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Quickbooks & Smartsheet
So. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for invoices): The power of Smartsheet i.e. (approvals, communication, notes) makes this a beautiful…
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User Management - Custom Job Categories
Allow entry of custom job categories. Add new fields to capture a user's business unit and department. These fields should also be included in all user reports. This functionality would be helpful for businesses that cross charge business units and depts for licenses and usage.
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"Review status" based on multiple checkboxes
Hello! I need help trying to figure out formulas that triggers the review status to green or red based on how many checkboxes that represent each month of the year are checked off. The boxes that are checked off would be based off on the frequency column which is semi-annually, annually, bi-weekly, daily, quarterly,…
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Multi-select dropdown column to pull single value in another column
Hi Everyone! I need some assistance with a formula to extract single value from a multi-select drop-down to individual columns. I got most of the process to work but for whatever reason the formula for control 4 column ends up displaying a incorrect number "12." instead of "12.1" and control 5 column displays the whole…
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Cell Value Capture for Monthly Reporting
Hello, I am trying to build an executive summary dashboard and would like to capture cell values at the beginning of every month to compile on a monthly basis. I have thought about using a row copy automation however i need to build a "capture sheet" for the dashboard to reference for several data points (total invoice…
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Spreading contract value by Calendar Year based on Period of Performance start and end dates
Good evening, I am working on transitioning data from Excel to Smartsheets and am having trouble figuring out the Smartsheet equivalent to a formula I have used for years in Excel to spread contract value/revenue by calendar year as follows:…
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Workflow Automation: Copy changes to a new sheet
I manage a smartsheet that has a 2yr rolling forecast for 1,000+ expenses. At the end of the month, I would like to review and share all the changes that have been made to the "Cost" column. With workflow automation, I know that when a change is made to the Cost column, I can: Have the changes emailed to me at a frequency…
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Creating price tickets
Would be grateful for any guidance please. I'm looking for a way of producing sheets of price labels including a barcode that would be generated from a smartsheet. I can get all the relevant data into one smartsheet however I have been struggling to come up with a way of creating a PDF that would contain the price label…
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Basic A/P and A/R payment tracker
We're a property management company with a construction arm. Our construction is basic and requires us simply to track Owner/Address/Date of approval/Job number (which we create)/Contractor's Bid/Change orders/Payments to Contractor/Balance to contractor/Our Bid/Change Orders/Payments to us/Balance due us/A/R for cash paid…
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Can a range be specified with a beginning and no end?
I'd like to create summary rows at the top of my sheet, but specifying the entire column as a range in the formula is causing #circular reference and #block errors. Is there a way to specify a range from row 25 to infinity? I'd like additional rows to automatically be included in my summary calculations. The formulas I'm…
