Automated Invoice Tracker Full Tutorial for Google Sheets

Описание к видео Automated Invoice Tracker Full Tutorial for Google Sheets

Let's be honest, if invoices aren't payed on time and in full, people are not going to want to work with you. With this Automated Invoice tracker, you'll always remember which invoices are coming up and can plan your finances accordingly.

Best of all, it's super easy to use.

* Simply mark your invoice as "Paid" once you pay the invoice. It will automatically move to the "Past Invoices" tab for you to have a record of when you paid the invoice and how much was paid.
* Use the Worksheet tab to have a visualization surrounding all of your invoice payments each month.
* Use the slicers to drill into each company/category/ or specific dates seamlessly to investigate payment discrepancies.

With this tracker, you won't have to worry about forgetting an invoice!

00:00 - Intro
00:14 - Initial Setup
01:44 - Add Status Dropdown
02:19 - Add Category Dropdown
03:31 - Days Until Due Formula
04:35 - Conditional Formatting
07:01 - Report Tab (Optional if not automating with a report)
07:48 - To Add Tab (Optional if not automating with a report)
12:12 - Automation Setup
14:45 - Add Time-Driven Trigger
15:35 - Add Pivot Tables
17:13 - Add Charts
19:30 - Add Slicers
20:42 - Final Flow Test
22:00 - Investigate Amounts with Slicers
22:30 - Group rows
23:02 - Add Filters

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