KBA-01797: Converting Via Excel Templates to Bi-Directional Templates
Question: We recently upgraded our site to V2020 and want to use bi-directional Excel templates to add Items to our…
Read more
Tag Archive: Via Excel
KBA-01765: Grid Export Templates
Question: How do I prepare a Grid Export template? Answer In many ways, this is similar to templates for Via…
Read more
KBA-01741: Export Failed error in Via Excel
Question: I’m trying to use a “Via Excel” template, but when I try to load it, I get the following…
Read more
KBA-01629: Edit Items from Microsoft Excel
Question: How do I add or edit Items using an Excel Workbook attached to the document? Answer: This answer requires…
Read more
KBA-01519: Microsoft Office 2010 and later Macro Security impacts Excel workbooks with VBA code
Purpose & Scope: Many upgrades and updates to Microsoft Office reset all security defaults to the highest protection level. This…
Read more
KBA-01507: What kind of templates does the Templates tool support?
Question: I notice that there are different types of templates in the Templates tool (found on the Manage and System…
Read more
KBA-01355: How can I get default/sample templates created by Spitfire?
Question: I understand that there are ready-made Spitfire templates that I can use or modify. How can I get them? Answer:…
Read more
KBA-01319: Via Excel: This document type does not allow new items to be imported
Question: Why can‘t I add Items to my Pay Request using the Via Excel option? When can I add Items to…
Read more
KBA-01318: Using Microsoft Excel to Edit Spitfire Document Line Items
Summary: sfPMS allows you to take advantage of Microsoft Excel files to input Items using templates. See KBA-01629. History Spitfire…
Read more