Check writing integration?

Loann McGee

下午好,

Is there a 3rd party entity that is able to pull data from invoice/payroll data to then print checks for employees/vendors?

Blessings,

Loann

Richard Rymill SBP

I can see how you could do thi if the accounting package is API friendly and so use such as Zappier to populate your Smartsheet row, then Merge to Google Template for writing the checks, but we would have to know more about your system to run a test.

Hope That Helps

RichardR

Loann McGee

I'm asking on behalf of someone who owns an excavation company and is looking for an easy-to-use software to track bids, jobs, inventory, invoicing, payroll and checkwriting. I think Smartsheet will do all but the latter, so I thought I'd check (pun!) for input on the community.

Open to recommendations!

Blessings,

Loann

Richard Rymill SBP

We work with lots of construction companies that have similar needs Loann and so your requirements list looks quite achievable in Smartsheet, probably easiest to achieve if they are a "Google House" as they can use the Merge to Google feature for Quotes & Invoices the rest is good content for Smartsheet use.

Good luck

RichardR

Loann McGee

Thanks, Richard. I've passed the info along and hopefully it gains interest and they can come on board!

Nic Mangialardi

Hello Loann,

Building off of what Richard stated previously, there are some great third party integration platforms that can link your information from SmartSheet to various other APIs. One easy to use integration platform is Azuqua, for whom I work. Information can be integrated through the use of what we call FLOs. Through a simple drag and drop system, users can link SmartSheet to various other applications like Acumatica, Salesforce, Concur and others which can organize and track your data. There are plenty of functions that users can access which will manipulate and organize the data and then transfer the information to other applications to store. You can check it out herehttp://www.azuqua.com/ andtry a 14-day free trial to see if this platform is a good fit.

Loann McGee

Thank you, Nic. This would be for a family-owned business, and once we start talking API's and such, it's beyond their realm.

However, I hope to be able (if they choose to go with Smartsheet) to go them to help get them set up. Maybe then I can help them navigate through these options - though API's are above my understanding at this point, too.

Blind leading the blind! ;-)