OfficeLink Overview
AccountEdge OfficeLink allows you to automatically create word processing and spreadsheet documents using AccountEdge data. You must be using OfficeLink-compatible word processing and spreadsheet programs.
These products are compatible with OfficeLink:
While AccountEdge provides a wide range of reports and graphing tools, there may be times when you’ll find it more convenient to use Microsoft Excel to create what-if scenarios, budgets and the like. With OfficeLink, you can transfer AccountEdge reports to Excel as easily as you can print them.
In order to use OfficeLink, you must also be using Microsoft Excel Excel 98 or Excel 2001. When you installed AccountEdge, all the components you need to use OfficeLink were installed automatically; no additional steps are required.
Click below for the step-by-step procedure:
To view AccountEdge reports in Excel
To display an AccountEdge report in Microsoft Excel, AccountEdge uses a set of special Excel templates, which are installed when you indicate that you use Excel during the AccountEdge installation process. Each Excel template is associated with a specific AccountEdge report. You can modify these templates, if you wish.
If you accidentally delete an OfficeLink template for your Excel reports or word processing program’s letters, you can recreate the missing template by reinstalling the AccountEdge program files. Any missing templates will be added when you reinstall.
Any templates you’ve modified won’t be replaced when you reinstall AccountEdge. If you wish to replace a modified template when you reinstall AccountEdge, you must first rename or delete the template you modified. (Refer to the documentation that accompanied your computer for information about renaming and deleting files using your computer’s operating system.)
Click below for the step-by-step procedure:
To modify OfficeLink templates for Microsoft Excel
From time to time, you may need to send a letter to a customer, reminding him that his payment is late, or perhaps to tell a customer the items she’s ordered are back ordered and will be delayed by a few days. Using OfficeLink, it’s easy to create letters for a single person or several companies—the only requirement is that they have cards in your AccountEdge Card File.
In order to use OfficeLink, you must also be using an OfficeLink-compatible word processing program. (See OfficeLink Overview for a list of compatible programs.)
Even if you haven’t installed OfficeLink, you can create a “mail-merge” file that can be used with your word processing program to create personalized letters. This process is more time-consuming, however. We recommend that you take advantage of OfficeLink’s capabilities if you can. If you choose not to use OfficeLink, see Exporting data from MYOB AccountEdge for information about creating an export file of AccountEdge information that can be mail-merged into letters and other documents.
AccountEdge provides a number of letter templates for you to use. If you wish to make permanent modifications to the templates, see OfficeLink templates for personalized letters and consult the documentation for your word processing program for instruction on doing so.
Using OfficeLink, you can send personalized letters to any person or company for whom you’ve created a card using the Card Information window. You may find this handy for writing collection letters, apologies or notices that your customer’s items have been back ordered.
You can also view a list of all your unpaid receivables—that is, the sales you’ve entered in AccountEdge that your customers haven’t fully paid yet. When you’ve finished viewing the information, you can create collection letters to send to customers whose payments are overdue.
Click below for the step-by-step procedures:
To send personalized letters to multiple people in your Card File
To send personalized letters to a single person or company
To send personalized letters to customers who have unpaid invoices
When you create personalized letters using OfficeLink, you must choose a template for the letter you’re creating for the customers you select.
The OfficeLink templates are specially designed to work with your AccountEdge data and your word processing software to create personalized letters. Special entries, known as field codes, have been inserted in these templates to ensure your AccountEdge data appears in the proper places in your letters. These field codes are similar, but are not the same, as the typical mail-merge field codes that you would normally work with in Microsoft Word. As a result, we recommend that you don’t make changes to any of the field codes in your OfficeLink templates. Also, if you plan to change your templates, we suggest that you first learn about how your word processing program works with templates.
In each template, the format for each MYOB OfficeLink field code is text surrounded by double brackets, like this:
[[Name]]
If you intend to manually add or change any OfficeLink field codes, be sure the codes use double brackets in this manner.
Click below for the step-by-step procedure:
To choose an OfficeLink template for personalized letters
AccountEdge fields that can be merged into OfficeLink
To view OfficeLink field codes
When you use OfficeLink to print mail-merge letters using Microsoft Word, you’ll be prompted to enter your name and title in a dialog box when the letters are created. Your entries will appear at the end of your letters. If you’re the only person who prints mail-merge letters, however, you may wish to remove these prompts and place your name and title in the letter templates you use most often.
Click below for the step-by-step procedure:
To modify Microsoft Word templates
OfficeLink Overview