Handspring Treo 90 Handheld User Guide

							Chapter 6Page 131
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 
						

							Page 132 Application-Specific Tasks
Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your handheld, 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 handheld 
package. The procedures in this section also assume that you have installed Palm 
Desktop software as described on page 24.
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 
						

							Chapter 6Page 133
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 134 Application-Specific Tasks
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 
						

							Chapter 6Page 135
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. 
						

							Page 136 Application-Specific Tasks 
						

							Chapter 7Page 137
Chapter 7
Setting Preferences for 
Your Handheld
The Preferences screens enable you to customize the configuration options on your Treo™ 90 
handheld.
In the Preferences screens, you can do the following:
Viewing Preferences
To open the Preferences screens:
1. Press Option   and then press Menu   to access the Applications Launcher. 
2. Tap the Preferences icon  . 
3. Tap the pick list in the upper-right corner of the screen.
4. Select the Preferences screen you want to view.ButtonsAssign different applications to many of the buttons and icons on your 
handheld and the HotSync
® cable.
ConnectionConfigure your handheld to communicate with other devices.
Date & TimeSet the current date and time, the time zone, and daylight savings setting.
DigitizerCalibrate the screen on your handheld.
FormatsSet the country default and the formats for dates, times, calendar, and 
numbers.
GeneralSet the current date and time, the auto shut-off interval, the Beam Receive 
feature, and the system, alarm, and game sounds.
NetworkConfigure your handheld for use with a wireless data network.
OwnerAssign your name, phone number, and other owner information to your 
handheld.
PhoneAssign a Connection profile and phone driver to use when communicating 
with a cell phone via IR or a special cable. These settings are used by the Palm 
SMS application and the dialing feature in the Contacts application.
ShortCutsDefine a list of abbreviations. 
						

							Page 138  Setting Preferences for Your Handheld
Buttons Preferences
The Buttons Preferences screen enables you to associate different applications with the 
application buttons on the front of your handheld and the HotSync button on the cable. For 
example, if you find that you seldom use To Do List and often use CityTime, you can assign the 
To Do List button to start CityTime, or any other application on your handheld. Any changes you 
make in the Buttons Preferences screen become effective immediately; you do not have to 
change to a different screen or application. If you assign a different application to a button, you 
can still access the original application using the Applications Launcher. 
To change the Buttons Preferences:
1. Tap the pick list next to the button or icon you want to re-assign.
 
 
2. Tap the application that you want to assign to the button.
Tip: To restore all of the buttons to their factory settings, tap Default.
HotSync Buttons Preferences
The HotSync Buttons Preferences screen also enables you to associate a different application 
with the button on the HotSync cable. Any changes that you make in the HotSync Buttons dialog 
box become effective immediately; you do not have to change to a different screen or application.
To change the HotSync Buttons Preferences:
1. From the Buttons Preferences screen, tap HotSync. 
2. Tap the pick list.
3. Tap the application that you want to assign to the button. 
The default setting for the button is the HotSync setting, which means the cable performs its 
normal HotSync functions.
4. Hold Option   and press Return   to finish.
Tap arrow to 
show pick list
Tap arrow to 
show pick 
list 
						

							Chapter 7Page 139
Connection Preferences
The Connection Preferences screen lets you create configurations for communicating with other 
hardware devices: PC, Modem, Phone, or Local Network, and the method used to connect to the 
device: Cradle/Cable, Infrared, Serial, or USB. Configurations, or profiles, once activated are 
available to applications on your handheld. 
Connection Types
The Connection Preferences screen displays a list of available configurations that you can modify 
as needed. This list varies depending on the software you have added to your handheld.
The following steps provide an example of how to define the Connection Preferences settings. In 
this example we illustrate how to create a connection that would enable you to use infrared 
communication between your handheld and your computer.
To create an IR to PC/Handheld connection:
1. In the Connection Preferences screen, tap New.
2. Enter a name for this configuration.
3. Tap the Connect to pick list and select PC.
 
 
4. Tap the Via pick list and select Infrared. 
5. Hold Option   and press Return   to finish.
Standard 
ModemDefines a connection between a modem attached to your handheld and a 
modem that is part of your computer or laptop.
Cradle/CableDefines the direct serial or USB connection between your handheld and 
your desktop computer. It is used to perform a local HotSync operation 
when your handheld is connected by a cradle or cable. 
IR to PC/
HandheldDefines a connection between the IR port of your handheld and the 
infrared device of your computer or laptop.
IR to Mobile 
PhoneDefines a connection between the IR port of your handheld and a mobile 
phone with an I R port.
Cable to 
Mobile PhoneDefines a connection between your handheld and a mobile phone, using a 
special cable designed to match your phone.
Serial to 
ModemDefines a connection between a modem attached to the serial connector 
of your handheld and a modem that is part of your computer or laptop.
Verizon QNCDefines a connection between your handheld and mobile phone that 
connects to the Internet using the Verizon Quick Connect feature. 
						

							Page 140  Setting Preferences for Your Handheld
Date & Time Preferences
The Date & Time Preferences screen enables you to set the time, date, time zone, and daylight 
savings setting for your handheld. See the section that begins on page 21 for information on 
changing these settings.
Digitizer Preferences
The Digitizer Preferences screen opens the digitizer calibration screen. This is the same screen 
that appears when you start your handheld for the first time. You can recalibrate your screen after 
a hard reset, or if your digitizer accuracy changes over time.
Formats Preferences
Use the Formats Preferences screen to set the country default and the display format of the 
dates, times, and numbers on your handheld. 
Country default
The country default sets date, time, week start day, and number conventions based on geographic 
regions where you might use your handheld. For example, in the United Kingdom, time often is 
expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock 
with an AM or PM suffix.
All your handheld applications use the Country default settings. See the next section in this 
chapter for information on customizing these settings.
To set the country default:
1. Tap the country name pick list.
2. Tap the setting you want to use.