Palm Zire 71 Handheld Instructions Manual

Adding expense items
111
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...

Chapter 9 Using Expense
11 2
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.
3.Tap OK to close the Select Currencies dialog box.
4.Ta p  O K ....

Customizing the Currency pick list
11 3
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...

Chapter 9 Using Expense
11 4
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...

Working with Expense data on your computer
11 5
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.
nAdd, modify, and delete your Expense data.
nOrganize your Expense data by category, amount, date, type, or notes....

Chapter 9 Using Expense
11 6
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...

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CHAPTER 10
Using Memo Pad
Memo Pad provides you with a place to take notes that are not associated 
with records in Date Book, Address Book, or To Do List. The number of 
memos you can store depends only on the memory available on your 
handheld. Use Memo Pad to do the following:
nUse Graffiti® 2 characters to store memos, lists, or any other text message on 
your handheld. 
nSend memos to popular computer applications like Microsoft Word when you 
synchronize using Palm™ Desktop software and...

Chapter 10 Using Memo Pad
11 8
Creating memos
A record in Memo Pad is called a memo. You can assign memos to categories and 
mark them private, as described in Chapter 4. This section covers how to create a 
memo.
To create a new memo:
1.Open Memo Pad.
2.Ta p  N e w.
TIPIn the Memo list screen, you can also begin writing in the Graffiti 2 writing 
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...

Reviewing memos
11 9
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 5-way 
navigator. See“Using the navigator” in Chapter 2 for details.
2.Review or edit the text in the memo. 
3.Ta p  D o n e .
Using Memo Pad menus
Memo Pad menus are shown here for your reference, and Memo Pad features...

Chapter 10 Using Memo Pad
120
Record menus
Options menus
Send CategoryOpens a dialog box where you can choose how you want to 
send all records in the selected category to another device. This 
command appears only after you install the e-mail or SMS 
application from the Software Essentials CD-ROM, and the 
options available depend on the software installed on your 
handheld. 
Send MemoOpens a dialog box where you can choose how you want to 
send the selected memo to another device. This command...