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Reporting tool for invoicing
I run a consulting company and would like to build a sheet where the staff can report on the time they have worked for certain clients. We invoice AM and/or PM blocks, not per hour. I have my clients in a drop down box. How can I make a summary sheet that links to the individual consultant reporting sheets in order to total all the AM/PM blocks per client per month? Did anyone make something like this before?
The reason why I want to do this is that it's easy for consultants to update their declaration list. Until now we do this by mailing an excel sheet. I am wondering if we can't make this easiers using SmartSheet. Any ideas or is there already a template that does something similar?
EDIT: Just found the time tracker template, maybe using this template and adapt that is the easiest way...
Best regards,
Jaap
Comments
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JohnHinkle ✭✭✭✭✭✭
Time tracker with Rate Table and Time Tracker for Client Projects with Form will both be good options. The latter includes a web form to make it easy for your consultants to add their information to the sheet (and will be good if you dont want they seeing other consultants entries).
Categories
Replace [Employee] if your column has a difference name. This will essentially generate a list of distinct entries and then count them.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":109307,"type":"question","name":"Show approval status based on # of approvals vs. denials","excerpt":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show \"Yes\". If there is 1 or more denials, then the Approved column would show \"No\". If the total of the columns don't equal to 6, then the Approved…","snippet":"I'm looking for a formula that will show \"Yes\", \"Hold\", or \"No\" based on # of approvals. There are 6 total approvals needed, if all 6 approve, then the Approved column would show…","categoryID":322,"dateInserted":"2023-08-22T21:20:12+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":96646,"lastUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":31,"score":null,"hot":3385482292,"url":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109307\/show-approval-status-based-on-of-approvals-vs-denials","format":"Rich","lastPost":{"discussionID":109307,"commentID":392022,"name":"Re: Show approval status based on # of approvals vs. denials","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392022#Comment_392022","dateInserted":"2023-08-22T22:04:40+00:00","insertUserID":96646,"insertUser":{"userID":96646,"name":"@SPark","url":"https:\/\/community.smartsheet.com\/profile\/%40SPark","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!co_Wh_2S-n4!ZAPZGbmgZrw!TRZYwfjvFdi","dateLastActive":"2023-08-22T22:57:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/AJ5OBZXXQRAU\/2820-29-intake-smartsheet-com-2023-08-22-14-16-38.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"(20) Intake - Smartsheet.com 2023-08-22 14-16-38.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T22:04:29+00:00","dateAnswered":"2023-08-22T21:36:22+00:00","acceptedAnswers":[{"commentID":392011,"body":"
Something like this: =IF([Approval Count]@row = 6, \"Yes\", IF([Denied Count]@row >= 1, \"No\", \"Hold\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":109305,"type":"question","name":"Counting symbols in two columns","excerpt":"I am trying to determine a formula that will count the number of \"flags\" in one column if there is not a symbol in the second column. In the example below, there is only one flag that I want counted. Basically, the green\/red\/yellow symbol would cancel out counting the red flag if that makes sense.","snippet":"I am trying to determine a formula that will count the number of \"flags\" in one column if there is not a symbol in the second column. In the example below, there is only one flag…","categoryID":321,"dateInserted":"2023-08-22T21:07:30+00:00","dateUpdated":null,"dateLastComment":"2023-08-22T21:32:33+00:00","insertUserID":161425,"insertUser":{"userID":161425,"name":"Kimberley O","title":"Transition Manager","url":"https:\/\/community.smartsheet.com\/profile\/Kimberley%20O","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/QFMM3AM7OIBI\/n40B01BQHTBGC.JPG","dateLastActive":"2023-08-22T21:48:09+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-22T21:52:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":24,"score":null,"hot":3385479003,"url":"https:\/\/community.smartsheet.com\/discussion\/109305\/counting-symbols-in-two-columns","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109305\/counting-symbols-in-two-columns","format":"Rich","lastPost":{"discussionID":109305,"commentID":392009,"name":"Re: Counting symbols in two columns","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392009#Comment_392009","dateInserted":"2023-08-22T21:32:33+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-22T21:52:26+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/FRT1E90OV2E7\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-22T21:38:17+00:00","dateAnswered":"2023-08-22T21:32:33+00:00","acceptedAnswers":[{"commentID":392009,"body":"
