Using the Microsoft Office and Other Companion Programs
5-4
Clio User Manual
Pocket Excel: Creating Workbooks
You can use Pocket Excel to create workbooks, such as expense
reports and mileage logs. You can also use Pocket Excel to open
and edit workbooks created in the desktop version of Excel.
When you are ready to save a workbook you created or edited,
you can save it in a variety of formats, including Pocket Excel
(
.pxl
) and Excel (
.xls
). If you plan to send the document
through e-mail to someone who will be using Excel, not Pocket
Excel, be sure to save it in the Excel (
.xls
) format.
Pocket Excel provides fundamental spreadsheet tools, such as
formulas, functions, sorting, and filtering. You can split panes to
easily view different areas of a large worksheet. You can also
“freeze” the top and leftmost panes in a worksheet to keep row
and column labels or other data visible as you scroll through a
sheet.
FIGURE 5-2
Pocket Excel: Expense Report Template
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