Palm IIIxe, Handbook

Page: 118 / 247

Page 118 Chapter 4
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data
to your computer.
2. From the Windows Taskbar, choose Start, Programs, Franklin
Covey, Palm Connected Organizer, Expense Report to open
Microsoft Excel and the Expense Report configuration dialog box.
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.
5. Do one of the following:
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 contain-
ing 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.
Click to select
Categories