/31/2025.

For each person, for each month I need to create a total invoice. This will have the number of timesheets and then details of each timesheet.

Thanks -Laura

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Paul Newcome

Are you abel to provide some screenshots for context? How are people submitting? What does the incoming data look like when it lands in Smartsheet? Are you able to manually create an example of the end solution that you want automated?

L. Barrett

-Timesheets are submitted via a form in to Smartsheet. Once submitted they will be reviewed and approved.

-These are the fields/columns on the Timesheet grid:

Timesheet Number (System Generated)

Employee ID#

Last Name

First Name

Unit (Dropdown)

Project Number

Task Number

Service Date

Number of Hours

Service Description

Submitted by

Submitted on

Submitted Date Confirmation (System Generated)

Approved?

I want to add a column that assigns a number/count to each timesheet that has been approved for that person to the Timesheet grid. This is the part that I need automated.

These are the fields on the Invoice grid:

Invoice Number (System Generated)

Month

Service Dates (Formula)

Number of Timesheets (Formula)

Employee ID#

Last Name (From Timesheet)

First Name (From Timesheet)

Email (From Employee List)

*Timesheet Number (From Timesheet)

*Unit (From Timesheet)

*Project Number (From Timesheet)

*Task Number (From Timesheet)

*Service Date (From Timesheet)

*Number of Hours (From Timesheet)

*Submitted on (From Timesheet)

* For each Timesheet submitted for Month (Probably max of 6, if number is higher than 6, I would send an alert.)

If I can add the number column to the Timesheet then I can pull in the Number of Timesheets and the Timesheet info for Submission1, Submission2, Submission3, etc.

I don't have an example of the end product.

Does that clarify?

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