Palm M515 Color Handheld Instructions Manual

Chapter 5 Page 131
5. When the alarm reminder message appears, do one of the 
following:
Tap OK to permanently dismiss the reminder and return to the 
current screen.
Tap Snooze to dismiss the reminder and return to the current 
screen. The reminder message appears again in five minutes, 
and an attention indicator blinks in the upper-left corner of the 
screen to remind you of the pending alarm. When the reminder 
message reappears, the current time displays in the Reminder 
bar and the alarm time...

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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 Expense.
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...

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4. Enter the amount of the expense. 
5. Tap the Expense type pick list and select a type from the list.
Note:As soon as you select an expense type, your handheld saves 
your entry. If you do not select an expense type, it does not 
save the entry.
Tip:Another 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 of the Expense item. This technique...

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Entering receipt details
Expense provides a variety of options that you can associate with an 
item. These options appear in the Receipt Details dialog box.
To open the Receipt Details dialog box:
1. Tap the Expense item to which you want to assign details.
2. Tap Details.
3. Select any of the following options:
CategorySee “Categorizing records” earlier in this 
chapter.
TypeOpens a pick list of expense types. 
PaymentLets you choose the payment method used to...

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4. Tap OK.
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.
To change your default currency:
1. Open Expense.
2. Tap...

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6. Tap OK.
Defining a custom currency symbol
If the currency you want to use is not in the list of countries, you can 
create your own custom country and currency symbol. 
To define a custom currency symbol:
1. Tap the Menu icon  .
2. Tap Options, and then tap Custom Currencies.
3. Tap one of the four Country boxes.
4. Enter the name of the country and the symbol that you want to 
appear in Expense.
5. Tap OK to close the Currency Properties dialog box.
6. Tap OK....

Chapter 5 Page 137
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. Tap OK.
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...

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Displaying the euro on your desktop computer
When you perform a HotSync operation, the euro symbol is 
transferred to your Desktop application like any other piece of data on 
your handheld. The symbol appears in your Desktop application, 
however, only if you are using fonts that support the euro symbol.
These fonts are part of the operating system on your computer. They 
do not reside with your Desktop application, and they are not 
produced by Palm, Inc. Refer...

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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:
Click Print to display the expense report in the...

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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.
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.