We have a new thing at work that came up due to the COVID19 crisis. Long story short, certain people will send in an invoice to our organization and its looking like I'll be the person responsible to ensure these are validated and then sent for payment. I'm guessing there will be about 1,500 of these and it will be a monthly process for who knows how long.

For the payment to be processed I need to provide payables dept with an internal form to go along with the vendor invoice. The form contains only information found on the vendor invoice.

I'm thinking I'll get a colleague to fill in the data from the invoice into an excel spreadsheet; one row for each vendor invoice. From there I want to be able to automatically populate the internal Word form from each row of excel data and then save a copy. Bonus points for being able to name each particular file from a field in the Word file or in the Excel file.



Is there a straightforward way to accomplish this? I've been watching a few videos on the matter but I just want to make sure I'm going about this the right way.

Mailmerge.

For the basics, see:
Use mail merge for bulk email, letters, labels, and envelopes - Office Support
Mail merge using an Excel spreadsheet - Office Support
https://support.microsoft.com/en-gb/...-to-print-form

Word's mailmerge tools don't provide a separate document per record. To do that, see:
• Send Mailmerge Output to Individual Files; or
• Run a Mailmerge from Excel, Sending the Output to Individual Files,
in the Mailmerge Tips and Tricks thread 'Sticky' thread at the top of the Mailmerge forum:
https://www.msofficeforums.com/mail-...ps-tricks.html

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Thank you so much. Have an awesome week!