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Reporting tool for invoicing

Jaap Riemens
edited 12/09/19 in Archived 2016 Posts

I run a consulting company and would like to build a sheet where the staff can report on the time they have worked for certain clients. We invoice AM and/or PM blocks, not per hour. I have my clients in a drop down box. How can I make a summary sheet that links to the individual consultant reporting sheets in order to total all the AM/PM blocks per client per month? Did anyone make something like this before? 


The reason why I want to do this is that it's easy for consultants to update their declaration list. Until now we do this by mailing an excel sheet. I am wondering if we can't make this easiers using SmartSheet. Any ideas or is there already a template that does something similar?


EDIT: Just found the time tracker template, maybe using this template and adapt that is the easiest way... 


Best regards,




  • JohnHinkle
    JohnHinkle ✭✭✭✭✭✭

    Time tracker with Rate Table and Time Tracker for Client Projects with Form will both be good options. The latter includes a web form to make it easy for your consultants to add their information to the sheet (and will be good if you dont want they seeing other consultants entries). 

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