Palmone VII Wireless Handheld Instructions Manual
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Chapter 4 Page 113 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. Tap OK. 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. Tap the currency symbol you want to appear in Expense. 6. Tap OK. 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. Tap a Country box
Page 114 Using Your Basic Applications 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.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
Chapter 4 Page 115 Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your handheld, Palm Desktop software enables you to view and print the data with your computer. 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 VII handheld package. The procedures in this section also assume that you have installed Palm Desktop software. See “Palm Desktop organizer software” in Chapter 1 for more information. Displaying the euro on your desktop computer When you perform a HotSync operation, the euro symbol is transferred to your Desktop application like any other piece of data on your handheld. The symbol appears in your Desktop application, however, only if you are using fonts that support the euro symbol. These fonts are part of the operating system on your desktop computer. They do not reside with your Desktop application, and they are not produced by Palm, Inc. Operating SystemEuro Support Mac OS Contained in Mac OS 8.5 or higher. For more information, visit the following web site: http://til.info.apple.com/techinfo.nsf/artnum/n22222 Windows 95 Download free font upgrades from the Web. For more information, visit the following web site: http://www.microsoft.com/windows/euro.asp Windows 98 Includes all the necessary fonts and drivers. Windows NT 4.0 Download free font upgrades from the Web. For more information, visit the following web site: http://www.microsoft.com/windows/euro.asp Windows 2000 Includes all the necessary fonts and drivers.
Page 116 Using Your Basic Applications Printing the euro Even with operating system support, problems may arise while printing documents that contain the euro. When a font is present on both the printer and the computer, the printer font is used by default to increase printing speed. If the printer font does not include the euro, a box prints instead of the euro symbol. You can work around this problem by sending a bitmap image of the euro to the printer or by not using the printers built-in fonts (if allowed). Creating or printing an expense report You can use Palm Desktop software 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 handheld 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. Click to select Categories
Chapter 4 Page 117 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. 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 118 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. 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.
Chapter 4 Page 119 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 Options menu Choose expense template Enter name and other information
Page 120 Using Your Basic Applications 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.” About Expense Shows version information for Expense.
Chapter 5 Page 121 Chapter 5 Web Clipping Applications and the iMessenger ® Application Your handheld is a wireless device Your Palm VII™ handheld is equipped with an internal transmitter and an antenna. These components enable your handheld, like a cellular phone, to use a radio frequency to transmit and receive information over the airwaves. You don’t need a modem or a wired connection to a computer to use your handheld as a wireless device, but you must activate the Palm.Net™ wireless communication service. See “Activating the Palm.Net wireless communication service” in Chapter 1 for more information. After you activate the service, you have access to two wireless features that enhance your ability to stay connected: web clipping and wireless Internet messaging. This chapter describes those features and explains how to use them. Important: Whenever you use the wireless features of your handheld, please observe the guidelines or prohibitions on the use of wireless devices in your current location. For example, when you are on an airplane, do not raise the antenna or use the wireless features at times when the Federal Aviation Administration (FAA) or airline regulations prohibit the use of cellular phones. You can, of course, use all other applications of your handheld in accordance with airline regulations for electronic devices. Web clipping applications Web clipping is a fast and simple way to retrieve specific information from the Internet. It is a simple process of query-and-response: You submit a request for specific information from the Internet and tap a button that transmits your request; within seconds, you receive a response.
Page 122 Web Clipping Applications and the iMessenger® Application Web clipping applications Just as your web browser gives you access to many different web sites, your handheld gives you access to many different “sites” for web clipping — as many as you care to add and your handheld can store. If you have already set up your handheld, you have some already. These “sites” are called web clipping applications. They were created by third-party developers, but you open them and use them just as you would a basic Palm VII application like Address Book. Web clipping applications give you access to a wide spectrum of practical Internet information. Each web clipping application is designed to let you query the Internet for a specific kind of information. For example, the web clipping applications available to you when you set up your handheld and install Palm™ Desktop organizer software give you access to the following kinds of information: traffic and weather conditions; airline, hotel, and restaurant information; locations of automatic teller machines; driving directions; stock market data; movie listings; availability of tickets to local events; business and general news; definitions, spelling, and synonyms of words; and business and residential phone numbers, addresses, and e-mail addresses. Web clipping, not web browsing It’s impractical to browse the Internet from a small handheld computer and look at elaborate, animated, graphics-laden web pages on a screen the size of your handheld’s. As a way to access Internet information, web clipping offers you the following advantages: nConvenience: Because your handheld is a wireless device, you can be walking down the street while accessing the Internet. nFocus: Web clipping applications focus on retrieving small pieces of specific, up-to-date information.