B-3
Creating a Custom Expense Report
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, make changes to the Maptable.xls file.
Note:
You can insert your own company logo without changing the
Maptable.xls file. However, if you change the file name, 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 SPT 1700 terminal data. For example, you can
change “Snack” to “Munchies” — then all items entered on your SPT 1700 terminal
as “Snack” maps to the cell(s) labeled “Munchies.”
4. Choose Save As from the File menu to open the Save As dialog.
5. Click the Save as type drop-down list and choose Template (*.xlt).
6. Navigate to the Templates folder (in the Symbol Palm Terminal Desktop directory).
Note:
If you do not need to change the Maptable.xls file, save the template
file with its original file name (e.g., Sample2.xlt).
If you
do
need to change the Maptable.xls file, give your modified template a unique
name. Be sure to use the.xlt file suffix, which defines the file as a Microsoft Excel
template.
7. Click the Save button to save your modified template and make it available for future
use.
Note:
If you need to modify the Maptable.xls file, you must do this before
you can use the modified template with your Expense data. To modify
the Maptable.xls file for your new template, see Programming the
Mapping Table on page B-6. Read all of the sections of this appendix
before making changes to the Maptable.xls file.
Summary of Contents for SPT 1700
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