- Document for Excel Invoice Manager
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 thebutton on the worksheet to open the window.
Thetab is where you can create new databases, connect the current workbook to a specified database, and define rules for generating IDs.
Note: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.
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:
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. Thevalue specifies how many digits the integer value has. For example, if the is A, the is 1028, and the is 5, the next generated ID will be A01028.