Invoice approvals after form submitted

LorraineGLorraineG
edited 12/09/19 in Using Smartsheet
07/23/19 Edited 12/09/19

Hello!

I am trying to set up a process where employees at my company fill out a form, attach an invoice and then I route for approval from my sheet. I need to figure out some sort of way to save both the invoice that was attached along with a copy of the approval that I have being emailed to me. In accounting I need to make sure my invoice approvals will pass the test from our external auditors. I started with a template I found within smartsheet and that is working great but I think I need to export the email I get when an invoice is approved (example attached) and add that to the invoice file. Does anyone know how I could do this more quickly or has anyone solved this problem in a different way?

Thanks!

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