Modifying OfficeLink templates for Microsoft Excel

OfficeLink Overview > Modifying OfficeLink templates for Microsoft Excel

To display an Accounting Plus report in Microsoft Excel, Accounting Plus uses a set of special Excel templates, which are installed when you indicate that you use Excel during the Accounting Plus installation process. Each Excel template is associated with a specific Accounting Plus report. You can modify these templates, if you wish.

If you accidentally delete an OfficeLink template for your Excel reports or word processing programme's letters, you can recreate the missing template by reinstalling the Accounting Plus programme files. Any missing templates will be added when you reinstall.

Any templates you've modified won't be replaced when you reinstall Accounting Plus. If you wish to replace a modified template when you reinstall Accounting Plus, you must first rename or delete the template you modified. (Refer to the documentation that accompanied your computer for information about renaming and deleting files using your computer's operating system.)

Click below for the step-by-step procedure:

To modify OfficeLink templates for Microsoft Excel

Click below for a list of Accounting Plus reports and their corresponding Excel templates:

Accounts Tab
Chequebook Tab

Sales Tab

Time Billing Tab

Purchases Tab

Payroll Tab

Stock Tab

Card File Tab