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Progress billing/invoicing
our company is in the process of integrating to the Smartsheet platform and will have several of the upgraded platforms including Resource Management, Data Shuttle. The only issue that we are having is that Smartsheet cant create the progress billing/invoicing that our company needs. Below is what we are currently doing in…
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I have a single cell I want to auto-add the sum
I have a cell that is for quantity of material used. Say I put in 3000. Tomorrow I want to put 2000, instead of manually adding it together to get 5000, how can I make that cell auto-add to get 5000 and not have to add it manually together.
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Recreating Report in a Sheet
Hello! Our team has a financial tracker and our timesheets in Smartsheet, and I am trying to find a way to link them. The goal is to take the number of hours worked on each project, and multiply them by our average rate to get a rough estimate of our current labor cost. Our reporting also needs to separate time between our…
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COUNTIFS between dates & criteria.
Greetings Smartsheet Community, I am attempting to cross reference another sheet and Count all the Completed tasks within a certain time frame. So far I am successful counting the dates in the range using the following formula: =COUNTIFS({Range 1}, <=DATE(2018, 4, 31), {Range 1}, >=DATE(2018, 4, 1)) Next I'd like to add…
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How to recreate a payment month Excel formula in Smartsheet
Hoping you might be able to help me with migrating a formula from Excel into Smartsheet. I'm in the process of recreating a payment tracker solution for some colleagues of mine, but I'm struggling to replicate one of the formulas. The formula is as follows: =IF(DAY(C4)<=3,TEXT(C4,"yy-mm(mmm)"),TEXT(C4+30,"yy-mm(mmm)")) The…
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Finance Tracking and Executive Reporting
Hi Team! I am looking for any templates / examples the community has on building reporting and dash boarding specific to project financials. This includes, project spend, Capex, Opex, variance to budget and forecast, ROI / IRR calculations, etc. I know there templates I can explore but I attended ENGAGE last week and was…
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Looking for Invoice tracker and/or Purchase Order tracking template
I inherited a sheet that I'm trying to redesign. We have multiple purchase orders (PO) with multiple invoices applied to each PO. Once an individual invoice is paid by accounting, we want to mark the row "complete" and move the row to an archive sheet. The PO needs to continue to reside on the original sheet so that…
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COUNTA alternative in Smartsheet
Hello, I'm trying to recreate/transfer a salary/reward solution in Excel over to Smartsheet and two of the columns have a rather complicated formula, which has a function I don't believe is available in Smartsheet (COUNTA). When I've tried to replicate it I get an error message (UNPARSEABLE) The formulas are:…
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Data doesn't match the data from Excel when replicating formulas
Hello, I'm trying to recreate/transfer a salary/reward solution in Excel over to Smartsheet and I've been able to recreate a good portion of the columns that have complex formulas, but there seems to be a number of discrepencies with some of the data where it is out by a few thousand pounds or a couple of percentage…
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How do I combine multiple INDEX Collect formulas in one Formular?
Hello, dear support team, I have a question about combining several Index Collect functions. The Goal is: I want to get the Payment Terms into the Cash Out section of the Cashflow. As you can see in the picture below; 25% of Product #1 has to be paid in the calendar week 8. 50% of P#1 in CW9 and the remaining 25% in CW10.…
