I have recurring expenses monthly and it would be cool if I could have a new entry appear every month. Is there a way to do this? Thanks!
Is it the same amount each month or do you want to add different ones each month?
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, [email protected])
Have a fantastic day!
Workflow Consultant @ Get Done Consulting
SMARTSHEET PARTNER & CONSULTANT / EXPERT
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Yes, same amount each month. ?
Yes, it's probably possible.
Can you tell me more how it should work so I can get a better understanding of what you want to accomplish?
I have a list of departmental expenses that I keep track of. I upload a pdf of the individual expense to a new line on the sheet. Each line has the pdf, the date, description, price, comments. I would like all of that info (except the pdf) auto-added to a new line on a specific date every month. Then I can manually attach the pdf receipt. Thanks!
Could you share the sheet or a copy of it and remove any sensitive information?
I'm glad we got a working solution set up.
How did you resolve that? I have a similar need. I manually add the same line of content to a specific SmartSheet once a month. I would like to automate that task. Thank you in advance for your assistance.
There are a few different ways to structure a solution.
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])
I hope that helps!
Workflow Consultant / CEO @ WORK BOLD