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page 112 PalmPilot Handbook
5. Click the Options button. The Expense Report Options dialog
appears, as shown in the following diagram:
enter name and other information
choose expense template
6. Enter name, department and other information as necessary
for your expense report.
7. Click the Templates menu, and click to choose an expense
template. Samples of the available expense templates appear
in Appendix B: Expense Templates.
Note: If you want to create your own custom expense template
and have it appear in the Templates menu, refer to Appendix
C: Creating a Custom Expense Report.
8. Click the OK button. You are returned to the Expense Report
Options dialog.
9. Click the Create button. Your expense data is opened in a
Microsoft Excel spreadsheet, and filled in the appropriate rows
and columns for the template you selected in step #7 as shown
in the following diagram:
- PalmPilot 1
- Handbook 1
- i i PalmPilot Handbook 2
- Contents 3
- 2 PalmPilot Handbook 4
- 4 PalmPilot Handbook 6
- The PalmPilot 6
- 6 PalmPilot Handbook 8
- 8 PalmPilot Handbook 10
- About the Backlight Feature 11
- Safety, Care, and Maintenance 11
- 10 PalmPilot Handbook 12
- Chapter 1: The PalmPilot 13
- 12 PalmPilot Handbook 14
- Working with the PalmPilot 15
- Connected Organizer 15
- 14 PalmPilot Handbook 16
- To set the current time: 17
- 16 PalmPilot Handbook 18
- To set the auto off delay: 19
- 18 PalmPilot Handbook 20
- To set the country default: 21
- Numbers format: 21
- 20 PalmPilot Handbook 22
- Owner Preferences 23
- 22 PalmPilot Handbook 24
- Buttons Preferences 25
- 24 PalmPilot Handbook 26
- HotSync Buttons Preferences 27
- 26 PalmPilot Handbook 28
- To start an application: 29
- 28 PalmPilot Handbook 30
- Writing Letters with Graffiti 31
- 30 PalmPilot Handbook 32
- Graffiti Tips 33
- 32 PalmPilot Handbook 34
- Writing Numbers with Graffiti 35
- 34 PalmPilot Handbook 36
- Connected Organizer page 35 37
- 36 PalmPilot Handbook 38
- Using the On-Screen Keyboard 39
- 38 PalmPilot Handbook 40
- 40 PalmPilot Handbook 42
- Edit menu: 43
- 42 PalmPilot Handbook 44
- Using Categories 45
- 44 PalmPilot Handbook 46
- Tap here 46
- Defining a New Category 47
- 46 PalmPilot Handbook 48
- Attaching a Note to a Record 49
- 48 PalmPilot Handbook 50
- Note attached 50
- To mark a record as Private: 51
- Date Book 53
- 52 PalmPilot Handbook 54
- Date Book button 54
- Start Time and Duration 55
- 54 PalmPilot Handbook 56
- No time lines 57
- New Untimed Event 57
- 56 PalmPilot Handbook 58
- Next week 58
- Previous week 58
- Day view 59
- Month view 59
- Week view 59
- To activate the Week view: 60
- Chapter 7: Expense page 59 61
- 60 PalmPilot Handbook 62
- Week view Day view 62
- Month View 63
- 62 PalmPilot Handbook 64
- To change the Date setting: 65
- To set an Alarm for an event: 65
- 64 PalmPilot Handbook 66
- Chapter 7: Expense page 65 67
- 66 PalmPilot Handbook 68
- Options Menu 69
- 68 PalmPilot Handbook 70
- Deleting an Event 71
- 70 PalmPilot Handbook 72
- Address Book 72
- Address Book button 72
- Last Name 73
- 72 PalmPilot Handbook 74
- To edit an Address Book Entry 75
- 74 PalmPilot Handbook 76
- Address Categories 77
- 76 PalmPilot Handbook 78
- Chapter 7: Expense page 77 79
- 78 PalmPilot Handbook 80
- 80 PalmPilot Handbook 82
- To Do List 83
- 82 PalmPilot Handbook 84
- To Do List button 84
- To Do Item 84
- Setting Priority 85
- Checking Off a To Do Item 85
- 84 PalmPilot Handbook 86
- Choosing a To Do Category 87
- Setting a Due Date 87
- 86 PalmPilot Handbook 88
- To Do List Menu Commands 89
- 88 PalmPilot Handbook 90
- Deleting a To Do Item 91
- 90 PalmPilot Handbook 92
- Memo Pad 92
- Memo Pad button 92
- To create a new memo: 93
- 92 PalmPilot Handbook 94
- Tap any memo to 94
- Tap the Font button 94
- Arranging Memos 95
- 94 PalmPilot Handbook 96
- Memo Pad Menu Commands 97
- 96 PalmPilot Handbook 98
- Chapter 7: Expense page 97 99
- 98 PalmPilot Handbook 100
- PalmPilot: 101
- 100 PalmPilot Handbook 102
- To create an expense item: 103
- 102 PalmPilot Handbook 104
- Receipt Details 105
- 104 PalmPilot Handbook 106
- Vendor and City 107
- Attendees 107
- 106 PalmPilot Handbook 108
- Expense Menu Commands 109
- 108 PalmPilot Handbook 110
- Chapter 7: Expense page 109 111
- Country button 111
- 110 PalmPilot Handbook 112
- Chapter 7: Expense page 111 113
- Click to select Categories 113
- 112 PalmPilot Handbook 114
- Expense Templates 115
- 114 PalmPilot Handbook 116
- Chapter 7: Expense page 115 117
- Additional Features 119
- 118 PalmPilot Handbook 120
- Phone Lookup Tips 121
- 120 PalmPilot Handbook 122
- Clear and Clear Entry 123
- Negative/Positive Numbers 123
- Memory Store 123
- 122 PalmPilot Handbook 124
- Memory Application 125
- 124 PalmPilot Handbook 126
- To assign a password: 127
- 126 PalmPilot Handbook 128
- Forgotten Password 129
- 128 PalmPilot Handbook 130
- Graffiti 131
- ShortCuts 131
- 130 PalmPilot Handbook 132
- To create a ShortCut: 133
- 132 PalmPilot Handbook 134
- To use menu commands: 135
- 134 PalmPilot Handbook 136
- Installing PalmPilot 137
- Desktop Software 137
- 136 PalmPilot Handbook 138
- Installation Preparation 139
- 138 PalmPilot Handbook 140
- Desktop Software page 139 141
- Technology 143
- 142 PalmPilot Handbook 144
- Serial port 145
- 144 PalmPilot Handbook 146
- To set the HotSync Options: 147
- 146 PalmPilot Handbook 148
- 148 PalmPilot Handbook 150
- 150 PalmPilot Handbook 152
- 152 PalmPilot Handbook 154
- 154 PalmPilot Handbook 156
- Connected Organizer 157
- 156 PalmPilot Handbook 158
- Reference 159
- 158 PalmPilot Handbook 160
- Appendixes page 159 161
- 160 PalmPilot Handbook 162
- Memo Pad application: 163
- Date Book application: 163
- 162 PalmPilot Handbook 164
- To perform a hard reset: 165
- 164 PalmPilot Handbook 166
- 166 PalmPilot Handbook 168
- Appendix B: Expense Templates 169
- 168 PalmPilot Handbook 170
- Sample 3 171
- 170 PalmPilot Handbook 172
- About Mapping Tables 173
- 172 PalmPilot Handbook 174
- Appendixes page 173 175
- 174 PalmPilot Handbook 176
- Appendixes page 175 177
- 176 PalmPilot Handbook 178
- Appendixes page 177 179
- 178 PalmPilot Handbook 180
- Appendixes page 179 181
- 180 PalmPilot Handbook 182
- Expense File Details 183
- 182 PalmPilot Handbook 184
- Appendixes page 183 185
- 184 PalmPilot Handbook 186
- Appendixes page 185 187
- 186 PalmPilot Handbook 188
- Appendixes page 187 189
- 188 PalmPilot Handbook 190
- FCC Statement 191
- 190 PalmPilot Handbook 192
- Index page 191 193
- 192 PalmPilot Handbook 194
- Index page 193 195
- 194 PalmPilot Handbook 196
- Index page 195 197
- 196 PalmPilot Handbook 198
- Index page 197 199
- 198 PalmPilot Handbook 200
- Index page 199 201
- 200 PalmPilot Handbook 202
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