Palmone Tungsten E Handheld Instructions

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CHAPTER 8
Using Expense
Expense enables you to keep track of your expenses and then transfer the 
information to a spreadsheet on your computer.
To open Expense:
1.Tap the Home icon  . 
2.Tap the Expense icon  . 
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.
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 then 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, your handheld does not save the entry.
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.
Tap here
Ta p  d a t e 
						

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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.Ta p  D e t a i l s .
3.Select any of the following options:
4.Ta p  O K .
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.
AttendeesEnables you to enter attendees to an event either directly onscreen 
or by looking up entries in Contacts. 
						

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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 then select the country whose currency you 
want to display on that line.
3.Tap OK to close the Select Currencies dialog box, and then tap OK.
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.Tap Options, and then tap Preferences.
4.Tap the Default Currency pick list.
5.Select the currency symbol you want to appear in Expense.
6.Ta p  O K .
Select Edit 
currencies 
						

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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.Tap Options, and then tap 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, and then tap OK again.
Setting Show Options
Show Options defines the sort order and other settings that relate to your Expense 
items.
Tap a Country 
box 
						

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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 
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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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 particular font is present on both the 
printer and the computer, the printer ’s version of the 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). 
Using Expense menus
Expense 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.
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 input 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. 
						

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CHAPTER 9
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
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. This 
command appears only after you install the e-mail or SMS 
application from the CD-ROM included with your handheld, 
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 
appears only after you install the e-mail or SMS application 
from the CD-ROM included with your handheld, and the 
options available depend on the software installed on your 
handheld.