Handspring Visor Edge Handheld User Guide

Appendix C Page 253
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...

Page 254  Creating a Custom Expense Report
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...

Appendix C Page 255
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...

Page 256  Creating a Custom Expense Report
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...

Appendix C Page 257
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...

Page 258  Creating a Custom Expense Report
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...

Appendix C Page 259
12.Define whether the Section is in list format. This setting appears in the 
light purple columns (18–19).
If the Section will present the data in a list format, enter the word 
“yes”. Otherwise, enter the word “no”. The following diagram 
shows data presented in a list format:
Only if your section is in list format:
 In the Expense Type cell, 
enter the number of the row or column where the expense 
description will be placed. Expense amounts can be entered in 
several different...

Page 260  Creating a Custom Expense Report
15.Mark a Section for prepaid expenses (yellow column). If a row in the map 
table is for prepaid (company paid) expenses, type a “yes” in the 
cell on that Section’s row. Type “no” in all the cells of this column 
that do not pertain to prepaid expenses.
16. Repeat steps 9 through 15 for each Section that you have defined 
for your custom Expense Report. 
17.
Map Expense Report Options dialog (magenta section). The Expense 
Report Options dialog has five fields...

Appendix C Page 261
Expense file details
The Expense.txt file contains four groups of data. It will be easier to see 
these four distinct groups of data if you open the file with a 
spreadsheet application.
Trips
Shows the number of Expense application 
categories, and lists each one followed by an 
“end” statement.
Currency
Shows how many currencies were used for the 
Expense data, and lists the countries that 
correspond to that currency.
Trip
Shows the number of expenses by category, 
and lists the...

Page 262  Creating a Custom Expense Report