Handspring Treo 90 Handheld User Guide

							Appendix BPage 221
Application problems
ProblemSolution
I tapped the Today button, 
but it does not show the 
correct date.Your handheld is not set to the current date. Make sure the 
Set Date box in the Date & Time Preferences screen displays 
the current date. See page 22 and page 141 for details.
I know I entered some 
records, but they do not 
appear in the application.nCheck the Categories pick list (upper-right corner of the 
screen). Choose All to display all of the records for the 
application.
nCheck Security and make sure that the Private Records 
setting is set to Show private records.
nIn To Do List, tap Show and check whether Show Only 
Due Items is selected.
I am having problems listing 
memos the way I want to see 
them.nIf you cannot manually arrange the order of the memos in 
the list screen, check the Memo Preferences setting. 
Make sure that Sort by is set to Manual.
nIf you choose to view your memos alphabetically on Palm 
Desktop software and then perform a HotSync® 
operation, the memos on your handheld still appear in the 
order defined in the Memo Preferences setting. In other 
words, the sort settings that you use with Palm Desktop 
software 
are not transferred to your handheld.
I created an event in Date 
Book Plus, but it doesn’t 
appear in the Week View.In the Week View, you cannot select overlapping events that 
have the same start time. If you have two or more events with 
the same start time, choose the Day View for the particular 
day to see the overlapping events. 
						

							Page 222 Troubleshooting Tips
HotSync problems
ProblemSolution
Why can’t I synchronize 
my handheld with my 
computer?Try each of these in turn. After each step, try to synchronize to see 
if the problem persists:
nMake sure you installed the software that came with your 
handheld. You must install this software even if you upgraded 
from another Palm OS handheld.
nMake sure you selected your user name in Palm Desktop 
software before beginning the HotSync operation.
nPerform a soft reset. See page 214 for details.
nMake sure the HotSync Manager icon Ô
 appears in the 
Windows system tray in the lower-right corner of the screen. If 
it does not appear, open the Start menu, select Programs, 
Handspring, and then HotSync Manager.
nClick the HotSync Manager icon and make sure that the Local 
USB option has a check next to it. If you are using an optional 
serial cable, make sure that the Local Serial has a check next 
to it, then select Setup and confirm that the COM port setting 
matches the port where you attached the serial cable.
nMake sure the cable is connected securely to your computer 
and your handheld.
nMake sure you are using the correct type of cable. If your 
computer does not have a USB port, or is running Windows 95 
or Windows NT 4.0, you must use a serial cable.
nIf you’re using a USB cable, navigate to the Handspring 
program group and select the Handspring USB utility.
nIf you are using a USB cable, disconnect any other USB devices 
you are using. If you’re connecting your cable to a USB hub, 
disconnect it and connect your cable directly to your computer.
nIf you are using a serial cable, try a lower baud rate setting on 
the Local tab in the Setup dialog box.
nRestart your computer.
nIf you installed a conduit from a non-Handspring software 
developer, contact the developer for support.
I did a HotSync 
operation, but one of my 
applications did not 
synchronize.Click the HotSync Manager and choose Custom. Make sure that 
the conduit appears on the list and that it is set to Synchronize the 
files. See page 159 for details. 
						

							Appendix BPage 223
Beaming problems
I cannot launch the 
HotSync Manager.nMake sure you are not running another program, such as 
America Online, CompuServe, or WinFax, that uses the port you 
selected in the Setup dialog box.
nReinstall the Palm Desktop software.
I am using Outlook as 
my PIM, but I cannot do 
a HotSync operation.nClick the HotSync Manager and choose Custom. Make sure 
that the following Outlook conduits are installed and that the 
Action is set to Synchronize the files for each conduit: 
Outlook Contacts, Outlook Calendar, Outlook Tasks, and 
Outlook Notes.
nReinstall the Palm Desktop software and make sure you select 
the option to synchronize with MS Outlook.
ProblemSolution
I cannot beam data to 
another IR-equipped Palm 
OS device.nConfirm that your handheld and the other device is clear 
of obstacles. 
nCheck the General Preferences screen and make sure 
the Beam Receive setting is on.
n  Move your handheld closer to the receiving device.
n  Move your handheld farther away from the receiving 
device. 
n  Angle the sides of the two devices towards each other.
nPerform a soft reset. See page 214 for details.
When someone beams data 
to my handheld, I get a 
message telling me it is out of 
memory.n  Your handheld requires at least twice the amount of 
memory available as the data you are receiving. For 
example, if you are receiving a 30K application, you must 
have at least 60K free.
nPerform a soft reset. See page 214 for details. 
						

							Page 224 Troubleshooting Tips
Password problems
Technical support
If you cannot solve your problem after reviewing the sources listed at the beginning of this 
appendix, check our web site www.handspring.com for the latest technical support information.
Before requesting support, please experiment a bit to reproduce and isolate the problem. When 
you do contact support, please be ready to provide the following information:
nThe name and version of the operating system you are using
nThe actual error message or state you are experiencing
nThe steps you take to reproduce the problem
ProblemSolution
I forgot the password, and my 
handheld is not locked.You can use Security to delete the password. If you do this, 
your handheld deletes all entries marked as private. You can, 
however, perform a HotSync operation 
before you delete the 
password: the HotSync process backs up all entries, whether 
or not they are marked private. In this case, the following 
procedure restores your private entries and lets you access 
them:
1. Use the Palm Desktop software and the cable to 
synchronize your data.
2. Tap Forgotten Password in Security to remove the 
password and delete all private records.
3. Perform a HotSync operation to synchronize your data 
and restore the private records by transferring them from 
your computer to your handheld.
I forgot the password and my 
handheld is locked.If you assign a password and lock your handheld, you must 
perform a hard reset to continue using your handheld. See 
page 215 for details. 
						

							Appendix CPage 225
Appendix C
Creating a Custom Expense Report
This section explains how to modify existing Expense application templates and how to create 
your own custom expense report templates for use with the Expense application.
Note: This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet 
application. If you are not familiar with Microsoft Excel, consult your company’s 
Information Services department or another experienced user.
About mapping tables
Before creating or modifying an Expense template, it’s important to understand the function of 
the Palm™ Desktop software Expense application. In simple terms, the Expense application 
moves Expense data from your handheld into a Microsoft Excel spreadsheet.
Each Expense item stored in your handheld represents a group of related data. You can link the 
following data to an expense item:
nCategorynPayment MethodnCity
nDatenPayment CurrencynAttendees
nExpense TypenVendornNote
nAmount
When you perform a HotSync
® operation between your handheld and Palm Desktop software on 
your computer, the Expense data is stored on your computer (in a file named Expense.txt). When 
you open the Expense application in Palm Desktop software, an Excel macro starts, and 
populates an expense template with your data based on the rules specified in a spreadsheet file 
named Maptable.xls. 
The Maptable.xls file is an editable spreadsheet that functions as a “mapping table.” The function 
of the mapping table is to guide the Excel macro in extracting the Expense data. The mapping 
table tells the Excel macro how large the spreadsheet is and provides the data-cell layout of the 
Excel template used for the Expense Report.
Customizing existing sample templates
Four sample Expense Report templates come with Palm Desktop software. These templates are 
stored in the Template folder (which is in the same folder as the Palm Desktop software 
application). 
If the layout of one (or more) of these templates is appropriate for your reporting needs, you can 
easily customize the templates with your company name and other information. 
						

							Page 226  Creating a Custom Expense Report
To customize a sample Expense Report template:
1. Make a backup copy of the contents of the Template folder.
2. Double-click the name of the sample template you want to modify to open it in Microsoft 
Excel.
3. Make any changes that you want to the names (or other information) in the sample template.
Important:
Do not insert rows or columns in the sample template. Doing so changes the way 
your Expense data maps to the template and causes errors. If you want to move the 
cells to a different location or add or delete rows or columns, you have to make 
changes to the Maptable.xls file.
Note: You can insert your own company logo without changing the Maptable.xls file. If you 
change the file name, however, you need to make a corresponding change in the 
Maptable.xls file.
You can also rename cells without changing the Maptable.xls file, provided that the 
expense type corresponds to your handheld data. For example, you can change 
“Snack” to “Munchies,” and then all items entered on your handheld as “Snack” map 
to the cell(s) labeled “Munchies.”
4. From the File menu, choose Save As.
5. Click the Save as type drop-down list and choose Template (*.xlt).
6. Navigate to the Template folder (in the Palm Desktop software directory).
Note:  If you 
do not need to change the Maptable.xls file, save the template file with its 
original file name (e.g., Sample2.xlt).
If you 
do need to change the Maptable.xls file, give your modified template a unique 
name. Be sure to use the .xlt file suffix, which defines the file as a Microsoft Excel 
template.
7. Click Save to save your modified template and make it available for future use.
Note: If you need to modify the Maptable.xls file, you must do this before you can use the 
modified template with your Expense data. To modify the Maptable.xls file for your new 
template, see page 228 for details. 
Read all of the sections of this appendix before 
making changes to the Maptable.xls file. 
						

							Appendix CPage 227
Determining the layout of the Expense Report
This section describes the layout considerations for the Expense Report and explains the terms 
used for creating the report. 
Labels
There are two kinds of labels that you need to define for your report: day/date and expense type. 
Each kind of label can be either Fixed or Variable. A Fixed label means that the label 
always 
appears as a header at the beginning of a row or column. If a label is not Fixed, it is variable.
For example, a list table of expenses could have variable labels in the rows for day/date, and 
variable labels in the columns for expense type. In this case, neither day/date or expense type 
information would be “fixed” (as a header). Instead, the date and expense type information would 
be filled into the cells of the spreadsheet as appropriate.
Examples of both Fixed and Variable labels appear in the sample expense templates. 
Sections
A Section is an area of the report that has common formatting. It is common for an Expense report 
to have more than one Section. For example, the following sample Expense Report named 
Sample3.xlt contains several Sections.
Because your Expense data maps to row and column areas of your final report, different Sections 
require different definitions for the data mapping. To create additional Sections with different 
mapping, you create corresponding additional lines to the mapping table file named Maptable.xls. 
This procedure is explained later in this appendix.
If a section contains cells for prepaid (company paid) expenses, you need to create an additional 
line in the mapping table for “prepaid.” This will count as an additional section in the mapping table. 
The only data that differs in the prepaid section (from the non-prepaid section) is the row/column 
numbers for the expense type.
Section 1 
(not prepaid)
Section 2 
(prepaid)
Section 3  
						

							Page 228  Creating a Custom Expense Report
Analyzing your custom Expense Report
If you already have a custom Excel expense report, you can use it with a modified mapping table. 
However, before you can create a Maptable.xls file that corresponds to your custom Expense 
Report, you must first analyze the characteristics of your report. 
Perform the following before you begin a custom mapping table:
nPrint a copy of your custom expense report. Activate the Row and Column Headings option 
in the Sheet settings of the Page Setup command. This enables you to quickly determine the 
size of the Section(s), as well as the numbers for the start rows and columns.
nOn the printed copy, identify the data Sections. A Section is an area of data with common row 
and column formatting. A yellow highlighter marking pen can make it easy to see the Sections 
as you work with programming the mapping table. Your custom Expense Report can contain 
any number of Sections, and the same data can be repeated in any Section.
nOn the printed copy, identify the type of Labels that apply to each Section. Each Section can 
have only one kind of Fixed or Variable Label for rows. Likewise, each Section can have only 
one kind of Fixed or Variable Label for columns.
nPlace a copy of your custom Expense Report in the Template folder (in the Palm Desktop 
software directory). Change the file name so it has the file extension .xlt (which defines it as 
a Microsoft Excel template). Make a note of the exact file name so it can be defined in the 
mapping table file.
Programming the mapping table
Once you have analyzed the components of your custom Expense Report, you can program the 
mapping table to fill the report with data from the handheld.
To program a new custom mapping table:
1. Open a copy of the Maptable.xls file in Microsoft Excel. 
Note: This file is located in the same folder as the Palm Desktop software application. 
Make 
a backup copy of this file before you make your modifications.
2. Mapping a new template. Scroll to where you find the name of the original template that you 
chose for your modifications. The name of the template will appear in column B of the 
Maptable.xls file, next to the cell highlighted in green that reads “Template Name:”. If you did 
not modify an existing template, move to any table in the Maptable.xls file. 
3. Select all the rows associated with the template name. To select the rows, click and drag on 
the row numbers (left side), so they appear highlighted. 
						

							Appendix CPage 229
4. From the Edit menu, choose Copy.
5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and 
click on a row number to select a blank row.
6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into 
the Maptable.xls file.
7. Name the table. In the cell immediately to the right of the cell entitled Template Name, enter 
the 
exact file name of your custom Expense Report template. 
8. Define the number of Sections. Each row in a table defines how your handheld data will be 
placed in a Section of your custom Expense Report. Note that the prepaid portion of a section 
has its own row and counts as a separate section for map table purposes, 
even though it is 
not a separate section in your template
.
You may add or delete rows as necessary so that the total number of rows corresponds to 
the number of Sections in your custom Expense Report. To clear all of the existing settings 
in a row, click to select the row and press Ctrl+Delete. Name each row to correspond to a 
Section of your custom Expense Report.
9. Determine the Label settings. The orientation of the data fields (Row, Column) appears in the 
yellow section of the table.
All rows related 
to template are 
selected 
Table with 
four sections 
						

							Page 230  Creating a Custom Expense Report
Determine whether the Rows will contain expense or date information, and place an “x” in the 
appropriate cell. When you do this, you also define whether the label is Fixed or Variable. You 
can place only one “x” in the Row section (columns 2–5).
Determine whether the Columns will contain expense or date information, and place an “x” in 
the appropriate cell. When you do this, you also define whether the label is Fixed or Variable. 
You can place only one “x” in the Column section (columns 6–9).
10. Define the dimensions of the Section. The dimensions of the Section appear in the green 
columns (10–13).
11. Define the Dates and Intervals. The dates and intervals between dates appears in the light 
blue columns (14–17).
In the Date cell, enter the row or column number where all the date information will be placed.
In the Dates cell, enter the number of blank columns (or rows) separating the date fields. If 
there are no blank columns (or rows) between date entries, leave this number set to zero.
In the Start Day cell, enter the day of the week that starts the expense reporting period. Enter 
a three-character abbreviation for the day (e.g., Sun, Mon, Tue).
In the Day cell, enter the row or column number where all the day information will be placed. 
If the dates are in a row or in a column, enter the row or column number. 
12. Define whether the Section is in list format. This setting appears in the light purple columns 
(18–19).# of 
RowsRepresents the total number of rows in the Section, excluding any header or 
total rows. In other words, this includes only the number of rows in the Section 
where your handheld data will be placed.
# of 
ColumnsRepresents the total number of columns in the Section, excluding any header 
or total columns. In other words, this includes only the number of columns in 
the Section where your handheld data will be placed.
Start RowIs the number of the first row of the Section that will be filled with your 
handheld data.
Start 
ColumnIs the number of the first column of the Section that will be filled with your 
handheld data.