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#1
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Excel Invoice Template
How do I change the currency in Microsoft Excel 2003's Invoice Template. It
automatically shows the total and unit price in $? |
#2
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Excel Invoice Template
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#4
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Excel Invoice Template
On Thu, 24 Aug 2006 08:59:36 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: Tom I have a copy of the older version of INVOICE.XLT from xl97 along with the associated INVDB.XLS I can provide these to you through email if you desire. Are you saying that you use this template in Excel 2003 and that it still prompts the user to save data to INVDB.XLS on closing the workbook? Only problem I found was that the INVDB.XLS is expected to be in C:\Program Files\Microsoft Office\Office\Library and would not work if in the default Office11\Library folder at C:\Program Files\Microsoft Office\Office11\Library I was able to modify the template using Excel 2000 to specify a different location for INVDB.XLS. Trouble is, I can't remember now how I did it. So...I just created the folder and stuck INVDB.XLS in there. Now, if I could just get the Invoice Numbering toolbar to open. I load TMPLTNUM.XLA but the toolbar does not show up anywhere. I've never seen this file in either Excel 2000 or 2003. Tom -- remove .spoo to reply by email |
#5
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Excel Invoice Template
On Fri, 25 Aug 2006 09:17:16 -0600, Tom Hall wrote:
On Thu, 24 Aug 2006 08:59:36 -0700, Gord Dibben <gorddibbATshawDOTca wrote: Tom I have a copy of the older version of INVOICE.XLT from xl97 along with the associated INVDB.XLS I can provide these to you through email if you desire. Are you saying that you use this template in Excel 2003 and that it still prompts the user to save data to INVDB.XLS on closing the workbook? That is correct. Only problem I found was that the INVDB.XLS is expected to be in C:\Program Files\Microsoft Office\Office\Library and would not work if in the default Office11\Library folder at C:\Program Files\Microsoft Office\Office11\Library I was able to modify the template using Excel 2000 to specify a different location for INVDB.XLS. Trouble is, I can't remember now how I did it. I haven't looked that closely, found it easier to create the folder it wanted. So...I just created the folder and stuck INVDB.XLS in there. Now, if I could just get the Invoice Numbering toolbar to open. I load TMPLTNUM.XLA but the toolbar does not show up anywhere. I've never seen this file in either Excel 2000 or 2003. Was provided with Excel 2000 so don't know why you didn't see it. http://support.microsoft.com/kb/288118/en-us Gord Tom Gord Dibben MS Excel MVP |
#6
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Excel Invoice Template
On Thu, 24 Aug 2006 08:59:36 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: Tom I have a copy of the older version of INVOICE.XLT from xl97 along with the associated INVDB.XLS I can provide these to you through email if you desire. I have sent you an email about this. Only problem I found was that the INVDB.XLS is expected to be in C:\Program Files\Microsoft Office\Office\Library and would not work if in the default Office11\Library folder at C:\Program Files\Microsoft Office\Office11\Library So...I just created the folder and stuck INVDB.XLS in there. I think the only way to change the location of INVDB.XLS is to use the Template Wizard -- which appears to no longer exist for Excel 2003 :-( Tom -- remove .spoo to reply by email |
#7
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Excel Invoice Template
I have since managed to change the path to INVDB.XLS.
A sheet named Template Information was xlveryhidden. I unhid it and changed the path in a cell that is linked to the pathname in F32 of the "Customize your Invoice" sheet. Gord On Sun, 27 Aug 2006 09:51:10 -0600, Tom Hall wrote: On Thu, 24 Aug 2006 08:59:36 -0700, Gord Dibben <gorddibbATshawDOTca wrote: Tom I have a copy of the older version of INVOICE.XLT from xl97 along with the associated INVDB.XLS I can provide these to you through email if you desire. I have sent you an email about this. Only problem I found was that the INVDB.XLS is expected to be in C:\Program Files\Microsoft Office\Office\Library and would not work if in the default Office11\Library folder at C:\Program Files\Microsoft Office\Office11\Library So...I just created the folder and stuck INVDB.XLS in there. I think the only way to change the location of INVDB.XLS is to use the Template Wizard -- which appears to no longer exist for Excel 2003 :-( Tom Gord Dibben MS Excel MVP |
#8
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Excel Invoice Template
That should read..........
A sheet named Template Information in INVOICE.XLT was xlveryhidden. Gord On Sun, 27 Aug 2006 10:41:42 -0700, Gord Dibben <gorddibbATshawDOTca wrote: I have since managed to change the path to INVDB.XLS. A sheet named Template Information was xlveryhidden. I unhid it and changed the path in a cell that is linked to the pathname in F32 of the "Customize your Invoice" sheet. Gord On Sun, 27 Aug 2006 09:51:10 -0600, Tom Hall wrote: On Thu, 24 Aug 2006 08:59:36 -0700, Gord Dibben <gorddibbATshawDOTca wrote: Tom I have a copy of the older version of INVOICE.XLT from xl97 along with the associated INVDB.XLS I can provide these to you through email if you desire. I have sent you an email about this. Only problem I found was that the INVDB.XLS is expected to be in C:\Program Files\Microsoft Office\Office\Library and would not work if in the default Office11\Library folder at C:\Program Files\Microsoft Office\Office11\Library So...I just created the folder and stuck INVDB.XLS in there. I think the only way to change the location of INVDB.XLS is to use the Template Wizard -- which appears to no longer exist for Excel 2003 :-( Tom Gord Dibben MS Excel MVP Gord Dibben MS Excel MVP |
#9
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Excel Invoice Template
On Sun, 27 Aug 2006 10:55:52 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: That should read.......... A sheet named Template Information in INVOICE.XLT was xlveryhidden. There's a sheet in the template you sent me that says "Customize your Invoice", which has been there from the beginning and wasn't hidden. If you're talking about a third sheet in the template -- how exactly did you access it? I can't seem to find it in the template you sent me. You also haven't told me how you managed to get the Template Wizard to install and work in Excel 2003, because as far as I've been able to determine from my own research, you need the Template Wizard in order to do things like change the path to INVDB.XLS. Tom -- remove .spoo to reply by email |
#10
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Excel Invoice Template
On Sun, 27 Aug 2006 10:41:42 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: I have since managed to change the path to INVDB.XLS. A sheet named Template Information was xlveryhidden. I unhid it and changed the path in a cell that is linked to the pathname in F32 of the "Customize your Invoice" sheet. Yes. That's the cell in "Customize your Invoice" that I was referring to. When I attempt to change the value in that cell, I get a warning: "Template Wizard Database YOU CANNOT CHANGE THE DATABASE LOCATION FROM THIS CELL. To use a different database, use the Template Wizard to create it. For more information about the Template Wizard Database, click Template Help on the Invoice Toolbar. Continue? Yes No Cancel" There is no Invoice Toolbar. Never has been. I still don't know what you're doing there. Tom -- remove .spoo to reply by email |
#11
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Excel Invoice Template
Tom
ALT + F11 to open Visual Basic Editor. CTRL + r to open Project Explorer. Select the INVOICE project and expand it. Expand Modules. D-click on Module1 Run the macro found there to make Template Information sheet visible. If you wish to leave it visible, you must re-save the workbook as a Template(*.xlt) As far as the Template Wizard goes...............download the installation file which produces a file named WZTEMPLT.XLA Store that in your Office11\Library folder. Open Excel and the INVOICE.XLT I sent you. ToolsAdd-ins. Checkmark at Template Wizard with Data Tracking. Gord On Mon, 28 Aug 2006 08:58:03 -0600, Tom Hall wrote: On Sun, 27 Aug 2006 10:55:52 -0700, Gord Dibben <gorddibbATshawDOTca wrote: That should read.......... A sheet named Template Information in INVOICE.XLT was xlveryhidden. There's a sheet in the template you sent me that says "Customize your Invoice", which has been there from the beginning and wasn't hidden. If you're talking about a third sheet in the template -- how exactly did you access it? I can't seem to find it in the template you sent me. You also haven't told me how you managed to get the Template Wizard to install and work in Excel 2003, because as far as I've been able to determine from my own research, you need the Template Wizard in order to do things like change the path to INVDB.XLS. Tom Gord Dibben MS Excel MVP |
#12
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Excel Invoice Template
Ignore all that crap and just change the path in Template Information!B3
See my other post to access Template Information sheet. Gord On Mon, 28 Aug 2006 09:03:54 -0600, Tom Hall wrote: On Sun, 27 Aug 2006 10:41:42 -0700, Gord Dibben <gorddibbATshawDOTca wrote: I have since managed to change the path to INVDB.XLS. A sheet named Template Information was xlveryhidden. I unhid it and changed the path in a cell that is linked to the pathname in F32 of the "Customize your Invoice" sheet. Yes. That's the cell in "Customize your Invoice" that I was referring to. When I attempt to change the value in that cell, I get a warning: "Template Wizard Database YOU CANNOT CHANGE THE DATABASE LOCATION FROM THIS CELL. To use a different database, use the Template Wizard to create it. For more information about the Template Wizard Database, click Template Help on the Invoice Toolbar. Continue? Yes No Cancel" There is no Invoice Toolbar. Never has been. I still don't know what you're doing there. Tom |
#13
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Excel Invoice Template
On Mon, 28 Aug 2006 08:46:42 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: Tom ALT + F11 to open Visual Basic Editor. CTRL + r to open Project Explorer. Select the INVOICE project and expand it. Stop here. It's asking for a password. Tom -- remove .spoo to reply by email |
#14
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Excel Invoice Template
On Mon, 28 Aug 2006 08:49:49 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: Ignore all that crap and just change the path in Template Information!B3 See my other post to access Template Information sheet. No can do. It's password-protected -- and I didn't put a password there. Tom -- remove .spoo to reply by email |
#15
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Excel Invoice Template
On Mon, 28 Aug 2006 08:46:42 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: Tom ALT + F11 to open Visual Basic Editor. CTRL + r to open Project Explorer. Select the INVOICE project and expand it. Expand Modules. D-click on Module1 Run the macro found there to make Template Information sheet visible. If you wish to leave it visible, you must re-save the workbook as a Template(*.xlt) I was able to do this with the template you sent me, but not with the one I've been using - the one that includes all of my customization. For some reason, accessing just about any component of the workbook produces a prompt for a password. Tom -- remove .spoo to reply by email |
#16
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Excel Invoice Template
That's because I took the password off the file I sent you.
That's the reason I sent it to you. If you want to use your own file, enter this password to view the VBA project. chzdood Remove the protection if you choose. Gord On Tue, 29 Aug 2006 08:40:14 -0600, Tom Hall wrote: On Mon, 28 Aug 2006 08:46:42 -0700, Gord Dibben <gorddibbATshawDOTca wrote: Tom ALT + F11 to open Visual Basic Editor. CTRL + r to open Project Explorer. Select the INVOICE project and expand it. Expand Modules. D-click on Module1 Run the macro found there to make Template Information sheet visible. If you wish to leave it visible, you must re-save the workbook as a Template(*.xlt) I was able to do this with the template you sent me, but not with the one I've been using - the one that includes all of my customization. For some reason, accessing just about any component of the workbook produces a prompt for a password. Tom Gord Dibben MS Excel MVP |
#17
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Excel Invoice Template
On Thu, 24 Aug 2006 08:59:36 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: Now, if I could just get the Invoice Numbering toolbar to open. I load TMPLTNUM.XLA but the toolbar does not show up anywhere. I'm working on that myself, but as it has never worked here, I'm not missing it... :-) By the way, thank you for your help in solving my problem with INVDB.XLS, which is now working as it did for me in Excel 2000. Interestingly enough, at one point in my playing around with the invoice template, I momentarily had the Template Toolbar displayed, but at the moment I was so focused on other issues I didn't take note of what I did to achieve that. I've put Tmpltnum.xla in the Office11\Library folder, along with wztemplt.xla, but have not been able to get the template taskbar to appear. Is that where the numbering feature is controlled?? Tom -- remove .spoo to reply by email |
#18
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Excel Invoice Template
The sequential numbering requires the Numbering Toolbar or to be loaded and
visible. There is also a macro in the INVOICE.XLT module "Macros" named AssignNumbers() You can run that to assign a unique number so you don't really need the Numbering Toolbar. Gord On Wed, 30 Aug 2006 09:28:45 -0600, Tom Hall wrote: On Thu, 24 Aug 2006 08:59:36 -0700, Gord Dibben <gorddibbATshawDOTca wrote: Now, if I could just get the Invoice Numbering toolbar to open. I load TMPLTNUM.XLA but the toolbar does not show up anywhere. I'm working on that myself, but as it has never worked here, I'm not missing it... :-) By the way, thank you for your help in solving my problem with INVDB.XLS, which is now working as it did for me in Excel 2000. Interestingly enough, at one point in my playing around with the invoice template, I momentarily had the Template Toolbar displayed, but at the moment I was so focused on other issues I didn't take note of what I did to achieve that. I've put Tmpltnum.xla in the Office11\Library folder, along with wztemplt.xla, but have not been able to get the template taskbar to appear. Is that where the numbering feature is controlled?? Tom |
#19
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Excel Invoice Template
On Wed, 30 Aug 2006 16:28:59 -0700, Gord Dibben <gorddibbATshawDOTca
wrote: The sequential numbering requires the Numbering Toolbar or to be loaded and visible. There is also a macro in the INVOICE.XLT module "Macros" named AssignNumbers() You can run that to assign a unique number so you don't really need the Numbering Toolbar. Good stuff. Got it working. Is there a way to make the AssignNumbers() macro autorun every time I use the invoice template to create a new worksheet? File = New = worksheet using INVOICE.XLT Tom -- remove .spoo to reply by email |
#20
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Excel Invoice Template
Tom
I would just assign it to a button on a Toolbar so's I had control over when an invoice gets a number. But if you wish it to be automatic upon opening.......... Call it from a Workbook_Open sub in Thisworkbook module or the Auto_Open sub in a general module. Gord On Thu, 31 Aug 2006 08:42:03 -0600, Tom Hall wrote: On Wed, 30 Aug 2006 16:28:59 -0700, Gord Dibben <gorddibbATshawDOTca wrote: The sequential numbering requires the Numbering Toolbar or to be loaded and visible. There is also a macro in the INVOICE.XLT module "Macros" named AssignNumbers() You can run that to assign a unique number so you don't really need the Numbering Toolbar. Good stuff. Got it working. Is there a way to make the AssignNumbers() macro autorun every time I use the invoice template to create a new worksheet? File = New = worksheet using INVOICE.XLT Tom |
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