Has anyone used smart sheet to reconcile general ledger accounts to the subledger?

Genevieve Van Buhler · 04/08/21

Wanting to see if we took a report from our purchasing system and uploaded it to a Smartsheet, if it could compare to another sheet that is uploaded from a report from the finance system. I have looked through templates and template sets but not seeing what we are needing. Anyone use Smartsheet to automate the very manual accounting process?

Genevieve P. · 04/15/21

Hi @Genevieve Van Buhler

I'm sure what you're describing can be accomplished in Smartsheet! This page has a number of Account Reconciliation Templates that you may find useful.

If the information above doesn't help, would you be able to provide a screen capture of each sheet (with blocked out data or dummy data), and explain what you'd like to automate and your ideal end-goal? I'd be happy to help you set up cross-sheet formulas to compare data, or you could build a Smartsheet Report out of both sheets if that would be best.

Cheers,

Genevieve

(PS. Nice name!)

Has anyone used smart sheet to reconcile general ledger accounts to the subledger?

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