Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
Hello all,
Is there a template that tracks a Business Checking Account.
To extend on that, I'm also looking for a template that will generate invoices.
Thanks
-Bill
Hi Bill,
Have you looked thru the Solution Center regarding the Business Checking Account template? It seems like it would be reasonably easy to create otherwise. Let me know if you need help!
Regarding the invoices, a great option depending on your specific needs could be to use the integration with Google Docs or maybe DocuSign.
Can you describe in more detail what you need?
I hope this helps you!
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
I'm working on something to generate invoices with QuickBooks from Smartsheet data.
Anyway we can make this view only for security purposes? We would like to prevent users from sending responses to other users by accident.
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
Is there a way to revert to the old dashboard look and feel. The new dashboards do not look good at all. There is no way of knowing if there are additional items in the widgets until you scroll over one to learn there is more to it since the vertical bar doesn't show. We have hundreds of dashboards and they will all need…
