General Ledger - Payments Tracking incl Budget Compare

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.

Thanks,

Find more posts tagged with

Construction

Real Estate

Project Management

Comments

Erin Harlan

Hi Dana,

Check out this video of the webinar on Google Merge to see a use case example workflow: https://www.smartsheet.com/videos/work-smart-webinar-merge-data-from-smartsheet-into-google-docs

Dana Young

Thank you Erin, enjoyed that video/seminar.....it's close to having some of the functionality that I need for a general ledger/cost tracking function, but not quite. And as you probably get a lot of users to ask, I was hoping that other SS users may have already programmed a SS for the general ledger/accounting/cost tracking function.

Here's another question.....are there resources that currently do SS "programming" out there that I could send the Excel designed sheets for a price for them to create this in SS for me?

Thanks

Travis

Dana - we offer a range of consulting services, including a design desk which are 30 minute 1-on- sessions with a Smartsheet expert who can help you build and design your sheets. Check out our services page for more information: http://www.smartsheet.com/services