3Com Palmone VII Organiser Instructions Manual

Chapter 4 Page 113
3. Select any of the following options:
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 
Expense item. If the item is prepaid (such as airline tickets sup-
plied by your company), you can choose Prepaid to place your 
expense in the appropriate company-paid cell of your printed 
expense report spreadsheet. See “Transferring your data to Mi-
crosoft Excel” later in this...

Page 114  Using Your Basic Applications
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...

Chapter 4 Page 115
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.
Sort by: Enables you to sort expense items by date or type.
Distance: Enables you to display Mileage entries in miles or kilo-
meters.
Show currency: Shows or hides the currency symbol in the Ex-
pense List.
3. Tap OK.
Transferring your data to Microsoft Excel
After you enter your...

Page 116  Using Your Basic Applications
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data 
to your computer. 
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...

Chapter 4 Page 117
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...

Page 118  Using Your Basic Applications
name to a template. See Appendix C for information on changing 
templates.
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...

Chapter 4 Page 119
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. 

Page 120  Using Your Basic Applications 

Chapter 5 Page 121
Chapter 5
Query Applications
and the iMessenger™ Application
Your organizer is a wireless device
Your Palm VII™ organizer is equipped with an internal transmitter 
and an antenna. These components enable your organizer, like a 
cellular phone, to use a radio frequency to transmit and receive 
information over the airwaves.
You don’t need a modem or a wired connection to a computer to use 
your organizer as a wireless device, but you must activate the 
Palm.Net™ wireless communication...

Page 122  Query Applications and the iMessenger™ Application
Query applications
Just as your web browser gives you access to many different web sites, 
your organizer gives you access to many different “sites” for web 
clipping — as many as you care to add and your organizer can store. 
If you have already set up your organizer, you have some already.
These “sites” are called query applications. They were created by third-
party developers, but you open them and use them just as you would 
a basic Palm...