Palmone IIIx Handheld Handbook
Have a look at the manual Palmone IIIx Handheld Handbook online for free. It’s possible to download the document as PDF or print. UserManuals.tech offer 41 Palm manuals and user’s guides for free. Share the user manual or guide on Facebook, Twitter or Google+.
Chapter 4 Page 103 5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. Note:If 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. 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 organizer, Palm Desktop software enables you to view and print the data with your computer. Sort by Enables you to sort expense items by date or type. Distance Enables you to display Mileage entries in miles or kilometers. Show currency Shows or hides the currency symbol in the Expense List. Tap Show
Page 104 Using Your Basic Applications 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 Palm III organizer package. The procedures in this section also assume that you have installed Palm Desktop software. See “Connecting the cradle” in Chapter 1 for more information. Creating or printing an expense report Palm Desktop software makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet. To create or print an expense report: 1. Perform a HotSync operation to transfer your latest Expense data to your computer. 2. Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box. Note:If you launch Expense from the Start menu instead of Palm Desktop software, you must first choose your organizer user name. 3. Click the expense category that you want. 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. Click to select Categories
Chapter 4 Page 105 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 spreadsheet contain- ing your expense data. Your data appears in Microsoft Excel spreadsheet form. You can enter information, make formatting changes, and save and print the file in the normal manner. Using expense report templates Palm Desktop software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel. For example, the template Sample2.xlt looks like this:
Page 106 Using Your Basic Applications 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.
Chapter 4 Page 107 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. 5. Click OK. 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 1 for information about choosing menu commands. Record menu Choose expense template Enter name and other information
Page 108 Using Your Basic Applications 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” and then “E” enters “Telephone” which is the first expense type beginning with the letters “TE.” nDefault currency. Sets the default currency symbol for Expense. About Expense Shows version information for Expense.
Chapter 5 Page 109 Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm III™ organizer that help you stay organized. This chapter describes the features that help you stay connected. nManaging desktop E-Mail: Using your organizer, 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 at the top of your organizer lets you send data from your organizer — including entire applications — to any other Palm Computing ® connected organizer that’s close by and also equipped with an IR port. Managing desktop E-Mail away from your desk Mail lets you manage the e-mail that you send and receive through the E-Mail application on your desktop computer. You can read, reply to, compose, and delete e-mail on your organizer. To send or receive e-mail, you must perform a HotSync ® operation either locally, using the organizer cradle, or remotely, using a modem. The key to Mail is that it truly synchronizes the mail in the Inbox of your desktop E-Mail application with the mail on your organizer. For example, if you delete e-mail items from Mail, your next HotSync operation also deletes the e-mail items from your desktop E-Mail application, so you never have to delete e-mail items twice. Similarly, if you read an e-mail item on your organizer and leave it in your Inbox, your next HotSync operation marks it as read in your desktop E-Mail application.
Page 110 Communicating Using Your Organizer 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 organizer retrieves from your desktop E-mail application. nUse your organizer 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 time, make sure your desktop E-Mail application is up and running. You must also set up Palm™ Desktop software for use with your desktop E-Mail application. Your organizer supports a number of desktop E-Mail applications, such as Microsoft Exchange (version 4.0 or higher), Eudora (version 3.0.3 or higher), and Lotus cc:Mail (versions 2.5, 6.0, and 7.0). You can see the full list of the supported applications when you set up Mail. If your desktop E-Mail application does not appear on the list, you may still be able to manage your desktop E-Mail application from your organizer by means of special connection software, called a conduit, that lets you synchronize your desktop E-Mail application and your organizer. Contact the vendor of your E-Mail application or visit the web site http://www.palm.com for more information. Note:The following instructions assume that you have already installed Palm Desktop software on your computer and that you did not set up Mail during the installation. If you have not yet installed the Palm Desktop software, the installation procedure prompts you to set up Mail as part of the Palm Desktop software installation. To set up Mail: 1. Click Start in the Windows taskbar. 2. Highlight Programs, highlight Palm Desktop software, and then click Mail Setup to begin setup. 3. Follow the instructions onscreen to set up your organizer for use with your desktop E-Mail application.
Chapter 5 Page 111 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 organizer and your desktop E-Mail application. Desktop overwrites handheldReplaces the mail on your organizer with the mail in your desktop E-Mail application. You should use this option only if, for some reason, the two inboxes get out of sync. This setting applies for only one HotSync operation and then reverts back to the default setting. Do Nothing Turns off communication between your organizer and desktop E-Mail application. This setting applies for only one HotSync operation and then reverts back to the default setting. Set As DefaultChanges the default setting on an ongoing basis. (When you first set up Mail, Synchronize the files is the default setting.)
Page 112 Communicating Using Your Organizer 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 need to perform a HotSync operation to synchronize Mail with your desktop E-Mail application. For a complete explanation of HotSync technology, see Chapter 6. Opening the Mail application on your organizer To open Mail: 1. Tap the Applications icon . 2. Tap the Mail icon . Viewing e-mail items The Message List displays a list of your incoming e-mail items, who sent them, and the date they were received. E-mail items you’ve read have a check next to them. High-priority e-mail items appear in bold. Previously read