Business document management - Change Template

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When trying to change Free text invoice (Excel) template, the structure dont update when I relocate the cells. And if I do relocate the cells is no longer binded to the data source.

How can I easier change this type of template?

Best regards

Anine

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Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at

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RE: Business document management - Change Template

Correct.
Microsoft on at

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RE: Business document management - Change Template

Is it the Open in Desktop App you are referring to?

Regards

Anine
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Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at

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RE: Business document management - Change Template

Hei,

You need to preform this modification in Excel Template. You can download the template fra ER config or from Business document.
Microsoft on at

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RE: Business document management - Change Template

Oki, how do I enable Update from Excel?

Regards

Anine
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Alireza Eshaghzadeh 13,564 Super User 2025 Season 1 on at

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RE: Business document management - Change Template

Hei Anine,

Once you create changes on Excel template, if it is inside the defined area (e.g. InvoiceLines), once you import the template, activate "Create Excel sheet format element"