Receivable Over View

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Resalat Kabir
edited 12/09/19 in Smartsheet Basics

Dear all, 

Our current receivable has many terms such as advance payments / 30-45-60-120 days deferred.

We are maintaining it in an excel sheet but I am afraid some receivable might be missed.

 

What I am looking for is a sheet where I enter the customer invoice value and by when what percentage of that value will I receive. It will auto-populates in a calendar view.

Is there such a template for it.

Thanks in Advance

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi Resalat,

    Have you tried importing the Excel file you have now? Would it work as a starting point?

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

    Have a fantastic weekend!

    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.