Chapter4 Page109
Note: You need Microsoft Excel version 5.0 (or later) to view and
printyour Expense data u singo ne of the provided templates.
MicrosoftExcel is not included with the TRGpro handheld
computerpackage. The procedures in this section also assume
that you have installed Palm Desktop software. See
“Connecting the cradle” in Chapter 1 for more information.
Creating or printing an expense report
Palm Desktop software makes it quick and easy to view and print
your Expense data in a Microsoft Excel spreadsheet.
Tocreate or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data
toyo ur personal computer.
2. Click Expense in Palm Desktop software to op enM icrosoft Excel
and the Expense Report configuration dialog box.
Note: If you launch Expense from the Start menu instead of
Palm Desktop software, you must first choose your
handheld computer user name.
3. Click the expense category that you want.
Tip: You can press Ctrl+click to select multiple categories. To
printthe expensesassociated withall of yourExpense
categories,select Alli n 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: Ifyou do not specify an end date, all expense entries for
theselected categories appear — up to the da te of the last
HotSync operation.
Clickto s elect
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