Sign in to join the conversation:
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.
Is it possible to auto-populate an email domain in a field where people are asked to enter their email address? For example, I would like users to only have to type their name, without needing to enter anything after the “@” symbol, to reduce the chance of personal email addresses being entered.
This discussion was created from comments split from: I am an editor on a smartsheet but can't edit the sheet.
Good afternoon! My company works closely with another ambulance service, Company B. Both companies have a Smartsheet Enterprise plan. I have created a workspace that I need members of Company B to edit. Do I need to make them members on my account if they are already members on their account? Or do I just need to add their…
