Invoice approvals after form submitted

LorraineG

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!

Andrée Starå

Hi Lorraine,

You could use the plugin to Outlook or Gmail and attach it to the row.

Would that work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Andrée Starå

More info:

https://www.smartsheet.com/marketplace/apps/gmail

https://www.smartsheet.com/marketplace/apps/smartsheet-for-outlook

https://help.smartsheet.com/articles/2476621-smartsheet-for-gmail-add-on

https://help.smartsheet.com/articles/1960482-smartsheet-app-for-outlook

Hope that helps!