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Creating a Custom Expense Report
the Excel macro how large the spreadsheet is and provides the data-
cell layout of the Excel template used for the Expense Report.
Customizing existing sample templates
Four sample Expense Report templates come with Palm Desktop
software for IBM WorkPad. These templates are stored in the
Template folder (which is in the same folder as the Palm Desktop
software for IBM WorkPad application).
If the layout of one (or more) of these templates is appropriate for your
reporting needs, you can easily customize the templates with your
company name and other information.
To customize a sample Expense Report template:
1. Make a backup copy of the contents of the Template folder.
2. Double-click the name of the sample template you want to modify
to open it in Microsoft Excel.
3. Make any changes that you want to the names (or other
information) in the sample template.
Important:
Do not
insert rows or columns in the sample template.
Doing so changes the way your Expense data maps to the
template and causes errors. If you want to move the cells
to a different location or add or delete rows or columns,
you have to make changes to the Maptable.xls file.
Note:
You can insert your own company logo without changing
the Maptable.xls file. If you change the file name,
however, you need to make a corresponding change in
the Maptable.xls file.
You can also rename cells without changing the
Maptable.xls file, provided that the expense type
corresponds to your PC companion data. For example,
Summary of Contents for WorkPad Workpad
Page 1: ...Handbookforthe WorkPadPCCompanion...
Page 2: ...Page ii Handbook for the WorkPad PC Companion...
Page 4: ...Page iv Handbook for the WorkPad PC Companion...
Page 12: ...Page 2 About This Book...
Page 38: ...Page 28 Introduction to Your PC Companion...
Page 64: ...Page 54 Managing Your Applications...
Page 72: ...Page 62 Using Expansion Features...
Page 174: ...Page 164 Communicating Using Your PC Companion...
Page 194: ...Page 184 Advanced HotSync Operations...
Page 226: ...Page 216 Maintaining Your PC Companion...
Page 280: ...Page 270 Warranty and Other Product Information...
Page 292: ...Page 282...