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Settings / Database Tab

- Document for Excel Invoice Manager

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This version of the document, "Settings / Database Tab", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

Click the Settings button on the Invoice worksheet to open the Settings window.

Invoice settings - database
Database tab (Click to enlarge)

The Database tab is where you can create new databases, connect the current workbook to a specified database, and define rules for generating IDs.

Note: Excel Invoice Manager COM add-in uses standard Microsoft technologies such as ADO (ActiveX Data Objects) to access databases, so theoretically it can connect to any databases supported by ADO. In this version, connecting to databases other than MS Access has not been fully tested. Hence the only database you can create or connect to is MS Access databases.

To Create a New Database

  • Click the Create New Database button.
  • Select the folder to store you database file, then enter the database file name, and press Enter. Note: You must have read and write access to the destination folder.
  • An empty new database will be created.

To Open an Existing Database

Opening a database means connecting the current workbook to a different database. The information about which database the workbook is connected to is stored in the workbook. After opening a database, it is very important for you to Save The Workbook if you desire the workbook to open the database automatically next time you open the workbook.

To open a database:

  • Click the Open Database button.
  • Browse to the folder where the database file is located and select the database file.
  • If successful, the Settings window will close.

Rules for Generating IDs

Although you can enter new IDs by yourself when creating new invoices, products, and customers, you can also leave the ID fields blank and the system will generate IDs for you. The following rules specify how the system generates new IDs when necessary. These rules are intrinsic to the database, so each database can have its own specific rules.

An ID value is comprised of two parts: a prefix string, and an integer. The Number of digits in ID value specifies how many digits the integer value has. For example, if the Prefix String is A, the Next Number is 1028, and the Number of digits in ID is 5, the next generated ID will be A01028.