Pcs Phone Handspring Treo 300 User Guide

							Section 6
Application-Specific Tasks 183
Application 
Ta s k s
6
also assume that you have installed Palm Desktop software as described on page 21.
Creating or printing an expense report
It is easy to view and print your Expense data in a Microsoft Excel 
spreadsheet.  
						

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184 Application-Specific Tasks
To create or print an expense report:
1.
Perform a HotSync operation to transfer your latest Expense data to 
your computer. 
2.Do one of the following:
nClick Expense in Palm Desktop software to open Microsoft Excel and 
the Expense Report configuration dialog box. 
nFrom the Windows Start menu, click Programs, Palm Desktop, 
Expense Reports, and then choose your user name.
3.Click the expense category that you want. 
Ti p :  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:
nClick 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 to select 
Categories 
						

							Section 6
Application-Specific Tasks 185
Application 
Ta s k s
6
nClick Create to display a Microsoft Excel spreadsheet containing 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.
Using expense report templates
Palm Desktop software includes several expense report templates. When 
you use one of these templates, you can edit your expense data in 
Microsoft Excel. 
The templates have the extension .xlt and are stored in the template 
folder in the Palm Desktop software directory on your computer. To see 
what a template looks like before you use it, open the template in 
Microsoft Excel. For example, the template Sample2.xlt looks like this: 
						

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186 Application-Specific Tasks
If you want to streamline or customize your expense reports, you can 
change these templates. For example, you can add your company name 
to a template. 
To view your expense data using a Microsoft Excel template:
1.
Display your expense data in a Microsoft Excel spreadsheet as 
described in the previous procedure.
2.Click Options.
3.Enter name, department, and other information as necessary for 
your expense report.
4.Click the Templates menu; then select an expense template.
5.Click OK.
Expense menus
Expense menus are shown here for your reference, and Expense features 
that are not explained elsewhere in this guide are described here.
See page 28 for information about choosing menu commands.
Record menu
Choose expense 
template
Enter name and 
other information 
						

							Section 6
Application-Specific Tasks 187
Application 
Ta s k s
6
Options menu
Preferences
©Use automatic fill. Lets you select an expense type by 
entering the first letter of an expense type. For example, if 
you enter the letter “T,” it enters the “Taxi” expense type. 
Entering “T” and then “E” enters “Telephone” which is 
the first expense type beginning with the letters “TE.” 
©Default currency. Sets the default currency symbol for 
Expense. 
About ExpenseShows version information for Expense. 
						

							Section 6
188 Application-Specific Tasks 
						

							Section 7
Setting Preferences for Your Phone 189
Setting 
Preferences
7
7
Setting Preferences for 
Your Phone
he Preferences screens enable you to customize the configuration 
options on your PCS Phone Handspring
® Treo™ 300.
In the Preferences screens, you can do the following:
ButtonsAssign different applications to many of the buttons and icons on 
your phone and the HotSync® cable.
ConnectionConfigure your phone for use with a HotSync cable, for infrared 
communication, or for wireless data communication.
DigitizerCalibrate the screen on your phone.
FormatsSet the country default and the formats for dates, times, calendar, 
and numbers.
GeneralSet the current date and time, the auto shut-off interval, the Beam 
Receive feature, and the system, alarm, and game sounds.
NetworkConfigure your phone for use with a high-speed wireless data 
network.
OwnerAssign your name, phone number, and other owner information to 
your phone.
RingerSet the ringer volume level and vibrate settings and set unique ring 
tones for different types of calls.
ShortCutsDefine a list of abbreviations.
T 
						

							Section 7
190 Setting Preferences for Your Phone
Viewing Preferences
To open the Preferences screens:
1.
Press Option   and then press Menu   to access the 
Applications Launcher. 
2.Tap the Preferences icon  . 
3.Tap the pick list in the upper-right corner of the screen.
4.Select the Preferences screen you want to view.
Buttons Preferences
The Buttons Preferences screen enables you to associate different 
applications with the application buttons on the front of your phone and 
the HotSync button on the cable. For example, if you find that you 
seldom use Memo Pad and often use SMS, you can assign the button to 
start SMS. Any changes you make in the Buttons Preferences screen 
become effective immediately; you do not have to change to a different 
screen or application. If you assign a different application to a button, 
you can still access the original application using the Applications 
Launcher. 
To change the Buttons Preferences:
1.
Tap the pick list next to the button or icon you want to re-assign. 
 
2.Tap the application that you want to assign to the button.
Ti p :  To restore all of the buttons to their factory settings, tap Default.
Tap arrow to 
show pick list 
						

							Section 7
Setting Preferences for Your Phone 191
Setting 
Preferences
7
HotSync Buttons Preferences
The HotSync Buttons Preferences screen also enables you to associate a 
different application with the button on the HotSync cable. Any changes 
that you make in the HotSync Buttons dialog box become effective 
immediately; you do not have to change to a different screen or 
application.
To change the HotSync Buttons Preferences:
1.
From the Buttons Preferences screen, tap HotSync. 
2.Tap the pick list.
3.Tap the application that you want to assign to the button. 
The default setting for the button is the HotSync setting, which 
means the cable performs its normal HotSync functions.
4.Hold Option   and press Return   to finish.
Connection Preferences
The Connection Preferences screen lets you create configurations for 
communicating with other hardware devices: PC, Modem, or Infrared. 
Configurations, or profiles, once activated are available to applications 
on your phone. The Connection Preferences screen displays a list of 
available configurations that you can select as needed. This list will vary 
depending on the software you have added to your phone. You can also 
define a custom Connection configuration to meet your specific needs.
Tap arrow to 
show pick list 
						

							Section 7
192 Setting Preferences for Your Phone
Predefined configurations
Your phone comes with the following predefined Connection 
configurations:
Connection Methods
There are several types of device connections you can choose when 
configuring Preferences:
Wireless 
ModemEnables you to connect your phone to the PCS network using the built-
in wireless modem.
Standard 
ModemEnables you to connect your phone with a modem on your computer or 
laptop.
Direct 
USB/
SerialEnables you to connect your phone directly to your computer or laptop 
with the HotSync cable. When you choose this option, your phone detects 
whether the HotSync cable uses a USB or serial connector.
IR to a PC/
HandheldEnables you to connect the IR port on your phone with the infrared device 
on your computer or laptop.
Serial 
to PCDefines the direct serial connection between your phone and your desktop 
computer. It is used to perform a local HotSync operation when your phone 
is connected by its serial connector to the cable. The cable is attached to a 
serial (COM) port on your desktop computer.
Serial to 
ModemDefines a connection between a modem attached to the serial connector of 
your phone and a modem that is part of your computer or laptop.
Auto 
Detect to 
PCDefines a dynamic serial connection between your phone and your desktop 
computer. Use this connection type with third-party applications that need 
to reconfigure the serial port when communicating with a computer.