Welcome to the Smartsheet Forum Archives

The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.

General Ledger - Payments Tracking incl Budget Compare

Dana Young
edited 12/09/19 in Archived 2015 Posts

Has anyone done a SS that incorporates a "form" of invoice entry (web part?), that after entering automatically logs to a SS tab, then can track budget vs. actual cost (and allow projections) for a project......MS Excel has a good template but without additional programming it only does one calendar year of payments/budget. Also, Excel doesn't allow storage of the actual invoice pdf's like SS would in their attachments section......to do this on SS would involve multi-tab programming which I know is possible.




This discussion has been closed.