Wednesday, November 29, 2006

User-defined fields in Word templates?

Just came across a newsgroup thread where someone from Microsoft mentioned that in Office Accounting 2007, they added the ability to include user-defined fields in your invoice templates and other Microsoft Word templates. This is a BIG deal. It sounds simple and I'll need to go check this out. Here is how it is described in the post:
"If you use Office Accounting 2007, please try the following:
On the quote/order/invoice form, go to Actions->Manage Word Templates and
select the template you want to modify.
Word will be launched and have the template loaded. On the "Document
Actions" pane on the right side of the Word window, you will see the list of
fields that includes several "User-Defined Fields". You can double click any
field in the list to add the field to the Word template."

14 Comments:

At 8:35 AM, Anonymous Marynel said...

Hello,

I came across you blog while looking for small business professionals through the internet who share their knowledge through blogging. =) I can see your interest and knowledge about MS SBA with how you blog about tips and useful resources for MS SBA. I wonder if you could also be interested in add-in applications?

If in case you are interested, we, a Microsoft Partner company, are currently developing a connector that will integrate MS Dynamics CRM 3.0 and MS Office Accounting 2007. We are currently recruiting small business specialists, CRM users and interested professionals to be an advisor. Advisors will have the chance to influence the features of the software we are building and will get to evaluate pre-release versions of our application.

Should you be interested, you could visit our site for the advisor program at http://gurangosoft.com/advisor.aspx or you can email me at marynel@gurangosoft.com


Thanks and hope to hear from you soon! =)

 
At 7:56 AM, Anonymous Victor Black said...

I realize this is not a support forum. However, you appear to be a very knowledgeable and informed person on this program.
I am considering switching to MS SBA. One thing that stops me is the way MS handles templates for invoices, sales orders, etc.
The best I can figure, the two default templates (Service and Product) are the only possible options for "Select Template" drop down. If you want to use a customized template, you have to export the invoice to Word, select your template and print from there. This is crazy. In QB once you customize a tempalte and use it you never have to tell it anything again. It uses that template untill you tell it differently.
Am I missing something? Is there a way to more easily use customized templates in SBA?

 
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At 11:15 AM, Blogger Accounting Software said...

Hi,

Great info! I'm always interested to learn more about small business accounting software. Although there are various products out there I still can't figure out which is best for our business. I'm only familiar with Sage's accounting software and not so with Microsoft.

Try also checking MAS 90, MAS 200 and MAS 500 from Sage Software.

They are informational and up to date.

 
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