Financial Services

 

Discussion List

  • Refund Tracking Smartsheet- Ideas or Template
    In Using Smartsheet
    Good Afternoon Everyone, I am overseeing customer refunds for our company. Our company requires customers to make a refund preference so when there is a refund due to them, we can deliver it to them as quickly as possible. However, beca…
    Answered - Pending Review
    20 2
    Answered - Pending Review 20 views 2 comments Most recent by Rlorenzana Using Smartsheet
  • Calculating Monthly Revenue
    In Formulas and Functions
    I would like to sum monthly revenue estimates of projects on our schedule sheets. We have several projects that straddle different months, this IS where it gets tricky. Is it possible to build a formula that looks at a project and if the…
    Answered - Pending Review
    24 6
    Answered - Pending Review 24 views 6 comments Most recent by Paul Newcome Formulas and Functions
  • Auto Populate G702/703 from Schedule Sheet
    In Using Smartsheet
    Our accounting dept is wanting to auto populate g702/703 invoice form, for monthly billings, from project schedule sheet. Has anyone been able to complete this task or something similar within smart sheets? If so do you have any guidance y…
    Answered - Pending Review
    25 1
    Answered - Pending Review 25 views 1 comment Most recent by L_123 Using Smartsheet
  • How can I link two forms from two different sheets to put the answers on one singular sheet?
    In Using Smartsheet
    I want to be able to have two sheets with two different forms, but then I want the two forms to also have one sheet with the answers from both forms so that the answers are combined. Is that possible? If so, could you help?
    Answered - Pending Review
    59 1
    Answered - Pending Review 59 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Docusign / Smartsheet | Supported Field Types
    In API & Developers
    Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are …
    139 3
    139 views 3 comments Most recent by Genevieve P. API & Developers
  • Generate Cover Sheet Summary Page off of Data?
    In Using Smartsheet
    We have a spreadsheet listing all of our jobs and I was wondering if anyone knows if we can highlight one of the jobs by selecting it and generating a cover page summary report of just that one job? Any advice would be greatly appreciated!…
    Answered - Pending Review
    20 1
    Answered - Pending Review 20 views 1 comment Most recent by Heather Duff Using Smartsheet
  • Smartsheet Dashboard published within MS Sharepoint 2016
    In Using Smartsheet
    I want to take a Smartsheet Dashboard that is interactive and put it as a web part within MS SharePoint 2016 site.  I use the page viewer webpart and provide the web page link offered up when I publish the dashboard, but once I apply it, a…
    2739 7
    2.7K views 7 comments Most recent by Ruby C Using Smartsheet
  • Include Multiple Recipients on Single Email Alert
    In Using Smartsheet
    We are currently using a form to track internal requests.  We are trying to get smartsheet to send an email to multiple recipients on a single email thread.  Essentially using this form to generate an email thread which has all of the foll…
    216 2
    216 views 2 comments Most recent by neilltm Using Smartsheet
  • Calculate the time between two dates by days, hours and minutes
    In Formulas and Functions
    Hi, I am trying to implement the following formula from my excel spreadsheet into my smartsheet: =INT(O2-Q2)&" Days "&HOUR(MOD(O2-Q2,1))&" Hour "&MINUTE(MOD(O2-Q2,1))&" Minutes" Basicall…
    3110 26
    3.1K views 26 comments Most recent by Julie Barbeau Formulas and Functions
  • Time Tracking - Hours and Minutes
    In Formulas and Functions
    I was working on a way to track some task hours and minutes... came up with this: One of the problems I ran into is that if you put "00" (double-ought) or any minute with a preceding zero, it would error. You can see the work-ar…
    1587 5
    1.6K views 5 comments Most recent by L_123 Formulas and Functions