Auto populate timesheet data to Billing

Platform discussions monday apps & integrations
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Essentially we are investigating Tracket as a possible timesheet platform.

  • When in our Finance Board on monday we would like our Finance board to auto populate from tracket Item ID.
  • However we cannot link the Item ID in Tracket to auto populate the Item ID in the Finance board. We would use an Item ID as a Project to which we would bill for.
  • Example: Project x (Item ID) created in the timesheet 14 hours allocated for billing, this should auto populate in the Finance Board as Project X (Item ID) for billing purposes.

Do I connect my projects board to tracket and then to Finance?

How can I achieve this? Appreciate all the help

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2

Hi @KirstenLeighton
Bas here, from the Tracket team :slight_smile:

I would love to get in touch with you to see what we can do helping you achieve what you’re looking for natively in Tracket. Please find an available spot in my calender and let’s talk.

Looking forward to speaking with you.

All the best,

Bas
Product Manager @ Avisi Apps