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pdQ Applications Handbook
Entering Receipt Details
3.
Select any of the following options:
4.
Tap Lookup to display the names and companies of people in your
Address Book.
5.
Tap OK to activate your selections.
Customizing the Currency Pick List
You can select the currencies
a
nd symbols that appear in the Currency pick list.
To customize the Currency pick list:
1.
In the Receipt Details dialog, tap the Currency pick list.
Category
Select a category for this item. Two sample categories (New
York and Paris) are included to show how you might sort your
expenses by business trips. Choose Edit Categories from the
pick list to create new categories or change existing ones.
Type
Select the expense type.
Payment
Set the payment method. If the item is prepaid (such as airline
tickets supplied by your company), choose Prepaid to place the
expense correctly in the expense report. See “Transferring Your
Data to Microsoft Excel” on page 45.
Currency
Set the type of currency for this item.
To change the default currency, see “Options Menu” on page 48.
You can also display up to four other common types of currency.
See the next section, “Customizing the Currency Pick List.”
Vendor
and City
Record the name of the
v
endor associated with the expense and
the city where the expense was incurred. For example, a
business lunch might be at Rosie's Cafe (Vendor) in San
Francisco (City).
Attendees
Display the
A
ttendees screen, which resembles a memo in the
Memo Pad. Use this screen to list the people who attended the
event or to make any other notes about the expense.
Tap here.
Summary of Contents for pdQ
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Page 177: ...Appendix A Expense Reports 171 Appendixes Sample 3...