Pcs Phone Samsung I500 User Guide

							Section 2: Understanding Your Phone
2L: Expense Manager 118
Creating Expense Items
The Expense application allows you to record the date, expense type, and 
the amount you spend. You can sort Expense items into different 
categories or add other information to an item.
Creating a New Expense
1.
From the Application main menu, tap the “Expense” application 
icon .
2.Tap New.
Tip: You can also create a new Expense item in the Expense List screen by 
writing on the number side of the Graffiti writing area. The first number you 
write begins your new Expense item.
3.Enter the amount of the expense using Graffiti text or the on-screen 
keyboard.
4.Tap “Expense Type” for the list of available expenses.
Note: The expense is automatically saved when an expense type is selected. If an expense type is not selected, the expense is not yet saved.
5.Select the proper expense type from the list. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 119
Changing the Expense Date 
The expense date is defaulted to the date the expense was entered into the 
system. The date can be changed to better reflect the actual date of the 
expense.
Changing the Date
1.
Tap the desired expense item.
2.Tap the date of the item.
3.The Date screen is displayed with a calendar. Tap the correct date of 
the expense.
Once the date is selected, the screen goes back to the expense main 
menu. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 120
Entering Receipt Details
Detailed expense-related information can be added to the item using the 
details screen. The details screen allows you to add the following 
information:

Category - Select one of the default categories or create a custom 
category for the expense item.

Ty p e - Select the type of the expense from the list.

Payment - Select the type of payment used for the expense.

Currency - Select the type of currency used for the expense.

Vendor and City - Enter the Vendor and City information in the 
spaces provided.

Attendees - Enter the attendees of the expense if needed.
Adding Receipt Details
1.
Tap the desired expense item.
2.Tap the Details button to open the Receipt Details screen.
3.Tap the drop down menu and select the desired category.
4.Tap the drop down menu and select the desired type.
5.Tap the drop down menu and select the desired payment.
6.Tap the drop down menu and select the desired currency.
7.Enter the Vendor and City information.
8.Enter any attendees.
9.Tap OK to save and exit. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 121
Entering the Expense Type Automatically
You can select an expense type by writing the first letter or letters of an 
expense type in the Graffiti writing area. For example, writing the letter 
“T” enters the Taxi expense type. Writing “T” and then “e” enters 
Telephone, which is the first expense type beginning with the letters 
“Te”.
Filling in the Expense Automatically
1.
Tap the Menu Launcher icon.
2.Select Options and tap Preferences.
3.Tap the Use Automatic Fill When Entering Data check box to 
select the option. 
4.Tap OK to exit. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 122
Expense List Display Options
You can change the display of expenses, including their sort order, 
the mileage unit, and the currency symbol, using the Show Options 
dialog box.
1.In the Expense List, tap the Show button to display the Show 
Options
 dialog box.
2.To change how expense items are sorted, tap the Sort By drop down 
menu. 
3.Tap Date or Ty p e to sort the expense items by the corresponding 
option.
4.To change the display of mileage entries, tap Distance, and then tap 
Miles or Kilometers to display the corresponding unit. 
5.To hide the currency symbol, tap the Show Currency check box to 
clear it.
6.Tap OK. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 123
Changing Currency and Symbol Display
You can change the available currency display in the Currency drop 
down menu. You can also change the default currency that appears 
when you create a new expense item.
If the desired currency is not in the list of countries, you can create your 
own custom currency symbol and add it to the drop down menu. 
Change the Currencies in the Drop Down Menu:
1.
In the Expense List, tap an Expense item. 
2.Tap Details.
3.Tap the Currency drop down menu in the Receipt Details dialog 
box.
4.Tap Edit Currencies.
Note: You can specify up to five different currencies. 
5.
Tap OK to exit the “Select Currencies” dialog box.
6.Tap OK to exit. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 124
Sending Data to Microsoft® Word® or Excel®
Once you have entered expenses in the Expense application on your 
phone, the PalmTM Desktop software allows you view and print the data 
with your computer.
You must have 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 your phone package. The procedures in this section 
assume that you have installed Palm Desktop.
Creating and Printing an Expense Report
Your phone 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 the latest Expense data to 
your desktop computer.
2.Click the Expense icon in the Palm Desktop application to display 
the expense information.
3.Select the items that you would like to send to Microsoft Word or 
Excel.
4.Click Edit and select Send To. 
5.Select MS Word or Excel.
6.The information is displayed in the application. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 125
Expense Menus
There are menu commands that are specific to the Expense Report.
They are:

Record Menu

Options Menu
Each menu item contains items that configure or adjust how the 
Expense application is used.
Record Menu
The following options are available in the Record menu:

Delete Item - Deletes an expense item.

Purge - Deletes expense categories. To conserve memory, delete 
categories you no longer use.
Options Menu
The following options are available in the Options menu:

Preferences - The preferences allows you to configure the 
automatic fill and default currency features.

Custom Currencies - Define additional currencies.

About Expense - Displays the version information for the Expense 
application. 
						

							Section 2: Understanding Your Phone
2M: Memo Pad 126
Section 2M
Memo Pad
In This Section

Creating a New Memo

Reviewing/Editing Memos

Memo Pad Menus
ave you ever needed a pen and a piece of paper to take notes? Well now 
you have something better at your fingertips. Your phone gives you a 
fully functional memo pad to write down those quick notes to yourself. The 
“Memo Pad” is also compatible with common desktop applications like 
MS Word.
H 
						

							Section 2: Understanding Your Phone
2M: Memo Pad 127
Creating a New Memo
A single memo can contain up 4000 characters. The number of memos 
you can store on your phone is limited to the amount of available 
memory.
Create a New Memo
To open the Memo Pad application:
1.Tap the Applications Launcher icon  .
2.Tap the Memo Pad icon  .
3.Tap New.
Note: You can also begin a memo from the Memo screen by writing in the 
Graffiti area. A new memo is automatically created and saved upon 
exiting.
4.Enter the desired text in the memo using the Graffiti area or 
on-screen keyboard.
Note: The first line of text will become the subject of the memo when all saved memos are viewed.
5.Tap “Done.”
Choosing a Memo Category
Categories are used to file memos into different groups for easy review. 
You can assign and edit categories by using the Categories drop down list 
or the Details dialog box.