Is there a way to automatically add an entry on a monthly basis?

02/14/19 Edited 12/09/19

Hi, all.

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!

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Bret,

    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!

    Best,

    Andrée Starå

    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.

  • Hi, Andrée.

    Yes, same amount each month. ?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Thanks!

    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?

    Best,

    Andrée

    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.

  • 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!

    Capto_Capture 2019-02-14_02-34-02_PM.jpg

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Thanks!

    Could you share the sheet or a copy of it and remove any sensitive information?

    Best,

    Andrée

    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.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Bret,

    I'm glad we got a working solution set up.

    Best,

    Andrée

    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.

  • 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. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Aura,

    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!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

     

    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.

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