Sony Clie PEG-S320 Operating Instructions

							81Chapter2Using basic applications
Editing Expense items
Changing the display option
You can change display options of Expense items.
1On the Expense screen, tap Show.
The Show Options dialog box appears.
2Select the desired display mode option.
•Sort by: Tap the arrow V next to Sort by and then select Date or
Type to sort Expense items.
•Distance: Tap the arrow V and then select Miles or Kilometers so
that you can display Mileage entries in miles or kilometers.
•Show currency: Shows or hides the currency symbol in the
Expense list.
3Tap OK.
The Expense items are sorted according the display mode option you
selected.
 Managing expenses (Expense) 
						

							82Chapter2Using basic applications
Changing the date of an Expense item
The Expense item is initially displayed with the date when it is entered. If
you want to record a past payment date for an Expense item, you can
change the payment date of the item to the correct date.
1On the Expense screen, tap the Expense item whose date you
want to change.
The date is highlighted.
2Tap the date area of the selected Expense item.
The Date screen appears.
3Tap the desired date.
The date is changed.
 Managing expenses (Expense) 
						

							83Chapter2Using basic applications
Entering receipt details for an Expense item
You can add details to an Expense item in the Receipt Details screen.
1On the Expense screen, tap the Expense item to which you
want to assign details.
2Tap Details.
The Receipt Details dialog box appears.
3Change the Receipt Details settings
You can choose any of the following options:
•Category: Specify the category of the Expense item. The Expense
has two sample categories named “New York” and “Paris” which
may be used to sort Expense items by the destination of the
business trip. To rename an existing category or add a new
category, tap the arrow V and choose a category from the Edit
Categories drop-down list box.
•Type: Tap the arrow V and select an Expense type from the drop-
down list box.
•Payment: Tap the arrow V and select a payment method from the
drop-down list box.
•Currency: Tap the arrow V and select the currency in which you
made the payment. Expense can show a maximum of four
currencies. You can also change the currencies to be displayed.
•Vendor: Enter the name of the vendor associated with Expense.
•City: Enter the name of the payee (normally a company name) and
the name of the city where the company is located. For example,
you may specify “Rose Cafe” as the payee of a business lunch
charge and “Tokyo” as the location.
 Managing expenses (Expense)
Continued on next page 
						

							84Chapter2Using basic applications
•Attendees: Expense opens the Attendees screen which looks like a
memo screen of Memo Pad. In this screen, you can enter the names
of attendees and purposes of expenditures. To display the address
information in Address Book, tap Address Lookup.
4Tap OK.
Creating/printing an Expense report
By performing a HotSync® operation to transfer your latest Expense data to
your computer, the Palm™ Desktop for CLIE software makes it easy to view
your Expense data in a Microsoft Excel spreadsheet. You can also print the
Expense report from a printer connected to your computer.
1Perform a HotSync operation to transfer the Expense data
from your CLIE handheld to your computer.
2Click Expense in the Palm Desktop for CLIE software.
Microsoft Excel opens, and the Expense Report dialog box appears.
Note
If you launch Expense from the Start menu instead of the Palm Desktop for CLIE
software, you must first choose your handheld user name.
3Click the expense category that you want. If you want to
define an end date for the expense report, enter the date in
the End Date box.
Tips
• 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.
• If you do not specify an end date, all the expense entries for the selected
categories (up to the date of the last HotSync operation) appear.
 Managing expenses (Expense)
Continued on next page 
						

							85Chapter2Using basic applications
 Managing expenses (Expense)
4Click one of the following:
•Print: the expense report is displayed in the Print Preview window.
Click Print in the Microsoft Excel window to print your expense
report.
•Create: Your expense data is displayed 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 for CLIE software includes several expense report templates.
When you use one of these templates, you can edit your expense data in
Microsoft Excel.
To view your expense data using a Microsoft Excel template, click Options
after creating an expense report. Click the templates menu, then select an
expense template. Then, click OK.
Tip
The templates have the extention .xlt and are stored in the Template folder in the
“C:\Program Files\Sony Handheld” directory on your computer. To see what a
template looks like before you use it, open the template in Microsoft Excel.
Customizing the Currency list
You can change the currencies and symbols that appear for currencies to be
used in Expense.
To change the currency list
1On the Expense screen, tap the Expense item whose currency
type you want to change.
2Tap Details.
The Receipt Details dialog box appears.
Continued on next page 
						

							86Chapter2Using basic applications
3Tap the arrow V next to Currency and then tap Edit currencies
from the drop-down list.
The Select Currencies dialog box appears.
4Tap the arrow V for each Currency and then tap the country
whose currency you want to display in the Currency list.
5Tap OK to close the Select Currencies dialog box.
6Tap OK.
To change your default currency
You can change the currency displayed as the default in the Currency list.
1On the Expense screen, tap the Menu  icon.
The menu is displayed.
2Tap Options and then Preferences.
The Preferences dialog box appears.
3Tap the arrow V next to Default Currency and then tap the
currency symbol you want to appear in Expense.
4Tap OK.
 Managing expenses (Expense) 
						

							87Chapter2Using basic applications
To create a new currency symbol
If the currency you want to use is not included in the Currency list, you can
create your own custom country and currency symbol.
1On the Expense screen, tap the Menu  icon.
The menu is displayed.
2Tap Options and then Custom Currencies.
The Custom Currencies dialog box appears.
3Tap one of the four country boxes.
The Currency Properties dialog box appears.
4Enter the name of the country and a currency symbol, and then
tap OK.
Tips
•To use a newly defined currency symbol as a standard currency symbol, it is
necessary to select the target currency symbol in advance in the Preferences option.
•To use a currency symbol only for a specific Expense item, select the currency
symbol in the Receipt Details dialog box of that Expense item.
 Managing expenses (Expense) 
						

							88Chapter2Using basic applications
Using the Expense menus
This section explains the menu commands specific to Expense. For the Edit
menu, see “Using the Edit menu” on page 111.
Record menus
Delete ItemDeletes the current Expense item. The Delete Expense dialog box
appears.
Note
By default, the items that you delete will be saved onto the Palm
Desktop for CLIE software on your computer during the next HotSync
operation. To delete the items completely, deselect the check box
(
) for “Save archive copy on PC” in the Delete Expense dialog
box.
PurgeAllows you to delete any category that is no longer used from the
Expense category set. Run this command to save memory if you find
too many Expense items in your CLIE handheld.
Options menus
Preferences•Use 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.”
•Default Currency: Specifies the currency to be displayed as the
default currency.
Custom CurrenciesYou can create and add a new currency if you cannot find the currency
you want to use in Expense.
About ExpenseShows the version information for Expense.
  Managing expenses (Expense) 
						

							89Chapter2Using basic applications
 Using Calculator (Calc)
Calculating with Calculator
Calculator lets you perform general mathematical functions, such as
addition, subtraction, multiplication, division and square root.
1Do either of the following to start the Calculator:
•Tap the Calculator  icon.
•Rotate the Jog Dial™ navigator to select Calc and then press
the Jog Dial navigator.
•Tap the Calc 
 icon on the Application Launcher screen.
The Calculator screen appears.
2Perform calculations using Calculator.
To use Calculator, tap the numbers and symbol icons on the screen with
the stylus. 
						

							90Chapter2Using basic applications
Using the Calculator buttons
Calculator has several buttons to help you perform calculations.
CEClears the last number you entered. Use this button if you make a mistake while
entering a number in the middle of a calculation. This button enables you to re-enter the
number without starting the calculation over.
CClears the entire calculation and enables you to begin a new calculation.
+/–Toggles the current number between a negative and positive value. If you want to enter
a negative number, enter the number first and then press the +/– button.
M+Places the current number in memory. Each new number you enter with the M+ button
is added to the total stored in memory. The number that you add can be either a
calculated value or any number you enter by pressing the number buttons. Pressing this
button has no effect on the current calculation (or series of calculations); it merely
places the value into memory until it is recalled.
MRRecalls the stored value from memory and inserts it in the current calculation.
MCClears any value that is stored in the Calculator memory.
Calculates the square root of the entered number. Tap the button after entering the
number.
Using the Calculator menus
Copy, PasteCopies a number from Calculator and pastes it into another
application. Similarly, you can also paste numeric values you copied
from another application such as Expense into Calculator.
Recent CalculationsYou can review the last series of calculations.
About CalculatorShows the version information for Calculator.
 Using Calculator (Calc)