Automate recurring expense entry

jb@59069

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

Paul Newcome

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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Andrée Starå

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

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Andrée Starå

I'm always happy to help!

Let me know if it works out for you!

Best,

Andrée