User manual PALM TREO 90

[. . . ] TreoTM 90 Handheld User Guide Windows Edition Copyright Copyright 2002 Handspring, Inc. Handspring, Treo, and the Treo logo are trademarks of Handspring, Inc. and may be registered in some jurisdictions. Blazer and the Handspring logo are trademarks of Handspring Inc. , are registered trademarks in the U. S. A. , and may be registered in other jurisdictions. [. . . ] The procedures in this section also assume that you have installed Palm Desktop software as described on page 24. Creating or printing an expense report It is 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 your latest Expense data to your computer. 2. Do one of the following: s Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box. From the Windows Start menu, click Programs, Palm Desktop, Expense Reports, and then choose your user name. s 3. Click the expense category that you want. Click to select Categories Tip: 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. 4. If you want to define an end date for the expense report, enter the date in the End Date box. Note: If you do not specify an end date, all expense entries for the selected categories appear -- up to the date of the last HotSync operation. 5. Do one of the following: s Click Print to display the expense report in the Print Preview window, and then click Print in the Microsoft Excel window to print your expense report. Click Create to display a Microsoft Excel spreadsheet containing your expense data. Your data appears in Microsoft Excel spreadsheet form. You can enter information, make formatting changes, and save and print the file in the normal manner. s Page 132 Application-Specific Tasks Using expense report templates Palm Desktop software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel. The templates have the extension . xlt and are stored in the template folder in the Palm Desktop software directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel. For example, the template Sample2. xlt looks like this: If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates. Chapter 6 Page 133 To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. Enter name and other information Choose expense template 3. Enter name, department, and other information as necessary for your expense report. Click the Templates menu; then select an expense template. [. . . ] See Finding Lost handheld, contact for 104 Lost records 221 Lotus 1-2-3, for expense reports 232 cc:Mail 173 Organizer, importing data from 34 M Mail address lookup 177178 attachments 187 BCC (blind carbon copy) 178, 180 changing setup 174 closing 175 confirm delivery 178, 181 confirm read 178, 181 creating 176177 deleting e-mail 184 desktop configuration 173174 draft e-mail 182 editing unsent e-mail 181 filing e-mail 183 filtering options 186190 folders 185 HotSync options 173174 menus 191 opening 174 overview 172 priority of delivery 178, 179 purging deleted e-mail 184 recovering deleted 184 replying to e-mail 177 sending 181 showing dates 185 signature 178, 180181 sorting 186 synchronizing 174 truncating 190 viewing e-mail 175 Main applications 37 Maintenance information 213 Meetings. See Date Book Plus Memo Pad adding Contacts data to records 6970 archive files (. mpa) 34 categorizing records 65 creating records 61, 114 deleting records 63 dragging memos into other applications 57 fonts 76 menus 115 opening 57 overview 57 private records 73 reviewing memos 114 sorting records 72, 221 See also Notes Memory for beaming 223 Calculator 118 regaining 64 Memos. See Memo Pad Menus 2930, 218 Blazer 200 choosing 29 Page 250 Index command equivalents (keyboard) 30 Contacts 106 Date Book Plus 96 Edit menu 6263 Expense 134 Mail 191 Memo Pad 115, 117, 127 menu bar 19, 29 Network Preferences 152 Palm SMS 209 To Do List 112 Messages receiving 205 text 204 Microsoft Excel, transferring Expense data to 132134 Outlook 173 Outlook, connecting to 223 Windows 95, 98 160 Mobile phone connecting to 194 using handheld with 193211 Modem HotSync operations via 164167 Monday, to start week 141 Month (Date Book Plus view) 91 Moving Date Book Plus events 84 the cursor 29 MPA (Memo Pad archive file) 34 Multi-day events. See Expansion Card Notes attaching to records 75 See also Memo Pad Numbers decimal point and thousands separator 141 entering 28 onscreen keyboard 33 O One-Touch Mail 211 1-2-3, for expense reports 232 Onscreen keyboard 33, 63 Opening applications 37 Calculator 59, 118 CityTime 58 Contacts 55 Date Book Plus 54 Expense 60 Mail 174 Memo Pad 57 To Do List 56 Organizer (Lotus PIM) 34 Outbox 181, 185 Outlook 173 Outlook, connecting to 223 Overlapping events 93 Overview handheld 11 Owner preferences 153 N Network connecting 147 connection type 148 idle timeout 149 login scripts 150 password 144 phone settings 145 preferences 142153 primary DNS 149 secondary DNS 149 selecting service 142 user name 143 Network HotSync operation 168 P Palm Desktop software. [. . . ]