Handspring Visor Handheld User Guide

Chapter 6 Page 143
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 Windows-based computer. For information on using 
Expense with a Macintosh, visit this web site: 
http://www.handspring.com
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...

Page 144  Application Specific Tasks
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...

Chapter 6 Page 145
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 146  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....

Chapter 6 Page 147
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 type. Writing “T”...

Page 148  Application Specific Tasks 

Chapter 7 Page 149
Chapter 7
Communicating Using 
Your Handheld
The previous chapter described the features of your Visor handheld 
computer that help you stay organized. This chapter describes the 
features that help you stay connected.
nManaging desktop E-Mail: Using your handheld, you can read, reply 
to, compose, and delete e-mail from your desktop E-Mail 
application while you’re away from your desk.
nIR beaming: The infrared port located on the side of your handheld 
lets you send data from your...

Page 150  Communicating Using Your Handheld
In Mail, you can do the following:
nView, delete, file, and reply to incoming mail.
nCreate outgoing e-mail items and drafts of e-mail items.
nCreate simple or complex filters, which allow you to decide the 
type of e-mail that your handheld retrieves from your desktop 
E-mail application.
nUse your handheld in its cradle to send and retrieve e-mail items 
from your desktop E-Mail application.
Setting up Mail on the desktop
Before you use Mail for the first...

Chapter 7 Page 151
To select HotSync options:
1. Click the HotSync icon Ô
 in the Windows system tray (bottom-
right corner of the taskbar). 
2. Choose Custom.
Tip:You can also choose Custom from the HotSync menu in 
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Click one of the following settings:
Synchronize 
the filesSynchronizes the mail on your handheld and 
your desktop E-Mail application.
Desktop 
overwrites 
handheldReplaces the mail on your handheld with the 
mail in...

Page 152  Communicating Using Your Handheld
Tip:To turn off Mail, select Do Nothing and then select the Set As 
Default check box.
To change your Mail setup options:
1. Click the HotSync icon   in the Windows system tray. 
2. Choose Custom.
Tip:You can also choose Custom from the HotSync menu in 
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Modify your settings as needed.
6. Click OK.
Synchronizing Mail with your E-Mail application
After you enable and configure Mail, you...