Page 104
Using Your Basic Applications
Note:
You need Microsoft Excel version 5.0 (or later) to view and
print your Expense data using one of the provided templates.
Microsoft Excel is
not
included with the Palm III organizer
package. The procedures in this section also assume that you
have installed Palm Desktop software. See “Connecting the
cradle” in Chapter 1 for more information.
Creating or printing an expense report
Palm Desktop software makes it quick and 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. Click Expense in Palm Desktop software to open Microsoft Excel
and the Expense Report configuration dialog box.
Note:
If you launch Expense from the Start menu instead of
Palm Desktop software, you must first choose your
organizer user name.
3. Click the expense category that you want.
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.
Click to select
Categories
Summary of Contents for III
Page 1: ...Handbook for the Palm III Organizer ...
Page 8: ...Page viii Handbook for the Palm III Organizer ...
Page 10: ...Page 2 About This Book ...
Page 44: ...Page 36 Entering Data in Your Palm III Organizer ...
Page 182: ...Page 174 Setting Preferences for Your Organizer ...
Page 188: ...Page 180 Maintaining Your Organizer ...
Page 200: ...Page 192 Frequently Asked Questions ...
Page 212: ...Page 204 Creating a Custom Expense Report ...
Page 222: ...Page 214 ...