Palm Tungsten T2 Instructions Manual

							Dialing a number from the Call History list
11 7
2.Tap an entry from the list.
3.Ta p  D i a l .
The number is dialed and you are now ready to communicate over your mobile 
phone.
Date and time you called
Number (or name if number is a speed dial entry)
Tap Done to return to Dialer screen
Tap entry to enter number on Dialer screen
Ta p  D i a l
The selected number displays 
						

							Chapter 9 Using Palm™ Dialer
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							11 9
CHAPTER 10
Using Expense
Expense enables you to keep track of your expenses and then transfer the 
information to a spreadsheet on your computer. In Expense you can do the 
following: 
■Record dates, types of expenses, amount spent, payment method, and other 
details associated with any money that you spend.
■Assign expense items to categories so that you can organize and view them in 
logical groups.
■Keep track of vendors (companies) and people involved with each expense.
■Log miles traveled for a particular date or expense category.
■Sort your expenses by date or expense type.
■Send or export your expense information to popular computer applications, 
such as Microsoft Excel or Microsoft Word, using Palm™ Desktop software and 
HotSync
® technology on a Windows computer.
To open Expense:
1.Tap the Home icon  . 
2.Select the Expense icon  .  
						

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Adding expense items
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 add an expense item:
1.Ta p  N e w.
TIPYou can also create a new Expense item by writing on the number side of 
the Graffiti® 2 writing area while in the Expense list screen. The first number 
you write begins the amount of your new Expense item.
2.Enter the amount of the expense. 
3.Tap the Expense type pick list and select a type from the list.
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.
TIPAnother 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 takes advantage of the automatic fill feature. See “Options menu” 
later in this chapter for details.
TIPTo attach a note to an entry and work with attached notes, see“Attaching notes” 
in Chapter 4.
Ta p  N e wCursor of 
new item
Tap here 
						

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Changing the date of an Expense item
Initially, Expense items appear with the date on which you enter them. You can 
change the date associated with any Expense item.
To change the date of an Expense item:
1.Tap the Expense item you want to change.
2.Tap the date of the selected item. 
3.Tap the new date.
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:
Ta p  d a t e
CategoryOpens a pick list of system and user-defined categories. 
See“Categorizing records” in Chapter 4 for more information.
Ty p eOpens a pick list of expense types.  
						

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4.Ta p  O K .
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.Ta p  O K .
PaymentEnables you to choose the payment method for 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.
CurrencyEnables you to choose the type of currency used to pay the 
Expense item. The default currency unit is defined in the 
Preferences dialog box. You can also display up to four other 
common types of currency. See “Customizing the Currency pick 
list” later in this chapter for more information.
Vendor and 
CityEnables you to record the name of the vendor (usually a company) 
associated with the expense and the city where the expense was 
incurred. For example, a business lunch might be at Rosie’s Cafe 
in San Francisco.
AttendeesSee“Looking up names to add to Expense records” in Chapter 4 
for more information.
Ta p  E d i t  
currencies 
						

							Customizing the Currency pick list
123
Changing the default currency
You can select which currency appears by default when you’re entering Expense 
items. You can override this setting when entering individual expense items.
To change your default currency:
1.Open Expense.
2.Tap the Menu icon  . 
3.Select Options, and then select Preferences.
4.Tap the Default Currency pick list.
5.Tap the currency symbol you want to appear in Expense.
6.Ta p  O K .
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.Ta p  t h e  M e n u  i c o n   .
2.Select Options, and then select Custom Currencies.
3.Tap one of the four Country boxes.
Ta p  a  C o u n t r y  
box 
						

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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.Ta p  O K .
NOTEIf 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.
Setting Show Options
Show Options defines 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.Ta p  O K .
Sort byEnables you to sort expense items by date or type.
DistanceEnables you to display Mileage entries in miles or kilometers.
Show currencyShows or hides the currency symbol in the Expense list.
Tap Show 
						

							Working with Expense data on your computer
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Working with Expense data on your computer
After you enter your expenses into the Expense application on your handheld and 
perform a HotSync operation, Palm Desktop software enables you to do any of the 
following on your Windows computer. See the Palm Desktop software online help 
for details. This feature is not available on Mac computers.
■Add, modify, and delete your Expense data.
■Organize your Expense data by category, amount, date, type, or notes.
■View Expense data in various formats: List, Large Icons, or Small Icons.
■Record individual expenses in various currencies and display the total in one 
selected currency type.
■Print Expense reports.
■Transfer Expense data to other applications, such as Microsoft Excel, using the 
Send command or Export command, and import data in popular file formats.
Displaying the euro on your computer
When you perform a HotSync operation, the euro symbol is transferred to Palm 
Desktop software like any other piece of data on your handheld. The symbol 
appears in Palm Desktop software, 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. For more 
information, refer to the documentation that accompanies your desktop 
computer ’s operating system. 
Printing the euro
Even with operating system support, problems may arise when you print 
documents that contain the euro. When a font is present on both the printer and 
the computer, the printer font is used by default to increase printing speed. If the 
printer font does not include the euro, a box is printed instead of the euro symbol.
You can work around this problem by transferring the expense data to another 
application and inserting a bitmap image of the euro into the document in the 
appropriate places, or by not using the printer ’s built-in fonts (if allowed).  
						

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Using Expense menus
Expense menus are shown here for your reference, and Expense features that are 
not explained elsewhere in this book are described here.
See“Using menus” in Chapter 4 for information about selecting menu commands.
Record menu
Options menu
PreferencesOpens the Preferences dialog box where you can select 
automatic fill and default currency options.
Use automatic fill. Enables you to select an expense type by 
writing the first letter of an expense type in the Graffiti 2 writing 
area. For example, if you write the letter T, it enters the “Taxi” 
expense type. Writing T and then E enters “Telephone” which is 
the first expense type beginning with the letters TE. 
About ExpenseShows version information for Expense.