3Com Palmone V Organiser Instructions Manual

Chapter 4 Page 103
Tip:A quick way to create a new Expense item is to make sure that 
no Expense item is selected in the Expense List, write the first 
letter(s) of the expense type, and then write the numerical 
amount of the Expense item. This technique takes advantage 
of the automatic fill feature. See “Options menu” later in this 
chapter for details.
Changing the date of an Expense item
Initially, Expense items appear with the date you enter them. You can 
use Expense to change the date associated...

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3. Select any of the following options:
4. Tap OK.
Customizing the Currency pick list
You can select the currencies and symbols that appear in the Currency 
pick list.
To customize the Currency pick list:
1. Tap the Currency pick list in the Receipt Details dialog box, and 
then select Edit currencies.Category
See “Categorizing records” earlier in this 
chapter.
Type
Opens a pick list of expense types. 
Payment
Lets you choose the payment method used to 
pay the...

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2. Tap each Currency pick list and select the country whose currency 
you want to display on that line.
3. Tap OK to close the Select Currencies dialog box.
4. Tap OK.
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...

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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.
Show Options
Show Options define the sort order and other settings that relate to 
your Expense...

Chapter 4 Page 107
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.
Creating or printing an expense report
Palm Desktop software makes it quick and easy to view and print 
your Expense data in a...

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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.
Using expense report templates
Palm Desktop...

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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. 

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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...

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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.” 
nDefault currency. Sets the default currency 
symbol for Expense. 
About Expense
Shows version information for Expense. 

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