There is a Annual Budget Template. Is there a way to attach documents as invoices into that template…?
While attaching documents directly to your sheet might seem convenient, it’s not the most efficient approach due to potential file size and performance issues. Instead, if your invoices are stored in a cloud storage platform like iCloud Drive, Google Drive, Evernote, or OneNote, you can easily insert a hyperlink to the file within your sheet. This way, when you click on the link, the document will open in a new tab, keeping your sheet cleaner and responsive. I personally use this method for linking receipts to specific transactions and find it to be a helpful way to get more details about the transaction if needed.
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@Jonny I agree here with @brettanicus especially regarding performance. I would suggest that you put in links to the respective invoice documents in columns such as “Note” / “Notes” or similar, depending on the template.
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Is there a more user-friendly option? The person who manages the tracker is 80 years old. He collects payments from apartments; however, I’m not sure he understands the concept of documenting invoices in the Cloud and linking them with a URL.
Could Google or MS Forms be customized so that the data can be entered directly into that tracker?
That’s helpful to know more about the scenario. So you’re tracking payments from renters, and there is more information from an invoice that you want to attach to that transaction? Also, are you using Google Sheets or Microsoft Excel? This might be more than you’re looking for, but there is a Property Rental Manager Sheet template available as a community solution.
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This sounds like it might be helpful. How does one set it up? Could there be hyperlinks for receipts by year or by month or some other useful period? At this point my receipts are being saved in my Google Drive, all in one file so far. Any suggestions/help appreciated!
Hmm, I’m not sure how you would group receipts by year or month in Tiller. Could you tell us more about how you want to use receipts with Tiller? Or do you just want to better organize your receipts in Google Drive?
The typical scenario is when you have a single transaction in Tiller for something like a medical bill for $427. You have an invoice that includes line items for the physican, the lab work, a carryover balance, etc… You save the invoice to Google Drive and copy its hyperlink. In Tiller for that transaction, you add a value like “Invoice” in the Note column and go to Insert > Link and paste the hyperlink. Then in the future, if you’re wondering what made up that $427, you can click the link to see the detailed invoice.
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