Hello all,
Is there a template that tracks a Business Checking Account.
To extend on that, I'm also looking for a template that will generate invoices.
Thanks
-Bill
Hi Bill,
Have you looked thru the Solution Center regarding the Business Checking Account template? It seems like it would be reasonably easy to create otherwise. Let me know if you need help!
Regarding the invoices, a great option depending on your specific needs could be to use the integration with Google Docs or maybe DocuSign.
Can you describe in more detail what you need?
I hope this helps you!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
I'm working on something to generate invoices with QuickBooks from Smartsheet data.
I have a Smartsheet automation setup to reminder the planning to complete their sections. It is setup to remind weekly until completed box is checked. They received 2 reminders and then the reminders stopped. Any idea what could be wrong? I can't tell that anything has changed in the sheet. Thanks Freda
I'm editing formulas in a Sheet Summary. However, I'm prevented from seeing the formula by an annoying "helpful" popup that obscures my view. I can't figure out how to get rid of the popup. Does anyone know?
I am trying to create a workflow and for some reason it gives me an error with the email I entered as the recipient for my Alert. It is an email that I know works, it is shared to the sheet, and the access to the sheet is unrestricted. I am perplexed at what the issue is. Anyone else get this and know what the issue is?
