Handspring Visor Handheld Platinum User Guide

Chapter 6 Page 141
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. Tap the Applications icon  .
2. Tap the Expense icon  .
3. Tap New.
Tip:You can also create a new Expense item by writing on the 
number side of the Graffiti writing area while in the 
Expense list screen....

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Tip:A quick way to create a new Expense item is to make sure that 
no Expense item is selected in the Expense list, write the first 
letter(s) of the expense type, and then write the numerical 
amount. This technique takes advantage of the automatic fill 
feature. See “Options menu” later in this chapter 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...

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3. Select any of the following options:
4. Tap OK.Category
See “Categorizing records” in Chapter 5.
Type
Opens a pick list of expense types. 
Payment
Lets 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 “Transferring your data to 
Microsoft Excel” later in this...

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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. Tap the Currency pick list in the Receipt Details dialog box, and 
then select Edit currencies.
2. Tap each Currency pick list and select the country whose currency 
you want to display on that line.
3. Tap OK to close the Select Currencies dialog box.
4. Tap OK.
Defining a custom currency symbol
If the currency...

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5. Tap OK to close the Currency Properties dialog box.
6. Tap OK.
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...

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

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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:
Click 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.
Click Create to display a Microsoft Excel spreadsheet contain-...

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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....

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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 “Using menus” in Chapter 1 for information about choosing menu 
commands.
Record menu
Options menu
Preferences
nUse automatic fill. Lets you select an expense 
type by writing the first letter of an expense 
type in the Graffiti writing area. For example, 
if you write the letter “T,” it enters the “Taxi” 
expense...