Financial Services
Discussion List
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Issues with alerts - not sending 'right away'In Using SmartsheetI created alerts to be sent 'right away'. However, we are receiving them via email several hours later - sometimes 12 hours later. I confirmed that I checked 'email' in my notification settings. Can you please help me figure out why the…Answered - Pending Review 400 views 7 comments 0 points Most recent by Genevieve P. Using Smartsheet
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Filtering on dashboards?In Formulas and FunctionsI'm new to smartsheet and trialing it at the moment. I have a question, I hope you can help me with: I have a portfolio of companies in a main sheet and their debt issues, and related stuff in several sheets. Rows are companies/debt issue…
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Do you use custom branding for your Smartsheet account or Workspaces? We’d love to get your feedbackIn Using SmartsheetHi there! Does your team get excited about custom branding? Our team of UX researchers would love to chat with you. We are looking for people to join a 20 minute feedback session on some updates we’re making to how custom logo and colors a…
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Data storage EUIn Using SmartsheetHello! I'm afraid my question is not a new one, but I'm not giving up hope that Smartsheet is interested in expanding into Europe. Since I realized, that EU-GDPR seems to be accepted, the IT-data-security-departments at my Clients in Ger…
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How to - applying fundsIn Formulas and Functionsis there a way to create a function that can apply funds across multiple cells if the funds received exceed an amount referenced in another cell? example: funds received in the amount of $5,000, we have 2 outstanding invoices totaling $11…Answered - Pending Review 12 views 3 comments 0 points Most recent by Paul Newcome Formulas and Functions
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How to write below formula in smartsheetIn Formulas and FunctionsHi . Can anyone help how to write below formula in SmartsheetAnswered - Pending Review 31 views 7 comments 0 points Most recent by Finops C'ship Formulas and Functions
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Has anyone used smart sheet to reconcile general ledger accounts to the subledger?In Formulas and FunctionsWanting 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 …Answered - Pending Review 111 views 1 comment 0 points Most recent by Genevieve P. Formulas and Functions
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Financial Year Saving Based on Implementation DateIn Formulas and FunctionsHi All, I have a sheet to track cost savings and would like the financial year savings to change based on the implementation date. The three fields are: Implementation Date - restricted date field. Savings Full Year - the overall saving…Answered - Pending Review 21 views 1 comment 0 points Most recent by Dan_Foster_1504 Formulas and Functions
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Creating Due Dates (Monthly & Quarterly)In Formulas and FunctionsGreetings I have been asked by a colleague to build a smartsheet that sets out a list of tasks to be completed and the due date of each task (to be used primarily in calendar view by the colleague to plan her time). Her due date for a ta…
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Lookup & Display First Non Empty Cell In A Range of cells within a columnIn Formulas and FunctionsI am attempting to write a formula in a header cell that returns the first Non-Blank row in a series within the related column. Excel permits this by using the Index and Match formulas but requires that "CONTROL, SHIFT & ENTER&qu…
