Pcs Phone Samsung I330 User Guide

							Section 2: Understanding Your Phone
2L: Expense Manager 117
Expense List Display Options
You can change the display of expenses, including their sort order, the 
mileage unit, and the currency symbol, using the Show Options dialog 
box.
1.In the Expense List, tap the Show button to display the Show 
Options
 dialog box.
2.To change how expense items are sorted, tap the Sort By drop down 
menu. 
3.Tap Date or Ty p e to sort the expense items by the corresponding 
option.
4.To change the display of mileage entries, tap Distance, and then tap 
Miles or Kilometers to display the corresponding unit. 
5.To hide the currency symbol, tap the Show Currency check box to 
clear it.
6.Tap OK. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 118
Changing Currency and Symbol Display
You can change the available currency display in the Currency drop 
down menu. You can also change the default currency that appears 
when you create a new expense item.
If the desired currency is not in the list of countries, you can create your 
own custom currency symbol and add it to the drop down menu. 
Change the Currencies in the Drop Down Menu:
1.
In the Expense List, tap an Expense item. 
2.Tap Details.
3.Tap the Currency drop down menu in the Receipt Details dialog 
box.
4.Tap Edit Currencies.
Note: You can specify up to five different currencies. 
5.
Tap OK to exit the “Select Currencies” dialog box.
6.Tap OK to exit. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 119
Importing Data into Microsoft Excel
Once you have entered expenses in the Expense application on your 
phone, the Palm Desktop software allows you view and print the data 
with your computer.
You must have Microsoft
® Excel version 5.0 or later to view and print 
your Expense data using one of the provided templates. Microsoft Excel is 
not included with your phone package. The procedures in this section 
assume that you have installed Palm Desktop.
Creating and Printing an Expense Report
Your phone makes it quick and easy to view and print your Expense data 
in a Microsoft Excel spreadsheet. 
To create or print an expense report:
1.Perform a HotSync operation to transfer the latest Expense data to 
your desktop computer. 
2.Click the Expense application in the Palm Desktop application to 
open Microsoft Excel and the Expense Report configuration dialog 
box.
Note: If you launch the Expense application from the Start menu instead of the Palm Desktop application, you must first choose your user name.
3.Select the expense category using one of the following techniques:

Click an expense category. 

To select multiple categories, press and hold the “CTRL” key on your 
desktop computer keyboard while selecting categories with your 
mouse. 

Select All in the Categories group to print the expenses associated 
with all of your Expense categories. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 120
4.Specify a time period to print:

Enter a date in the “End Date” field to define an end date for the 
expense report.

If no date is entered in the End Date field, all expense entries for the 
selected categories is displayed. (up to the date of the last HotSync 
operation.)
5.To print or display the expense information, choose one of the 
following options:

Click “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 “Create” to display a Microsoft Excel spreadsheet containing 
your expense data. Your data is displayed in Microsoft Excel 
spreadsheet. You can enter information, make formatting changes, 
save, and print the file. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 121
Using Expense Report Templates
The Palm Desktop application includes several expense report templates. 
When you use a template, you can edit your expense information in 
Microsoft Excel. Excel templates have the “.xlt” extension and are stored 
in the template folder in the Palm Desktop software directory. 
To preview a template before using, open the template file in Excel. For 
example, the template sample1.xlt is displayed below: 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 122
Viewing Expense Data using Excel
1.
Display your expense data in a Microsoft Excel spreadsheet as 
described in the previous procedure.
2.Click Options.
3.Enter the name, department, and other information as desired for 
your expense report.
4.Click the Templates menu; then select an expense template. 
5.Click OK. 
						

							Section 2: Understanding Your Phone
2L: Expense Manager 123
Expense Menus
There are menu commands that are specific to the Expense Report.
They are:

Record Menu

Options Menu
Each menu item contains items that configure or adjust how the 
Expense application is used.
Record Menu
The following options are available in the Record menu:

Delete Item - Deletes an expense item.

Purge - Deletes expense categories. Delete categories you no longer 
use to conserve memory.
Options Menu
The following options are available in the Options menu:

Preferences - The preferences allows you to configure the 
automatic fill and default currency features.

Custom Currencies - Define additional currencies.

About Expense - Displays the version information for the Expense 
application. 
						

							Section 2: Understanding Your Phone
2M: Memo Pad 124
Section 2M
Memo Pad
In This Section

Creating a New Memo

Reviewing/Editing Memos

Memo Pad Menus
ave you ever needed a pen and a piece of paper to take notes? Well now 
you have something better at your fingertips. Your phone gives you a 
fully functional memo pad to write down those quick notes to yourself. The 
“Memo Pad” is also compatible with common desktop applications like MS 
Word.
H 
						

							Section 2: Understanding Your Phone
2M: Memo Pad 125
Creating a New Memo
A single memo can contain up 4000 characters. The number of memos 
you can store on your phone is limited to the amount of available 
memory.
Create a New Memo
1.
To open the Memo Pad application, choose one of the following:

Press the Memo Pad button   located on the front of your phone.
Or:

Tap the Applications Launcher icon  , then tap the Memo Pad 
icon .
2.Tap New.
Note: You can also begin a memo from the Memo screen by writing in the 
Graffiti area. A new memo is automatically created and saved upon 
exiting.
3.Enter the desired text in the memo using the Graffiti area or 
onscreen keyboard.
Note: The first line of text will become the subject of the memo when all saved memos are viewed.
4.Tap “Done”. 
						

							Section 2: Understanding Your Phone
2M: Memo Pad 126
Choosing a Memo Category
Categories are used to file memos into different groups for easy review. 
You can assign and edit categories by using the Categories drop down list 
or the Details dialog box.
Making a Memo Private
You can designate a memo to be “Private”. When the security features 
are enabled, the memo is hidden or masked and not displayed on the list 
of memos. To display the memo, a password is required.
Making a Memo Private
1.
Tap the desired memo on the memo screen.
2.Tap the Details button to open the Memo Details dialog box.
3.Tap the Private check box.
4.Tap OK to exit.