Microsoft Office Word templates overview

Items marked with a double asterisk (**) are available in Microsoft Office Accounting Professional 2008 only.

Microsoft Office Accounting 2008 provides a set of Microsoft Office Word templates that you can customise and use for your communications with customers, employees and suppliers.

These templates give your documents visual appeal and are designed to be modified for your business. The templates include placeholders where you can add your company logo and letterhead. You can also customise these templates by adding, modifying and deleting tags to define their content and layout, or you can create your own templates by using the tags. Office Accounting 2008 provides predefined tags for each type of template.

Office Accounting 2008 includes the following Word templates.

Type Templates
Customer Credit Note Credit Note
Customer Statement Statement - Balance Forward, Statement - Open Invoice
Payslip Payslip
Invoice

Cash Sale, Delivery Note, Invoice Product, Invoice Service

 Note   To change an invoice into a late payment notice, open the template that you want in Word, and then change the heading of the document.

**   Purchase Order

Purchase Order
Quote Quote

**   Sales Order

Proforma, Sales Order, Sales Order - Delivery Note

In Windows XP, you will find the templates in C:\Documents and Settings\All Users\Templates\Office Accounting 2008\Templates\.

In Windows Vista, you will find the templates in C:\ProgramData\Microsoft\Windows\Templates\Office Accounting 2008\Templates\.

Accounting 2008 includes two sets of templates. Any templates you create will be stored in the Templates folder or one of its subfolders. You should not delete or move these templates.

The 2007 Office system or Office 2003 Templates
Office XP (or earlier) Basic Templates

Customising a Word template involves adding, editing or deleting XML tags from the template. Accounting 2008 provides a customised set of XML tags that you see in Word when you open one of the templates. For more information, see Customise a Microsoft Office Word template.

 
 
Applies to:
Accounting 2008