template wizard with data tracking in Office 2010

labud

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Windows 7 64 bit Office 2010
Have been using "template wizard with data tracking" since office 97. It is a very integral part of my bookkeeping and invoicing. I have been trying [without success] to get it to work in office 2010. I have read [google searches] that it will work with 2010, but have not found clear instructions on how to do it. I have added it to the Add-Ins tab in the spreadsheet and activated it under Options > Add-Ins. I created a new Invoice for 2014 and saved it as an .xlsx, gone in and assigned my fields to the template and then created a 'test' invoice. The data tracking sheet is created but nothing gets saved to it.
Any Ideas how I can fix this to work?
Thanks
 
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