Handspring Treo 270 User Guide

Chapter 6Page 161
8. From the Advanced Calculator screen, press Menu  .
9. Under Program, select Import (/I).
10. Tap the pick list and select the view you modified.
11. Tap Import.
12. Tap Replace to change an existing definition, or tap Add to create an additional definition.
13. Hold Option   and press Return   twice to finish.
Calculator menus
Calculator menus are shown here for your reference, and Calculator features that are not 
explained elsewhere in this guide are described here. See page 33 for...

Page 162 Application-Specific Tasks
Expense
Expense enables you to record the date, expense type, and the amount that you spent. A record 
in Expense is called an “item.” You can sort your Expense items into categories or add other 
information that you want to associate with the item.
To create an Expense item:
1. Press Option   and then press Menu   to access the Applications Launcher. 
2. Tap the Expense icon  .
3. Enter the amount of the expense. 
4. Tap the Expense type pick list and select a type...

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To change the date of an Expense item:
1. Tap the Expense item you want to change.
2. Tap the date of the selected item. 
3. Select the new date.
4. Hold Option   and press Return   to finish.
Entering receipt details
Expense provides a variety of options that you can associate with an item. These options appear 
in the Receipt Details dialog box.
To open the Receipt Details dialog box:
1. Tap the Expense item to which you want to assign details.
2. Tap Details.
 
3. Select any of the...

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4. Hold Option   and press Return   to finish.
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. In the Receipt Details dialog box, tap the Currency pick list and select Edit currencies.
2. Tap each Currency pick list and select the country whose currency you want to display on that 
line.
3. Hold Option   and press Return   twice to finish. 
Defining a custom...

Chapter 6Page 165
4. Enter the name of the country and the symbol that you want to appear in Expense.
5. Hold Option   and press Return   twice to finish.
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...

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Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your communicator, you can 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 Treo 
communicator package. The procedures in this section also assume that you have 
installed Palm Desktop software as...

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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...

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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 information.
5....

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Preferences
nUse automatic fill. Lets you select an expense type by entering the first 
letter of an expense type. For example, if you enter the letter “T,” it 
enters the “Taxi” expense type. Entering “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 ExpenseShows version information for Expense. 

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SIM Book
In addition to storing your phone number and billing information, your SIM card also contains a 
phone list where you can store names and numbers that are separate from your Contacts and 
Speed Dial lists. By storing a phone list on your SIM card, you have immediate access to your 
phone list if you move your SIM card to another phone. 
The SIM Book application is a utility that enables you to view and manage the phone list on your 
SIM card.
Copying entries...