Sony Peg N760c Clie Handheld Instructions Manual

							Chapter2Using basic applications81
 Managing expenses (Expense)
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.
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							Chapter2Using basic applications82
 Managing expenses (Expense)
•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 CLIÉ 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 CLIÉ handheld to your computer.
2Click Expense in the Palm Desktop for CLIÉ 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 CLIÉ
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.
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							Chapter2Using basic applications83
 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 CLIÉ 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 extension .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.
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							Chapter2Using basic applications84
 Managing expenses (Expense)
3
Tap 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. 
						

							Chapter2Using basic applications85
 Managing expenses (Expense)
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. 
						

							Chapter2Using basic applications86
 Managing expenses (Expense)
Using the Expense menus
This section explains the menu commands specific to Expense. For the Edit
menu, see “Using the Edit menu” on page 108.
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 in
Palm Desktop for CLIÉ software on your computer at 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
CLIÉ 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. 
						

							Chapter2Using basic applications87
 Using Calculator (Calc)
Calculating with Calculator
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. 
						

							Chapter2Using basic applications88
 Using Calculator (Calc)
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. 
						

							Chapter2Using basic applications89
Performing common tasks
This section explains how to perform tasks that you can do in most or all of
the basic applications.
Using the Application Launcher
This section explains how to switch between applications, how to change
application settings so they are customized to your work methods, and how
to categorize applications so you view them in related groups.
1To open the Application Launcher screen, tap the Home 
icon.
Tip
In addition to providing a way for you to open applications, the Application Launcher
screen displays the current time, battery level, and application category.
Selecting applications
To open an application, choose from the following options:
•Tap the icon of the application you want to open. If you have many
applications installed on your CLIÉ handheld, tap the scroll bar to see all
the available applications.
•Rotate the Jog Dial
™ navigator to select the application. Push the Jog Dial
navigator to launch the selected application.
•Press an application button  
, , , or  on the front panel to
display the selected application immediately. 
						

							Chapter2Using basic applications90
Performing common tasks
To open applications in the Memory Stick media
To open an application in the Memory Stick media from the Application
Launcher screen, tap the arrow V in the upper-right corner of the
Application Launcher screen and select Card (or a category with the Card 
icon). Then, tap the icon of the application you want to open.
The Card 
 icon is displayed only when a Memory Stick media is inserted
in the CLIÉ handheld.
Note
There are some restrictions when opening an application copied (not installed using
MS Gate) onto the CLIÉ handheld from the Memory Stick media. For details, see page
163.
Categorizing applications
The category feature enables you to manage the number of application icons
that appear in the Application Launcher screen. You can assign an application
to a category and then display a single category or all your applications.
To categorize an application
1Tap the Home  icon.
2Tap the Menu  icon.
3Tap Category from the App menu.
The Category screen appears.
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