自定义模板

在使用模板创建文档之前，用有关公司、个人、或其他需要的信息填充自定义工作表。当创建了新文档之后，为您输入了常用信息。

在模板中自定义常用信息

1	在“文件”菜单，单击“新建”命令，再单击“Spreadsheet Solutions”选项卡，然后单击要使用的模板。

2	单击右上角的“定制”按钮，然后填充“自定义工作表”的有关信息。

可以包含公司徽标或改变文本字体。如果不插入徽标，打印文档时不显示“此处插入徽标”。

3	当填充完信息，单击“锁定/保存工作表”按钮，然后在“锁定选项”下，单击“锁定并保存”。

4	在“保存模板”对话框，键入自定义模板名，然后单击“保存”。

5	在“文件”菜单，单击“关闭”。

使用自定义模板创建新文档

1	在“文件”菜单，单击“新建”，然后单击要使用的模板。

2	填充需要的信息。

3	将新文档保存为 Microsoft Excel 工作簿 (.xls) 文件。

4	要打印文档，单击“常用”工具栏的“打印”按钮。

每个工作表的打印区域会自动指定。


使用模板向导提供的数据库

要使用数据库，必须在 Microsoft Excel 安装“数据跟踪模板向导”加载宏。如果已安装模板向导，但在“数据”菜单中没有“模板向导”命令，可单击“加载宏”（“工具”菜单），然后选定“数据跟踪模板向导”复选框。

要将输入信息添加到数据库，单击模板工具栏的“提取数据库信息”按钮。

注释   数据库文件 expdb.xls、invdb.xls、podb.xls、timedb.xls、sqdb.xls、和 crdb.xls 必须保存在 Microsoft Excel 的数据库文件夹中。可以使用模板向导将创建的数据库保存在任何目录。


使用 Common Information 工作簿

在使用 Timecard、 Sales Quote、 和 Expense Statement 模板之前，要在相关工作簿中，添加关于雇员和产品有关信息。当使用模板时，不需要键入，可直接在列表中选择。

将信息添加到 Common Information 工作簿

1	关闭打开的模板或基于模板的文档。

2	在 Microsoft Excel，打开 Common 工作簿。

3	填充雇员信息工作表和产品及服务分类工作表。

可以删除工作表提供的样例数据。

4	在“常用”工具栏，单击“保存”按钮。


Numbering invoices, purchase orders, and other documents

The Change Request, Expense Statement, Invoice, Purchase Order, Sales Quote, and Timecard templates can add sequential reference numbers to track each document you create from a template. Before you save a document, click the Assign A Number button on the template toolbar. A number is added in the upper-right corner of the worksheet. To use your own tracking number, type the number directly in the appropriate cell.

To share a numbering scheme with others in your workgroup, you can specify a location on the Customize tab in the template. In the Counter Location box, specify the path to a shared folder. The next time you use the template, a numbering file will be automatically created at that location. The numbering sequence is incremented each time you or another user assigns a number to a new document that�s based on that template. A separate numbering file is maintained for the various templates.


模板工具栏帮助

全屏显示 / 复原   全屏显示模板或恢复模板到正常尺寸。

隐藏单元格附注 / 显示单元格附注   切换显示或隐藏单元格的附注。当显示单元格附注时，在单元格的右上角会显示一红点，表示有单元格附注。

添加或编辑附注   在模板中添加自己的单元格附注。

模板帮助   显示当前模板的帮助主题。

显示示例 / 删除示例   用例子填充单元格以显示怎样使用工作表。单击按钮又删除例子。

分配编号   给文档模板填充连续的编号。

拆分和冻结窗格   水平拆分屏幕，然后冻结顶部窗格，使拖动下面滚动条时列标题可见。要删除拆分，再单击此按钮。

计算器   显示计算器。


Invoice

This template is licensed to Microsoft by Village Software�. To learn more about Village Software, select the template named "Village" in the New dialog box (File menu).

The Invoice form provides an easy way to create and track your invoices to customers.

Before using the template, fill in the Customize sheet with information about your company and any information you want to appear on each invoice, such as applicable taxes, standard shipping charges, and acceptable payment methods. For information about customizing the template, see the following topics.

Customizing a template

Using the Template Wizard databases provided with the templates

Using the Common Information workbook

Numbering invoices, purchase orders, and other documents

To create an invoice

1	Fill in all pertinent invoice information, including specific customer information, details on the actual products or services being invoiced, and payment details.

2	To create a database record of an invoice, save the invoice or click the Capture Data In A Database button on the Invoice toolbar.

Note   To use this procedure, you must have the Template Wizard With Data Tracking add-in installed and loaded in Microsoft Excel.

For detailed help on filling in an invoice, use the CellTips provided in the template. For information about the buttons on the Invoice toolbar, see Template Toolbar Help.


Purchase Order

This template is licensed to Microsoft by Village Software�. To learn more about Village Software, select the template named "Village" in the New dialog box (File menu).

The Purchase Order form helps you track your purchase orders to vendors.

Before using the template, fill in the Customize sheet with your company's information and any information you want to appear on each purchase order, such as applicable taxes, standard shipping charges, and acceptable payment methods. For information about customizing the template, see the following topics.

Customizing a template

Using the Template Wizard databases provided with the templates

Numbering invoices, purchase orders, and other documents

To create a purchase order

1	Fill in details about the vendor, the products and services you�re ordering, and the shipping and payment.

2	To create a database record of a purchase order, save the purchase order or click the Capture Data In A Database button on the Purchase Order toolbar.

Note   To use this procedure, you must have the Template Wizard With Data Tracking add-in installed and loaded in Microsoft Excel.

For detailed help on filling in a purchase order, use the CellTips provided in the template. For information about the buttons on the Purchase Order toolbar, see Template Toolbar Help.


Expense Statement

This template is licensed to Microsoft by Village Software�. To learn more about Village Software, select the template named "Village" in the New dialog box (File menu).

The Expense Statement form makes it easy for employees to track expenses.

Before using the template, fill in the Customize sheet with your company's information and any details and requirements, such as allowed mileage and reimbursable expenses. For information about customizing the template, see the following topics.

Customizing a template

Using the Template Wizard databases provided with the templates

Using the Common Information workbook

Numbering invoices, purchase orders, and other documents

To create an expense statement

1	Fill in the employee information.

2	Enter the expenses you incurred during the specified period.

3	Enter any advances that might be applicable for this period.

4	To create a database record of an expense statement, save it or click the Capture Data In A Database button on the Expense toolbar.

Note   To use this procedure, you must have the Template Wizard With Data Tracking add-in installed and loaded in Microsoft Excel.

For detailed help on filling in an expense statement, use the CellTips provided in the template. For information about the buttons on the Expense toolbar, see Template Toolbar Help.


Timecard

This template is licensed to Microsoft by Village Software�. To learn more about Village Software, select the template named "Village" in the New dialog box (File menu).

The Timecard tracks the time you spend working on various accounts and projects during a given period.

Before using the template, fill in the Customize sheet with your company's information and payroll requirements, such as whether or not overtime requires approval. For information about customizing the template, see the following topics.

Customizing a template

Using the Template Wizard databases provided with the templates

Using the Common Information workbook

Numbering invoices, purchase orders, and other documents

To fill out a time card

1	Fill in the employee information. You can either type directly in the form or click the Select Employee button and then select from the employees listed in the Common Information workbook.

2	Fill in the hours worked each day for each account or project.

Hours are automatically totaled and summarized on the Timecard Summary Sheet.

3	To create a database record of the time card, save the time card or click the Capture Data In A Database button on the Timecard toolbar.

Note   To use this procedure, you must have the Template Wizard With Data Tracking add-in installed and loaded in Microsoft Excel.

For detailed help on filling in a time card, use the CellTips provided in the template. For information about the buttons on the Timecard toolbar, see Template Toolbar Help.


规划员

该模板授权给 Microsoft by Village Software。有关 Village Software的详细信息，请选择“新建”对话框中的“Village”模板。

“规划员”分析当前的财政状况和将来现金流预测。

在使用该模板之前，用公司信息（是“C”或“S”公司）填充自定义工作表。公司收入税只对“C”公司。如果公司是股份制，选择“S”公司，不计算收入税。有关自定义模板的信息，请参阅 自定义模板。

使用规划员

1	在“数据表”，输入有关数据。

要了解数据变化对财政状况的影响，单击“数据图表”的“资金周转如何影响财政”按钮。可以控制图形来观察对“数据图表”工作表的影响。

2	在“资产负债表”工作表，输入下列信息：

•	每季度销售预测。

•	各项的销售估计。

1	在“损益报表”工作表，输入每季度的预测数据。

2	输入实际数据。

注释   要从上到下输入数据系列，不正确的数字会导致现金流计算的错误。

3	检查现金平衡。

•	如果现金平衡为负，可能需要增加贷款，或做其他的调整变为正的现金流。

•	如果现金平衡不能控制，可能需要减少贷款。

有关输入支出和收入数据的详细帮助，使用模板中的“添加或编辑附注”。有关“规划员”工具栏按钮的信息，请参阅 模板工具栏帮助。


预算器

该模板授权给 Microsoft by Village Software。有关 Village Software的详细信息，请选择“新建”对话框中的“Village”模板。

“预算器”模板为管理个人财政提供了方便的方法。

在使用该模板之前，先填充“自定义工作表”，然后收集有关收入信息及前几个月的支票。有关自定义模板信息，请参阅 自定义模板。

建立预算器

1	在“收入数据”工作表，输入个人收入信息。

2	在每个支出数据工作表，输入支出数目。

3	在“预算摘要”工作表，检查收入与支出是否平衡。如果否，要考虑降低支出数目。

有关输入支出和收入数据的详细帮助，使用模板中的“添加或编辑附注”。有关“预算器”工具栏按钮的信息，请参阅 模板工具栏帮助。


Sales Quote

This template is licensed to Microsoft by Village Software�. To learn more about Village Software, select the template named "Village" in the New dialog box (File menu).

The Sales Quote template provides an easy way to prepare and track sales quotes for customers and other clients.

Before using this template, fill in the Customize sheet with your company's information and any information you want to appear on each sales quote, such as applicable taxes and discounts. For information about customizing the template, see the following topics.

Customizing a template

Using the Template Wizard databases provided with the templates

Using the Common Information workbook

Numbering invoices, purchase orders, and other documents

To create a sales quote

1	On the Sales Quote sheet, fill in the indicated information. For most information, you can type directly in the appropriate cell.

2	To fill in employee information automatically, click the Select Employee button and then select an employee in the list. To fill in the Description Of Product/Service section, select an item in the Product/Service box.

3	To create a database record of a sales quote, save the sales quote or click the Capture Data In A Database button on the Sales Quote toolbar.

Note   To use this procedure, you must have the Template Wizard With Data Tracking add-in installed and loaded in Microsoft Excel.

For detailed help on filling in a sales quote, use the CellTips provided in the template. For information about the buttons on the Sales Quote toolbar, see Template Toolbar Help.


贷款管理器

该模板授权给 Microsoft by Village Software。有关 Village Software的详细信息，请选择“新建”对话框中的“Village”模板。

在使用该模板之前，先填充“自定义工作表”，然后收集有关收入信息及前几个月的支票。有关自定义模板信息，请参阅 自定义模板。

比较贷款选项

1	在“贷款数据”工作表，填充单元格信息。

2	“贷款分期偿还表”显示贷款计划，包括利率与收支平衡。

“汇总图表”工作表显示贷款的本金与利率。要改变图表的格式系列，单击“更改图形”按钮。

有关填充贷款数据的帮助，使用模板中的“添加或编辑附注”。有关“贷款管理器”工具栏按钮的信息，请参阅 模板工具栏帮助。


Change Request

This template is licensed to Microsoft by Village Software�. To learn more about Village Software, select the template named "Village" in the New dialog box (File menu).

The Change Request allows you to track problems with a product or process.

Before using this template, fill in the Customize sheet with the sheet fields and titles that are pertinent to your particular product or process. You can change the available list items for the Status, Priority, and Severity boxes. Change the name of the change request form in the Main Title section. For information about customizing the template, see the following topics.

Customizing a template

Using the Template Wizard databases provided with the templates

Numbering invoices, purchase orders, and other documents

To create a change request

1	Fill in the indicated information. You can either type directly in the form or click the Select Employee button and then select from the employees listed in the Common Information workbook.

2	To create a database record of a change request, save the change request or click the Capture Data In A Database button on the CR Tracker toolbar.

Note   To use this procedure, you must have the Template Wizard With Data Tracking add-in installed and loaded in Microsoft Excel.

For detailed help on filling in a change request, use the CellTips provided in the template. For information about the buttons on the CR Tracker toolbar, see Template Toolbar Help.


Car Lease Manager

This template is licensed to Microsoft by Village Software�. To learn more about Village Software, select the template named "Village" in the New dialog box (File menu).

The Car Lease Manager helps you determine your best options when you lease a vehicle.

Before using this template, fill in the Customize sheet with your family information. For information about customizing the template, see Customizing a template.

Important   This product includes sample forms only. Using them may have significant legal implications; these vary from state to state and depend on the subject matter. Use of these forms may not necessarily comply with generally accepted accounting principles (�GAAP�) or other accounting principles or standards. Before using any of these forms for your business, you should consult with a lawyer, a financial advisor, and/or an accountant. Microsoft and its suppliers are not responsible for any action you take based on the use of this template.

To compare lease options

1	On the Lease Options sheet, fill in the requested information.

2	To see the payment schedules for the lessor's initial offer and the other leasing scenarios, switch to the Payment Tables sheet.

3	To compare costs associated with each lease option, switch to the Results Comparison sheet.

For detailed help on creating leasing scenarios, use the CellTips provided in the template. For information about the buttons on the Car Lease toolbar, see Template Toolbar Help.