How to: Modify Excel built-in templates with Template Wizard.

Solution:

Open the desired built-in template. Modify and add database fields to the template as desired. Select 'Template Wizard...' from the 'Data' menu, and step through the wizard to make the necessary changes to the filenames or list of fields in the linked database.

NOTE: Built-in templates that are designed for use with the Template Wizard include: Invoice, Change Request, Expense Statement, Purchase Order, Sales Quote, and Timecard.