IBM WorkPad Workpad, Руководство пользователя

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Appendix C Page 237
Appendix C
Creating a Custom
Expense Report
This appendix explains how to modify existing Expense application
templates and how to create your own custom expense report
templates for use with the Expense application.
Note:
This appendix assumes that you are familiar with Microsoft
Excel or a similar spreadsheet application. If you are not
familiar with Microsoft Excel, consult your company’s
Information Services department or another experienced user.
About mapping tables
Before creating or modifying an Expense template, it’s important to
understand the function of the Palm
™ Desktop software for IBM
WorkPad Expense application. In simple terms, the Expense
application is designed to move Expense data from your PC
companion into a Microsoft Excel spreadsheet. Each Expense item
stored in your PC companion represents a group of related data. You
can associate the following data with an expense item:
■
Category
■
Payment Currency
■
Date
■
Vendor
■
Expense Type
■
City
■
Amount
■
Attendees
■
Payment Method
■
Note
When you perform a HotSync
®
operation between your PC
companion and Palm Desktop software for IBM WorkPad on your
computer, the Expense data is stored on your computer (in a file
named Expense.txt). When you open the Expense application in Palm
Desktop software for IBM WorkPad, an Excel macro starts, and
populates an expense template with your data based on the rules
specified in a spreadsheet file named Maptable.xls.
The Maptable.xls file is an editable spreadsheet that functions as a
“mapping table.” The function of the mapping table is to guide the
Excel macro in extracting the Expense data. The mapping table tells