PATools Auto Numbering

On this page: Download | Upgrade | Buy

  Screenshot

PATools Auto Numbering is a workbook that contains all the mechanics required for integrating with your worksheets and templates to give you the facility to number consecutive documents automatically within a controlled environment. It will operate on a network or stand-alone basis, and for either a single user or multiple users. The workbook operates in Microsoft® Excel® 97 software or later.

The workbook contains one sheet with 6 buttons on it, plus hidden programming that provides the mechanics.

When you first open the workbook it will check whether this is a new installation or not. If it is, it will prompt you for various settings. Apart from choosing your own password you can run it fully to start with using the default settings. Once you become familiar with the tool you can alter these settings later.

The tool works by creating a data file which stores (securely) the most recent number allocated. You specify where this file is to be stored. From this file your master document can then import the next consecutive number to use.

Your master document (eg an invoice, purchase order, expenses claim form, capital expenditure form, etc) can be created by you as you wish or can be automatically copied into the PATools workbook from an existing worksheet that you have already created. You can then rename the PATools file to a name and location of your choosing.

You can set up various options including

  • automatic import of the next number when you open the file - yes / no

  • the location of the cell to inherit the number

  • the format of the number and text can be added in front of the number, or no text (and you can of course format the cell itself)

  • a confirmation message of the number imported - yes / no

  • an automatic save and close facility to store your saved documents in a folder you choose
      with the file name you select and incorporating the number imported - yes / no

  • you can set or reset the counter (via password security) to any number you choose

  • the flexibility to use this for any number of documents (subject to purchasing the required licenses)

  • the flexibility to use this for either opening and editing the same document each time or as a clean template file


Why not try it out for FREE and see if it works for you. You can set up your documents and try it out - on an evaluation basis you get unlimited use, except that it will not import numbers above 30 and you get a reminder message of this URL when you import each time. If you then choose to purchase a license you can license the document you have already created and start using it immediately without any further work needed.

Important Note: You will not be able to use any other macros in a workbook using PATools Auto Numbering. If you need to combine your macros we can prepare a workbook for you - please contact us for a quote. 

 


Click to see full size screenshot

 

 



 

top
By installing and using this software you affirm your complete and unreserved acceptance of the PATools
End User License Agreement

For new users, the software will run on an evaluation basis, which means that you can use it for as long as you wish but it will not import numbers above 30.

You can purchase a license 24/7 using our secure automated service from this webpage below.


Download - for Microsoft® Excel® 97 and all later versions (for PC, not MAC)

PATools Auto Numbering R 3.12 PAT_AN.zip

PATools Auto Numbered Invoice Template R 3.12 PAT_AN_Invoice.zip

To install:

1. Unzip the file you have downloaded.

2. Simply open the workbook in the normal way.

Note: You should read the PAT_AN_ReadMe.txt file (enclosed in the zip file) before starting to use the workbook.

 

top
Changes since last release
 

Upgrade

No need to uninstall your current version - simply download as above.

Contact us if you have problems.

 

top

 

Buy

BUY NOW from the secure ordering site of our payment partner share-it! where you can pay in various currencies

Licenses are issued per end-user per workbook* and have no time restriction or expiry

* You must purchase a different license / set of licenses for each workbook you intend to use as a licensed master document eg to use this for an Invoice and a Purchase Order, you would need 2 licenses. For each of these workbooks you must purchase a license for each end-user who will be accessing the workbook, so for 2 users to use both workbooks you would need 4 licenses. The number of end-users is defined as the number of people that will be using a workbook that incorporates any part of this software.


SAVE MONEY by buying several PATools Excel products - see here