This information is essential for making future projections, adjusting goals and timelines, and identifying any inefficiencies and areas for improvement. Publicly-held companies must submit a year end report as part of their legal accountability to shareholders.Ĭollecting - and then interpreting - data on an annual cadence allows companies to reflect on their performance over the past year. The report typically communicates overall company performance, financial information, and other key performance indicators (KPIs). Getting started with the Smartsheet APIĪ year end report, also called an annual report or end of year report, details an organization’s activities throughout the preceding year.ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.Have a "Find Record" action that'll retrieve all the records in the "Donors" tableģ. Create an automation that triggers whenever a new record gets created in "Transaction"Ģ. There are various ways to populate the data in this table, and one of the ways would be to:ġ. This would allow you to provide the donors with said reports You'd have a lookup field to retrieve the transaction cost, a lookup field to grab the Donor's percentage cover, and a formula field to calculate the actual amount based on the lookup field data A new "Donor X Transactions" table, where you'd now have two records, both of which are linked to the "Rent" record, and one is linked to "Donor A" and one is linked to "Donor B" "Donors" table where you have two records, one for "Donor A" and one for "Donor B", with the percentage each donor coversģ. "Transactions" table where you have a record called "Rent" with the cost of 1000Ģ. With reference to your example about rent, you'd have:ġ. Hmm, I think you'd need a table where each record represents a single transaction and a single donor I am not sure if this information is enough, in my head it is but if feel free to ask clarifying questions at the end of the year I will have to provide all my donors with reports that show the transactions above and they need all this information: total amount paid, total amount covered by donor, line by line transactions relevant to this donor? input one transaction line that splits the total cost according to the allocation mentioned above?Ģ. My questions is if I am about to pay an expense (for example rent) that is in total 1000euro and 200euro is covered by donor A and 800euro is covered by donor B is there a way to:ġ. I also use a "transactions" sheet wherein i input all of the financial transactions.
This means that a donor might cover a percentage of my yearly expense. The issue is that I have income from multiple donors, all of which will give funds for specific expenses. I am working in a non profit and I am trying to figure out the best way to track my budget.