Automate recurring expense entry
One of our main uses of Smartsheet is entering, tracking and reporting client expenses. We use a form to enter the expense(s) and attach receipts. It works well and much better than our previous system
However, I am hoping for some help on a recurring expense.
We have a recurring fee for a client that needs to be included on each invoice, submitted every two weeks.
Is there a way to automate this entry into our expense tracker sheet every two weeks, triggered by date and/or an action, such as entering a value in the Date Invoiced column? That would be once I invoice a client, I enter the values in the Invoice # and Date Invoiced columns, the trigger would enter the recurring expense to be entered for the next billing cycle.
Thanks.
Jerry
Comments
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Yes. In a [Recurring Expenses] column, you could just enter
=IF(ISDATE([Date Invoiced]@row), 50000)
That says that if you have a date in that row in the [Date Invoiced] column, it will auto-populate $50,000.00 (assuming the [Recurring Expenses] column is set to display as currency).
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Hi Jerry,
Maybe something could be set up with the help of a third-party solution like Zapier or similar.
Would that work?
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I'm always happy to help!
Let me know if it works out for you!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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