3Com TRGpro manual Creating or printing an expense report, To create or print an expense report

Note: You need 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 the TRGpro handheld computer package. 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.

To create or print an expense report:

1.Perform a HotSync operation to transfer your latest Expense data to your personal computer.

2.Click Expense in Palm Desktop software to open Microsoft 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.

Click to select

Categories

Tip: 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.

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