Invoice template problem

[Brian S.]

I have an invoice template created from the generic Microsoft one in Office
97, now used in Office 2003. The company now has a new name, address etc.
and I have changed everything on the underlying data sheet - using
"Customize" and "Unlock This Sheet" - and saved to a new name. My newly
named template can be accessed from the Excel "New" menu but appears with
the old data. If I unlock it and check, the new data is there. I'll be
gratefuil if someone can point ouy where I'm going wrong.

Brian S.

 

[Gord Dibben]

Did you open the actual template and make the changes or did you open a
workbook based on that template and save changes there?

I would go into Windows Explorer and browse to the template and open from
there, not from within Excel.

Make your changes and save as a new name making sure you save as a
template(*.xlt)


Gord Dibben MS Excel MVP

 

[Brian S.]

I would go into Windows Explorer and browse to the template and open from
there, not from within Excel.

Make your changes and save as a new name making sure you save as a
template(*.xlt)


Thanks for the quick reply Gord. I just did it through Explorer and made
sure to save as .xlt but still no joy. The underlying data is what I want
but the displayed data is the old stuff from previous company

Brian S

 

[Gord Dibben]

What do you mean by underlying data.

When saving as a new *.xlt you must clear all data from the old template
saving just the new company name and formulas.


Gord