Dext + Smartsheet
Add attachments to rows in Smartsheet for new processed receipts notifications in Dext
Stay on top of your expenses with this handy workflow. When you receive a new processed receipt notification in Dext, it will instantly add an attachment to the relevant row in Smartsheet. This process ensures each financial transaction is documented efficiently, allowing for better financial management and organization without the extra manual work. Use this workflow to streamline your financial procedures and stay more organized.
Stay on top of your expenses with this handy workflow. When you receive a new processed receipt notification in Dext, it will instantly add an attachment to the relevant row in Smartsheet. This process ensures each financial transaction is documented efficiently, allowing for better financial management and organization without the extra manual work. Use this workflow to streamline your financial procedures and stay more organized.
- When this happens...New Processed Receipt Notification
Triggers when a new receipt has been processed and allows you to create custom notifications.
- automatically do this!Add Attachment to Row
Adds a file attachment to a row.
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Archive Receipts
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Check Number of Processed Receipts
Check if you have newly processed items submitted by your clients. Sample data is an overview of new receipts for a demo company.
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