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 information about 
choosing menu commands.
Options menus
Program menu
About CalculatorShows version information for Calculator.
ExportOpens the Export dialog box where you can select a view definition to export 
to Memo Pad.
ImportOpens the Import dialog box where you can select a view definition to import 
to Memo Pad.
Delete ViewOpens the Delete View dialog box where you can delete a user-defined view.
Restore 
DefaultsReturns all the view definitions to the preset default values.
Basic CalculatorAdvanced Calculator
Advanced Calculator 
						

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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 from the list.
Note: As soon as you select an expense type, your communicator saves the entry. If you don’t 
select an expense type, it doesn’t save the entry.
Tip: A quick way to create a new Expense item is to make sure that no Expense item is 
selected in the Expense list, enter the first letter(s) of the expense type, and then enter 
the numerical amount. This technique takes advantage of the automatic fill feature. See 
the section that begins on page 168 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 with any Expense item.
Tap NewCursor 
of new 
item
Tap here 
						

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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 following options:
CategorySee the section that begins on page 67 for details.
TypeOpens a pick list of expense types. 
PaymentLets you choose the payment method used to pay the Expense item. If 
the item is prepaid (such as airline tickets supplied by your company), 
you can choose Prepaid to place your expense in the appropriate 
company-paid cell of your printed expense report spreadsheet. See the 
section that begins on page 166 for more information.
Tap date 
						

							Page 164 Application-Specific Tasks
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 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. Press Menu  .
2. Under Options, select Custom Currencies. (/Y)
3. Tap one of the four Country boxes.CurrencyEnables you to choose the type of currency used to pay the Expense 
item. The default currency unit is defined in the Preferences dialog (see 
page 168). You can also display up to four other common types of 
currency. see the next section in this chapter for more information.
Vendor and CityLets you record the name of the vendor (usually a company) associated 
with the expense and the city where the expense was incurred. For 
example, a business lunch might be at Rosies Cafe (Vendor) in San 
Francisco (City).
AttendeesSee the section that begins on page 73 for details.
Tap Edit 
currencies 
						

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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 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. Hold Option   and press Return   to finish.Sort byEnables you to sort expense items by date or type.
DistanceEnables you to display Mileage entries in miles or kilometers.
Show currencyShows or hides the currency symbol in the Expense list.
Tap a Country box
Tap Show 
						

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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 described on page 26.
Creating or printing an expense report
It is 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. 
2. Do one of the following:
nClick Expense in Palm Desktop software to open Microsoft Excel and the Expense Report 
configuration dialog box. 
nFrom the Windows Start menu, click Programs, Palm Desktop, Expense Reports, and then 
choose your 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:
nClick 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.
nClick Create to display a Microsoft Excel spreadsheet containing 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 
						

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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 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 information.
5. Click OK.
Expense menus
Expense menus are shown here for your reference, and Expense features that are not explained 
elsewhere in this guide are described here.
See page 33 for information about choosing menu commands.
Record menu
Options menu
Choose expense 
template
Enter name and 
other information 
						

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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 from your Speed Dial list to your SIM card
You can copy entries from your PhoneBook Speed Dial list to your SIM Book. This is a great way 
to save time and keep your SIM Book up-to-date.
To copy entries from your Speed Dial list to your SIM card:
1. Press Option   and then press Menu   to access the Applications Launcher. 
2. Tap the SIM Book icon  .
3. Tap Speed Dial in the pick list in the upper-right corner.
4. Tap the entry you want to copy.
Tip: To copy all the numbers in your Speed Dial list, press Menu  , and under Edit, 
select Copy All. 
Tip: A check mark indicates that the entry is already on both your Speed Dial list and your 
SIM list.
5. Tap Copy.
Tap a name or number to select it
Tap Copy to add the en-
try to your SIM card
Tap Speed Dial