Palm Tungsten T3 Instructions Manual

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CHAPTER 9
Using Expense
Expense enables you to keep track of your expenses and then transfer the 
information to a spreadsheet on your computer.
NOTECertain tasks are common among several handheld applications. For more 
information, see Chapter 4, “Working with Applications.”
To open Expense:
1.Tap the Home icon  . 
2.Select the Expense icon  . 
Adding expense items
You can sort your Expense items into categories.
To add an expense item:
1.Ta p  N e w.
2.Enter the amount of the expense. 
Ta p  N e wCursor of 
new item 
						

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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.
TIPTo attach a note to an entry and work with attached notes, see“Attaching notes” 
in Chapter 4.
Changing the date of an Expense item
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.
To open the Receipt Details dialog box:
1.Tap the Expense item to which you want to assign details.
2.Ta p  D e t a i l s .
Ta p  h e r e 
						

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99
3.Select any of the following options:
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.
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. 
Paym e n tEnables 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.
AttendeesLookup displays the names in your Contacts that have data In the 
company field, you can add these names to a list of attendees 
associated with an expense record.
Tap Edit 
currencies 
						

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10 0
3.Tap OK to close the Select Currencies dialog box.
4.Ta p  O K .
Changing the default currency
You can select which currency appears by default when you’re entering 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 that 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.Tap the Menu icon  .
2.Select Options, and then select 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.Ta p  O K . 
						

							Setting Show Options
101
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 .
Working with Expense data on your computer
After you enter your expenses into the Expense application on your handheld and 
you 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.
nAdd, modify, and delete your Expense data.
nOrganize your Expense data by category, amount, date, type, or notes.
nView Expense data in various formats: List, Large Icons, or Small Icons.
nRecord individual expenses in various currencies and display the total in one 
selected currency type.
nPrint Expense reports.
nTransfer Expense data to other applications, such as Microsoft Excel, using the 
Send command or Export command, and import data in popular file formats.
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 
						

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Setting the automatic fill preference
Automatic fill enables you to select an expense type by writing the first letter of an 
expense type. 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.
To set automatic fill:
1.Tap the Menu icon  .
2.Select Options, and then select Preferences.
3.Tap the checkbox to select or deselect automatic fill. 
						

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CHAPTER 10
Using Memos
Memos provides you with a place to take notes that are not associated with 
records in Calendar, Contacts, or Tasks. The number of memos you can store 
depends only on the memory available on your handheld. 
NOTECertain tasks are common among several handheld applications. For more 
information, see Chapter 4, “Working with Applications.”
To open Memos:
1.Tap the Home icon  . 
2.Select the Memos icon  . 
Creating memos
This section describes how to create a memo. Each memo you create can be up to 
approximately 32KB in size.
To create a new memo:
1.Open Memos.
2.Ta p  N e w.
TIPIn the Memo list screen, you can also begin writing in the input area to 
create a new memo. The first letter is automatically capitalized and begins your 
new memo.
3.Enter the text you want to appear in the memo. Use the carriage return stroke 
to move down to new lines in the memo.
4.Tap Done. 
Ta p  N e w 
						

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Reviewing memos
The first line of a memo appears in the Memo list. This makes it easy to locate and 
review your memos. 
To  r e v i e w  a  m e m o :
1.From the Memo list, select the text of the memo.
TIPYou can also select, review, and move between memos with the navigator. 
See“Using the navigator” in Chapter 2 for details.
2.Review or edit the text in the memo, and then tap Done.
Using Memos menus
Memos menu commands that are not explained elsewhere in this book are 
described here. See“Using menus” in Chapter 4 for information about selecting 
menu commands.
The Record and Options menus differ depending on whether you’re displaying the 
Memo list or an individual memo.
Record menus
Options menus
Select a memo 
to review
Send CategoryOpens a dialog box where you can choose how you want to 
send all records in the selected category to another device.
Send MemoOpens a dialog box where you can choose how you want to 
send the selected memo to another device.
Preferences Displays the Memo Preferences dialog box, where you define 
the sort order for memos. 
About MemosShows version information for Memos. 
						

							10 5
CHAPTER 11
Using Note Pad
Note Pad provides a place to take notes in your own handwriting. You can 
use Note Pad to do everything you might do with a piece of paper and a 
pencil. 
NOTECertain tasks are common among several handheld applications. For more 
information, see Chapter 4, “Working with Applications.”
To open Note Pad: 
nPress the Note Pad application button on the front panel of your handheld. Note 
Pad opens to display the list of all your records.
TIPPress the Note Pad application button repeatedly to cycle through the categories 
in which you have records. 
Creating a note
A record in Note Pad is called a note. You can assign notes to categories and mark 
them private as described in Chapter 4. This section covers how to create a note.
To create a new note:
1.Ta p  N e w.
Note Pad button 
Pen selector
Write 
information 
here
Enter title here
Eraser 
						

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10 6
2.Write the information directly on the handheld screen.
Tap the pen selector to select a different pen width, or select the eraser to remove 
unwanted strokes.
3.(Optional) Select the time at the top of the screen, and then enter a title using 
Graffiti
® 2 writing.
4.Ta p  D o n e .
To clear the screen:
1.Tap the Menu icon  . 
2.Select Edit, and then select Clear Note.
Reviewing notes
The note title and the date you created the note appear in the Note Pad list. If you 
did not assign a title to your note, the time you created the note appears as the note 
title. This makes it easy to locate and review your notes. 
To review a note:
1.In the Note Pad list, select the note title.
TIPYou can also select, review, and move between notes with the navigator. 
See“Using the navigator” in Chapter 2 for details.
2.Review or edit the contents of the note. 
3.Ta p  D o n e .
Changing Note Pad color settings
By default, your notes appear with a white “paper” background, and the ink from 
the pen is blue. You can change the color of both the paper and the ink from the 
pen. Your color selections apply to all your notes. You cannot change the color 
settings for individual notes.
Tap arrows to scroll to 
next and previous notes
Select a 
note to view