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Microsoft Docs Macro for Macs

 
 

The Microsoft Docs Add-In tracks active time spent in Microsoft Word, PowerPoint and Excel. There are two components to this integration:

  1. The Add-In itself which tracks document activity (Word, Excel, PowerPoint). This has to be activated for every doc, either manually or through automation (see #2).

  2. A macro that automatically activates the Add-In for each Word or Excel document.

Word & Excel Macro: Auto-activate the Add-in for your docs & spreadshsets

This only applies once IT admins have installed the Add-In for each user. See IT instructions here.

Note: This macro currently only applies to Word and Excel, and not PowerPoint.

The Billables Word macro is a small macro whose only job is to automatically activate the Billables Word Add-In for you whenever you create a new document or open a new document. By installing the macro once, you do not have to worry about remembering to click the Billables assistant icon in order to activate the add-in; the macro will do it for you.

 

To install the macro:

  1. First, make sure that the Billables Assistant Add-In is visible in Word and Excel. For the macro to work, the Billables Assistant Add-in must be visible in the ribbon (the navigation bar in Word and Excel).

    1. Once you've verified the Add-in icon is visible in your toolbar for Word and Excel, close out of both programs and proceed to the next step.

  2. Download the Billables Local Setup file on the Integrations page under the Adobe section.

    1. Note: this installer includes the Word and Excel macros as well as the Adobe extension. The following instructions are specifically for the Word and Excel macros.

  3. Open the Billables Local Setup file and check the boxes to install the Word and Excel Macros.

    1. Remember to first close your Word and Excel applications.

     

    You should see a success message upon installation.

  4. You may receive prompts to allow accessibility access. Please click "Allow" or "Open System Settings" and toggle Microsoft Excel and Word to allow permission.

  5. Test the installation by opening up a Word or Excel document. You should briefly see the side panel open up and close again (this means it's been activated).

The macro should now be active! You will know it’s working if the Billables Add-In task pane (on the right side of the window) automatically opens a few seconds after you start or open any new doc. If the task pane is already open because it was previously activated on a doc, then it will be left open, and the add-in is already active.

Once you see the task pane, you can safely close it. The Billables Assistant will continue to work in the background to track your activity.

Troubleshooting

If you see the following error, it may mean that the accessibility settings are not yet activated:

You can manually add an application with accessibility access by going to "System Settings", clicking on "Privacy & Security" and going to the "Accessibility" page:

From there you can either toggle Excel and Word on or add the applications using the + button if you don't see it in the list:

I tried to open the installer and see the following message: "You can't open the application Billables local setup" because this application is not supported on this Mac."

If you receive the message above when trying to open the Desktop Applications Installer, you may be on an older MacOS that needs a different installer (usually a 2020 computer or older). Please contact support@billables.ai to request the Mac installer for the computers with the Intel chip.