I used to check which customers paid me for the current month and then mark them in Excel (the column representing the month).
How can I make this process easier and automate it in Monday?
I know I still need to mark which customers paid me, but I don’t want to deal with creating new columns and expanding the table if needed.
Thanks.
Hey Eran,
Whilst I would need to have a better understanding of your current set up, an alternative idea could be to utilise groups to identify each month of the year, and list your customers as items in each group. You could then incorporate a status column to identify whether customers have paid you or not.
Alternatively, you could list each customer as an item and use subitems to mark each month. There you can again set up a status column to mark whether the customer has paid you.
Hi bianca,
Can i make this process automate?
For example - every month new group will be created (of the current month) and duplicate all my costumers as items from my client board?