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This video shows how to install PATools XL Toolbox (including PATools Merge Suite).

PATools XL Toolbox

including the PATools Merge Suite

Download the Installation Workbook and open in Excel - it includes upgrades / uninstalling. Make sure to enable macros / content.

If the Installation Workbook fails, use the zip file and instructions for a manual install.

SECURITY
Some organisations use security software that may prevent our software downloading and/or running. If you encounter such problems please ask your IT department to assist. Our software uses macros, but there is no spyware, malware or advertising.

COMPATIBILITY
This software runs in all locally installed English PC versions of Microsoft Excel from Excel 2000 onwards ie Excel 2000, Excel 2002, Excel 2003, Excel 2007, Excel 2010, Excel 2013, Excel 2016. This covers all versions of Windows that support these Excel versions.
It will NOT run in Mac editions and may run in cloud installations depending on cloud setup.

PATools Invoicing

Download and open the standalone workbook.
Make sure to enable macros, and you may first need to put it into a Trusted Location and even tweak other security settings dependant on your setup.

COMPATIBILITY
This software runs in all English PC versions of Microsoft Excel from Excel 2007 onwards ie Excel 2007, Excel 2010, Excel 2013, Excel 2016, and may run in earlier versions dependant on Service Packs. This covers all versions of Windows that support these Excel versions.
It will NOT run in Mac editions.

PATools Auto-numbering

Download and open the standalone workbook.
Make sure to enable macros, and you may first need to put it into a Trusted Location and even tweak other security settings dependant on your setup.

COMPATIBILITY
This software runs in all English PC versions of Microsoft Excel from Excel 97 onwards ie Excel 97, Excel 2000, Excel 2002, Excel 2003, Excel 2007, Excel 2010, Excel 2013, Excel 2016. This covers all versions of Windows that support these Excel versions.
It will NOT run in Mac editions.

PATools Auto Bank Rec

Download and open the zip file containing a standalone workbook (in both xls and xlsm versions).
Make sure to enable macros, and you may first need to put it into a Trusted Location and even tweak other security settings dependant on your setup.

COMPATIBILITY
This software runs in all English PC versions of Microsoft Excel from Excel 97 onwards ie Excel 97, Excel 2000, Excel 2002, Excel 2003, Excel 2007, Excel 2010, Excel 2013, Excel 2016. This covers all versions of Windows that support these Excel versions.
It will NOT run in Mac editions.

PATools Freebies

Download a zip file containing all our freebies (mostly Excel 97 or later):
 * Calendar - it works for any year or period, with various options ... just paste in your logo and print
 * Invoice Template - get a ready-made invoice template
 * PATools CashFlow - ready to use cashflow model in 2 templates - landscape and portrait format - just enter a start date, opening balance and you are off - you can add lines for income or expenses, add interest calculations, etc etc
 * Project Plan Template (Excel 2007 or later) - get a ready-made template for managing projects - just add rows and columns as required
 * Numbers to Words - convert numeric digits to words

Note - these workbooks are supplied 'as is', with no warranties and no support.

PATools Merge Suite
Demo Workbook

PATools Label Merge
Demo Workbook

PATools File Manager
Demo Workbook

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