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Networking

Excel Invoice Manager Pro and Enterprise editions support networking. This simple tutorial goes through the steps for sharing database(s) between multiple computers.

NOTE: Each computer requires its own license key/registration code.

Let's say we have two computers. They are all running Windows XP Pro. ComputerA will host the shared database file, and computerB will connect to the database on ComputerA. These two computers are locally networked.

  1. Create a folder named DB on ComputerA.
  2. Right click the DB folder and select Properties.
  3. Switch to the Sharing tab.
  4. In the Network sharing and security section, check the option Share this folder on the network and Allow network users to change my files.

    invoice network
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  5. Click OK.
  6. Store the database file in the DB folder, or create a new database file in the DB folder.
  7. On ComputerB, open My Network Places.

    If you are running Windows Vista or Windows 7, open Network

  8. Click menu Tools -> Map Network Drive.

    invoice network - 2
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    On Windows Vista or Windows 7, double-click ComputerA. You should find the shared folder DB. Right-click the shared forder DB and choose Map Network Drive.

  9. Choose a drive letter, such as S:.
  10. Click Browse.
  11. Browse to and select the shared DB folder on ComputerA.

    invoice network - 3
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  12. Click OK.
  13. Click Finish to close the Map Network Drive dialog box.

    invoice network - 4
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  14. Open My Computer. Make sure there is a drive "S:" and that you can open it.

    invoice network - 5
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  15. Open your invoice template. Click the Settings button on the Invoice worksheet.
  16. Switch to the Database tab.
  17. Click Open Database.
  18. Browse to and open the shared database.

    invoice network - 6
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    Note: Make certain that you are opening the shared database via its mapped driver letter (i.e. S:), and not the computer name in My Network Places, or the system will not be able to find the database file and will display the following message:

    invoice network - 7
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  19. On the Invoice worksheet, below the Current Database label you will find the name of the database which is currently connected.

    invoice network - 8
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  20. Save the template once. This insures the template will connect to the specified database automatically next time you open it.

 
EXCEL INVOICE MANAGER Free Download and Try
LEARN MORE Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Setting up Company Information, Tax Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Copying Report Worksheets from One Invoice Template to Another Two Versions of Customer Statement Report Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Creating an Invoice Template with Additional Rows Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way Adding Postcode Cells Manually to Invoice Template More Topics Registration and Services Reference
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