3Com Palm V Organiser Instructions Manual

							Chapter 4 Page 103
Defining a custom currency symbol
If the currency you want to use is not in the list of countries, you can 
create your own custom country and currency symbol. 
To define a custom currency symbol:
1. Tap the Menu icon  .
2. Tap Options, and then tap Custom Currencies.
3. Tap one of the four Country boxes.
4. Enter the name of the country and the symbol that you want to 
appear in Expense.
5. Tap OK to close the Currency Properties dialog box.
6. Tap OK.
Note:If you want to use your custom currency symbol as the default 
for all Expense items, select the symbol in the Preferences 
dialog box. If you want to use your custom currency symbol 
only for a particular Expense item, select the symbol in the 
Receipt Details dialog box associated with that item.
Tap a Country 
box 
						

							Page 104  Using Your Basic Applications
Show Options
Show Options define the sort order and other settings that relate to 
your Expense items.
To open the Show Options dialog box:
1. In the Expense List, tap Show.
2. Select any of the options.
3. Tap OK.
Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your 
organizer, Palm Desktop software enables you to view and print the 
data with your computer. 
Note:You need Microsoft Excel version 5.0 (or later) to view and 
print your Expense data using one of the provided templates. 
Microsoft Excel is not included with the Palm V organizer 
package. The procedures in this section also assume that you 
have installed Palm Desktop software. See “Palm Desktop 
organizer software” in Chapter 1 for more information. Sort by
Enables you to sort expense items by date or 
type.
Distance
Enables you to display Mileage entries in miles 
or kilometers.
Show currency
Shows or hides the currency symbol in the 
Expense List.
Tap Show 
						

							Chapter 4 Page 105
Displaying the euro on your desktop computer
When you perform a HotSync operation, the euro symbol is 
transferred to your Desktop application like any other piece of data on 
your organizer. The symbol appears in your Desktop application, 
however, only if you are using fonts that support the euro symbol.
These fonts are part of the operating system on your desktop 
computer. They do not reside with your Desktop application, and 
they are not produced by Palm Computing.
Printing the euro
Even with operating system support, problems may arise while 
printing documents that contain the euro. When a font is present on 
both the printer and the computer, the printer font is used by default 
to increase printing speed. If the printer font does not include the euro, 
a box prints instead of the euro symbol.
You can work around this problem by sending a bitmap image 
of the euro to the printer or by not using the printers built-in fonts 
(if allowed). 
Creating or printing an expense report
Palm Desktop software makes it quick and easy to view and print 
your Expense data in a Microsoft Excel spreadsheet. 
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data 
to your computer.  Operating 
SystemEuro Support
Mac OS
Contained in Mac OS 8.5 or higher. For more 
information, visit the following web site:
http://til.info.apple.com/techinfo.nsf/artnum/n22222
Windows 95 Download free font upgrades from the Web. For 
more information, visit the following web site: 
http://www.microsoft.com/windows/euro.asp
Windows 98
Includes all the necessary fonts and drivers.
Windows NT 4.0Download free font upgrades from the Web. For 
more information, visit the following web site: 
http://www.microsoft.com/windows/euro.asp 
						

							Page 106  Using Your Basic Applications
2. Click Expense in Palm Desktop software to open Microsoft Excel 
and the Expense Report configuration dialog box. 
Note:If you launch Expense from the Start menu instead of 
Palm Desktop software, you must first choose your 
organizer user name.
3. Click the expense category that you want. 
Tip:You can press Ctrl+click to select multiple categories. To 
print the expenses associated with all of your Expense 
categories, select All in the Categories group.
4. If you want to define an end date for the expense report, enter the 
date in the End Date box.
Note:If you do not specify an end date, all expense entries for 
the selected categories appear — up to the date of the last 
HotSync operation.
5. Do one of the following:
Click Print to display the expense report in the Print Preview 
window, and then click Print in the Microsoft Excel window to 
print your expense report.
Click Create to display a Microsoft Excel spreadsheet contain-
ing your expense data. Your data appears in Microsoft Excel 
spreadsheet form. You can enter information, make formatting 
changes, and save and print the file in the normal manner.
Click to select 
Categories 
						

							Chapter 4 Page 107
Using expense report templates
Palm Desktop software includes several expense report templates. 
When you use one of these templates, you can edit your expense data 
in Microsoft Excel. 
The templates have the extension .xlt and are stored in the template 
folder in the Palm Desktop software directory on your computer. To 
see what a template looks like before you use it, open the template in 
Microsoft Excel. For example, the template Sample2.xlt looks like this:
If you want to streamline or customize your expense reports, you can 
change these templates. For example, you can add your company 
name to a template. See Appendix C for information on changing 
templates. 
						

							Page 108  Using Your Basic Applications
To view your expense data using a Microsoft Excel template:
1. Display your expense data in a Microsoft Excel spreadsheet as 
described in the previous procedure.
2. Click Options.
3. Enter name, department, and other information as necessary for 
your expense report.
4. Click the Templates menu; then select an expense template.
Note:If you want to create your own custom expense template 
and have it appear in the Templates menu, see Appendix 
C for more information.
5. Click OK.
Expense menus
Expense menus are shown here for your reference, and Expense 
features that are not explained elsewhere in this book are described 
here.
See “Using menus” in Chapter 1 for information about choosing menu 
commands.
Record menu
Choose expense 
template
Enter name and 
other information 
						

							Chapter 4 Page 109
Options menu
Preferences
nUse automatic fill. Lets you select an expense 
type by writing the first letter of an expense 
type in the Graffiti writing area. For example, 
if you write the letter “T,” it enters the “Taxi” 
expense type. Writing “T” and then “E” enters 
“Telephone” which is the first expense type 
beginning with the letters “TE.” 
About Expense
Shows version information for Expense. 
						

							Page 110  Using Your Basic Applications 
						

							Chapter 5 Page 111
Chapter 5
Communicating Using
Your Organizer
The previous chapter described the features of your Palm V™ 
organizer that help you stay organized. This chapter describes the 
features that help you stay connected.
nManaging desktop E-Mail: Using your organizer, you can read, reply 
to, compose, and delete e-mail from your desktop E-Mail 
application while you’re away from your desk.
nIR beaming: The infrared port located at the top of your organizer 
lets you send data from your organizer — including entire 
applications — to any other Palm Computing
® platform handheld 
that’s close by and also equipped with an IR port.
Managing desktop E-Mail 
away from your desk
Mail lets you manage the e-mail that you send and receive 
through the E-Mail application on your desktop computer. You 
can read, reply to, compose, and delete e-mail on your 
organizer; but to send or receive e-mail, you must perform a 
HotSync
® operation either locally, using the organizer cradle or 
infrared communications, or remotely, using a Palm V™ Modem. 
The key to Mail is that it truly synchronizes the mail in the Inbox of 
your desktop E-Mail application with the mail on your organizer. For 
example, if you delete e-mail items from Mail, your next HotSync 
operation also deletes the e-mail items from your desktop E-Mail 
application, so you never have to delete e-mail items twice. Similarly, 
if you read an e-mail item on your organizer and leave it in your 
Inbox, your next HotSync operation marks it as read in your desktop 
E-Mail application. 
						

							Page 112  Communicating Using Your Organizer
In Mail, you can do the following:
nView, delete, file, and reply to incoming mail.
nCreate outgoing e-mail items and drafts of e-mail items.
nCreate simple or complex filters, which allow you to decide the 
type of e-mail that your organizer retrieves from your desktop 
E-mail application.
nUse your organizer to send and retrieve e-mail items from your 
desktop E-Mail application via the cradle or infrared 
communications.
Setting up Mail on the desktop
Before you use Mail for the first time, make sure your desktop E-Mail 
application is up and running. You must also set up Palm™ Desktop 
software for use with your desktop E-Mail application. 
Your organizer supports a number of desktop E-Mail applications, 
such as Microsoft Exchange (version 4.0 or higher), QUALCOMM 
Eudora (version 3.0.3 or higher), and Lotus cc:Mail (versions 2.5, 6.0, 
and 7.0). You can see the full list of the supported applications when 
you set up Mail.
If your desktop E-Mail application does not appear on the list, you 
may still be able to manage your desktop E-Mail application from 
your organizer by means of special connection software, called a 
conduit, that lets you synchronize your desktop E-Mail application 
and your organizer. Contact the vendor of your E-Mail application or 
visit the web site 
http://www.palm.com for more information.
Note:The following instructions assume that you have already 
installed Palm Desktop software on your computer and that 
you did not set up Mail during the installation. If you have not 
yet installed the Palm Desktop software, the installation 
procedure prompts you to set up Mail as part of the Palm 
Desktop software installation.
To set up Mail:
1. Click Start in the Windows taskbar.
2. Highlight Programs, highlight Palm Desktop software, and then 
click Mail Setup to begin setup.
3. Follow the instructions onscreen to set up your organizer for use 
with your desktop E-Mail application.