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Receivable Over View
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.…
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Vlookup #UNPARSEABLE Error linking to separate sheet
I get an #UNPARESABLE error message for a vlookup I am trying to create to a separate file in SmartSheet, I suspect there is a problem in the syntax. I've tried multiple tweaks to this formula with no success. As a check I exported the SmartSheet and the external file to Excel and had no problem successfully creating a…
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Duplicates
How do i create a formula that shows there are duplicates. I would like it to have a check box in a column showing that "Sarah Jensen" has duplicate expense submission based off Consultant Name, Date of Receipt,Total Expense.
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Nested IF or MATCH or JOIN+MATCH ?
Dear Community, I am trying to retrieve the information of one cell depending on several criteria: - Match week number from a date with Week Column to retrieve the payment amount - Prioritize between 2 dates (though between 2 week numbers) which one will be retrieved (Actual Payment Week will have priority over Expected…
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Can the Live Data Connector work with QuickBooks desktop, QuickBooksOnline or Xero.com?
We currently use SS for all of our project estimating. We love it. We are currently exploring using SS to also produce our job cost estimate versus actual reports. (construction company). I see a couple of options. First, we can pursue a "one way" push utilizing zapier.com to auto entry into a spredsheet that could be…
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Does anyone have any great manufacturing process systems
I am always looking for some ways to improve our sheets and the overall system. i run a manufacturing company and I am looking for anyone who is will to share their flow in smartsheet. We do a rebuild every year and do a planning week to refresh our processes. It is time to do this so any shared ideas would be great.
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timing of the Run workflow:Daily ?
Hello, If I set the change action like below with "Run workflow:Daily", how the recurrence occurs? lets say, the requests come in at 9am, 11am, 3pm, 4pm, 9pm on the day, how the run works on the day and next day? Thanks, Hana
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How to tell if Multiple Invoices have all been processed
I've created a sheet that we use to track our projects. For each project there could be one invoice we need to pay, or multiple, as the project progresses when the invoice is processed and the checks are sent out to our partners there is a column that indicates the date the invoice processing is complete. I've created a…
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Dynamically Updating Row Information
I am looking to dynamically update add or delete a row in a sheet based on a checkbox on another sheet. Specifically, we have a sheet that contains all our outstanding balances, and a sheet that contains all our job info. We are looking to have it add a row to our balances sheet when our checkbox isn't checked, and delete…
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Approval Workflow
Hi We are looking to use approval workflows for approving Quotes within our system. We will attache the quote to the line however I was wondering if there is a way within the workflow to specify which attachment to approve rather than seeing all attachments? Rs Abbie
