Automate recurring expense entry

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jb@59069
jb@59069 ✭✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

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

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