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Finance | Project Operations, Human Resources, ...
Suggested Answer

Business document management - Change Template

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Posted on by

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

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,225 Super User 2026 Season 2 on at

    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"pastedimage1683719128283v1.png

    pastedimage1683719220250v2.png

  • Microsoft Profile Picture
    on at

    pastedimage1683719617265v1.png

    Oki, how do I enable Update from Excel? 

    Regards

    Anine

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,225 Super User 2026 Season 2 on at

    Hei,

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

  • Microsoft Profile Picture
    on at

    pastedimage1683720277158v1.png

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

    Regards

    Anine

  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    15,225 Super User 2026 Season 2 on at

    Correct.

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