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Appendix C Page 251

Appendix C

Creating a Custom

Expense Report

This section explains how to modify existing Expense application

templates and how to create your own custom expense report

templates for use with the Expense application.

Note:

This section assumes that you are familiar with Microsoft

Excel or a similar spreadsheet application. If you are not

familiar with Microsoft Excel, consult your company’s

Information Services department or another experienced user.

About mapping tables

Before creating or modifying an Expense template, it’s important to

understand the function of the Palm™ Desktop software Expense

application. In simple terms, the Expense application moves Expense

data from your handheld into a Microsoft Excel spreadsheet.

Each Expense item stored in your handheld represents a group of

related data. You can link the following data to an expense item:

■

Category

■

Payment Currency

■

Date

■

Vendor

■

Expense Type

■

City

■

Amount

■

Attendees

■

Payment Method

■

Note

When you perform a HotSync

operation between your handheld and

Palm Desktop software on your computer, the Expense data is stored

on your computer (in a file named Expense.txt). When you open the

Expense application in Palm Desktop software, an Excel macro starts,

and populates an expense template with your data based on the rules

specified in a spreadsheet file named Maptable.xls.

The Maptable.xls file is an editable spreadsheet that functions as a

“mapping table.” The function of the mapping table is to guide the

Excel macro in extracting the Expense data. The mapping table tells

the Excel macro how large the spreadsheet is and provides the data-

cell layout of the Excel template used for the Expense Report.

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