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Reporting tool for invoicing

Jaap Riemens
Jaap Riemens ✭
edited 12/09/19 inArchived 2016 Posts

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

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  • JohnHinkle
    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).

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I understand. Unfortunately, there is no other option that I see. One thing to make it easier for you to add the name is to have a helper column in the source sheet with a formula to identify duplicates. If there is a record with no duplicate (i.e., a new name added), you can get notified through a workflow and use that to add the name to your metric sheet.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":106984,"type":"question","name":"Using Countif to count Often and Very Often,","excerpt":"however I can't get it to work the Often is also counting the Very Often: =COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, HAS(\"Often\", @cell), NOT(HAS(\"Very\", @cell)))","snippet":"however I can't get it to work the Often is also counting the Very Often: =COUNTIF([Tools & Resources (SE-2)]8:[Tools & Resources (SE-2)]12, HAS(\"Often\", @cell), NOT(HAS(\"Very\",…","categoryID":322,"dateInserted":"2023-06-27T22:21:22+00:00","dateUpdated":"2023-06-27T22:25:38+00:00","dateLastComment":"2023-06-27T22:37:19+00:00","insertUserID":13941,"insertUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":13941,"lastUserID":13941,"lastUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":21,"score":null,"hot":3375811121,"url":"https:\/\/community.smartsheet.com\/discussion\/106984\/using-countif-to-count-often-and-very-often","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106984\/using-countif-to-count-often-and-very-often","format":"Rich","lastPost":{"discussionID":106984,"commentID":382723,"name":"Re: Using Countif to count Often and Very Often,","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382723#Comment_382723","dateInserted":"2023-06-27T22:37:19+00:00","insertUserID":13941,"insertUser":{"userID":13941,"name":"steinkj","title":"","url":"https:\/\/community.smartsheet.com\/profile\/steinkj","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2017-04\/84\/c0\/n84c060f2d4e16db2de757af80ad4cdca.png","dateLastActive":"2023-06-27T22:35:42+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T22:37:48+00:00","dateAnswered":"2023-06-27T22:37:19+00:00","acceptedAnswers":[{"commentID":382723,"body":"

Thank you, as always I was trying to make it too hard!!!!<\/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":106975,"type":"question","name":"Case sensitivity when using data mesh","excerpt":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including manager's email. The DataMesh is keying of of the common field of User ID. We noticed that for many of the nurses the match didn't work and also…","snippet":"I set up a Data Mesh that is working quite well. Nurses enter their credential information and we use DataMesh to add other human resources information of record - including…","categoryID":343,"dateInserted":"2023-06-27T19:39:23+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T20:09:07+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":114017,"lastUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":22,"score":null,"hot":3375793110,"url":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106975\/case-sensitivity-when-using-data-mesh","format":"Rich","lastPost":{"discussionID":106975,"commentID":382692,"name":"Re: Case sensitivity when using data mesh","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382692#Comment_382692","dateInserted":"2023-06-27T20:09:07+00:00","insertUserID":114017,"insertUser":{"userID":114017,"name":"Jacqueline Ennis","url":"https:\/\/community.smartsheet.com\/profile\/Jacqueline%20Ennis","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxZA0IOt6rrnETj3_ATzn0g7JjbJTEyOyIfrNKKb=s96-c","dateLastActive":"2023-06-27T20:08:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T20:09:23+00:00","dateAnswered":"2023-06-27T20:09:03+00:00","acceptedAnswers":[{"commentID":382691,"body":"

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