Palmone IIIxe Personal Handheld Organizer Handbook

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...

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...

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...

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....

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...

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...

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...

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...