Invoice approvals after form submitted
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!
Comments
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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
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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