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Handspring 300 manual Creating or printing an expense report, Application-Specific Tasks 183

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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.

Application Tasks

Section 6

Application-Specific Tasks

183

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Image 191

Handspring 300 manual Creating or printing an expense report, Application-Specific Tasks 183

Contents

Online User’s Guide Software download available Warranty and License AgreementCopyright Disclaimer and limitation of liabilityContents Applications Overview Application-Specific Tasks Setting Preferences for Your Phone Advanced HotSync Operations Troubleshooting Tips Introduction to Your PCS Phone Handspring Treo 300 Introduction to Your PCS Phone Handspring TreoMinimum requirements What is a PCS Treo 300?Sold separately MB RAM memory System requirementsTo upgrade Upgrade informationEach device must have a unique name Option key Microphone Scroll buttons Rocker switch ContrastPCS Treo 300 components Locating front panel controls SpeakerSpeaker Functions as the earpiece on your PCS Treo Antenna Stylus LED Power button IR port Ringer switchLocating top panel controls Double-blink red Locating back panel components Green = Fully chargedPlug the travel charger into a wall outlet Charging the batteryTo charge the battery with the travel charger Turning your PCS Treo 300 on and off Press the power button twice in quick successionPress Space to finish Adjusting the displayTo adjust the display Press Option Type the letter QUsing the stylus to get things done Menu bar Command buttons Pick list Check boxElements of the phone interface Moving around the screen Scroll barDisplaying online tips Customizing your phoneTap an item with the stylus To move around the screen do one of the followingTo automatically set the current date and time Tap the Preferences category you want to viewHold Option and press Return to finish To open the Preferences screensTap here Tap the up or down arrows to change the hourTap AM or PM Hold Option and press Return to finish Tap the Set Date boxTo use the headset Using the headsetPlace the speaker in your ear To connect the HotSync cable Connecting the HotSync cableSerial cable and port Using desktop softwareConnect the HotSync cable. See page 19 for instructions Using your phone with Palm Desktop softwareTo install Palm Desktop software Print data from your desktop software on any printerWindows Start menu Using your phone with Microsoft OutlookTo install Palm Mail Select Mail Setup under Programs/Handspring or Palm onEntering Data in Your Phone Entering Data in Your PhoneType the letter you want to capitalize Using the PCS Treo 300 keyboardPress Shift Press Option Press Backspace to cancel itPress the key where the number or symbol appears in blue Press Shift twiceTo enter extended characters Typing accented charactersTo enter accented characters Typing extended characters~ † ‡ Navigation keystrokes Using menusTo use the menu bar Keyboard shortcut menu commandsYour phone includes the following predefined ShortCuts Using text ShortCutsUsing the onscreen keyboard Importing data Using your computer keyboardTo import data Entering Data in Your Phone Managing Your Applications Managing Your ApplicationsTo open an application Using the Applications LauncherOpening applications To categorize an application Switching between applicationsCategorizing applications Under Options, select Preferences/R To display applications by categoryChanging the Applications Launcher display To change the Applications Launcher displayOpen an application Press Menu Installing and removing applicationsInstalling add-on applications Choosing preferencesDouble-click the Palm Desktop icon on your desktop To install add-on software on your phoneClick Install Click Open To remove an add-on application Click DoneHold Option and press Return twice to finish Removing applicationsRemoving Palm Desktop software Click Yes to uninstall the softwarePalm and then Uninstall SecuritySecurity, you can do the following Assigning a passwordTo assign a password To change or delete your password Tap the Password box Enter the current passwordChanging or deleting a password Hold Option and press Return for Yes Recovering from a forgotten passwordTo delete a forgotten password Tap Lost Password Tap hereApplications Overview PhoneBook Date Book Plus Blazer Memo PadTo Do List CityTime Calculator Expense To open PhoneBook PhoneBookCreate up to 50 speed dial entries PhoneBook, you can do the followingTo open Date Book Plus Date Book PlusDate Book Plus, you can do the following To open Blazer Blazer Web BrowserPress Blazer . Blazer opens and the Page view appears Blazer, you can do the followingTo open Memo Pad Memo PadTake notes or any kind of message on your phone Memo Pad, you can do the followingTo open SMS SMS, you can do the followingTo Do List, you can do the following To Do ListPress Option Press Date Book Plus To Do List displays the category of items you last viewedTo open CityTime CityTimePress Option Press Blazer CityTime, you can do the followingCalculator, you can do the following Switch to basic mode to perform simple calculationsCalculator Press Option Press Memo PadTo open Expense ExpensePress Option Press Menu Tap the Expense icon Expense, you can do the followingCommon Tasks Common TasksTo create a record Creating recordsUnder Record, select New… /N Tap New Edit menu Editing recordsBlinking cursor One or more edit lines Blinking cursor Edit line Entering textTo delete a record in any of the PIM applications Following commands may appear in an Edit menuDeleting records Memo Pad Delete Memo Expense Delete ItemOther ways to delete records Purging recordsYou can also delete records in the following ways System-defined and user-defined categories Categorizing recordsOpen the application Press Menu To purge recordsRecord, select Edit Contact /E Open the record you want to categorizeSelect the category for the record To move a record into a categoryTo define a new category Select the category you want to viewTap New Enter the name of the new category To display a category of recordsTo rename a category Looking up Contacts records in PhoneBook Finding recordsYour phone offers several ways to find information quickly First name initial and last name Last nameTo use Find Using FindUnder Options, select Phone Lookup /L Using Phone Number LookupTap the text that you want to review To use Phone Number LookupPhone Number Lookup tips Tap Who Open the Expense record to which you want to add namesOpen the application to display the list screen Press Menu Sorting lists of recordsTo make a record private Making records privateDisplay the entry that you want to make private Hiding and masking private recordsTap the shaded bar that masks the record Change the security settingPress Return Display the entry to which you want to add a note Attaching notesTap the Note icon Choosing fontsTo perform a local HotSync operation Exchanging and updating data HotSync operationsSmall font Bold font Large font Performing a HotSync operation for the first timePress the HotSync button on the cable Beaming information An application installed in RAM memoryTo beam an application To receive beamed information Turn on your phoneApplication-Specific Tasks Application-Specific TasksTo change the PhoneBook view, do one of the following Repeatedly press PhoneBook to cycle through the viewsActive Call view Mode is on Signal strength iconSpeed Dial view Contacts viewTo define a Speed Dial button Using the Speed Dial viewDefining a Speed Dial button Adding Contacts list entries to your Speed Dial list Tap the Dial Extra Digits Automatically check box toTo dial a number from the Speed Dial view Select the entry you want to use and press ReturnPress Space to dial Calling a Speed Dial numberTo change a Speed Dial entry Close the lid to end the callEdit Entry dialog, enter the new information Changing a Speed Dial entryFrom the Speed Dial view, press Menu Drag the entries to the slot where you want them to appearEdit Entry dialog, tap Delete Press Space to dial Close the lid to end the call Under Record, select New Contact /N Return to finishTo create a new Contacts entry Calling a number in your Contacts list Duplicating a Contacts entryTo duplicate an entry Under Record, and select Duplicate Contact /TTap the pick list next to the label you want to change Press Space to open the entry Press MenuTo open the Contact Entry Details dialog box Select any of the following settingsSelect a new label Hold Option and press Return to finish Changing Contact entry detailsMissed call Outgoing call Incoming call Using the Call History viewReviewing Call History To review Call HistoryUse the scroll buttons to select the number you want to add To purge entries in Call History view Select the entry you want to addPurging Call History Receiving Calls Using the Active Call viewSelect the purge option you want to use Tap the pick list to choose which calls to purgeTo silence the ring, do any of the following Slide the ringer switch to the silent positionClose the lid if it is open Press the top scroll button Press Return Tap Mute Place or answer a call Tap Cancel Spkr to turn off the speakerphonePlace a call From the Active Call screen, tap Spkrphone 101 Call status indicator Tap Hold TapOffHandling Multiple Calls To respond to call waiting, do one of the followingPlace two calls Dial the numberReturn for Yes To check voicemail There are several ways to access your voicemail mailboxTap Checking voicemailSelect the call forwarding option you want to use You can redial the last number you called 106 Tap Make Emergency CallPhoneBook menus 107 108 Call Preferences 110 Other than United States or Canada, numbers areApplication-Specific Tasks 111 Enables you to change the default passwordSupport Phone Number Displays your phone numberRoaming List Communication software on your phoneTo view or select a date, do one of the following Working in Day ViewTo schedule an event Next yearTap to select Scheduling an event Current dateAre defined for the new event To reschedule an event Enter a description of the eventTap the event you want to reschedule Rescheduling an eventEnter numberof time units here Tap the event to which you want to assign an alarmSetting an alarm for an event To set an alarm for an eventScheduling repeating or continuous events To dismiss the alarm reminder, do one of the followingTap the event Tap the Repeat box to open the Change Repeat dialog boxTo change or delete repeating events Select the record you want to change or deleteRepeat box Changing and deleting repeating or continuous events120 Considerations for repeating or continuous eventsApplication-Specific Tasks 121 Repeatedly press Date Book Plus to display the next viewChanging the Date Book Plus view Drag the stylus below the date bar and then lift it Application-Specific Tasks 123 Tips for using Week ViewWeek View with Text icon Tips for using Week View with Text Working in Week View with TextPrevious/next month Tips for using Month ViewKeep the following points in mind Working in Month ViewWorking in List View Tips for using Year ViewWorking in Year View Button126 List View button Tips for using List ViewSelected Scroll to Spotting event conflictsTap the circle to the right or left of the event From the Day View, press MenuTap the check box next to the item Select the event you want to save as a template Press Menu 130 Date Book Plus menusRecord menu List View Day View Application-Specific Tasks 131 Options menuWeek View Day View Week View with Text Month View Year View 132 Floating events 134 Application-Specific Tasks 135 136 Number in the title barDaily from the Year View display Each dayTitle bar for the first and last weeks in the month Year View displayShows version information for Date Book Plus Undated, Dated only, and Undated onlyThis text TimeEnter the URL you want to view Blazer140 Working with bookmarksTo bookmark the current Viewing bookmarked pagesTo view a bookmark Adding bookmarks142 From the Bookmark view, press MenuTo define a bookmark Under Bookmark, select Add Bookmark /ATo delete a bookmark Editing bookmarksTo edit a bookmark Deleting bookmarksDrag the page to the slot where you want it to appear Section Application-Specific Tasks 145 Blazer menusMenu View146 Bookmarks menu Bookmark view Go menus View Options menuBrowser tab Displays version information for Blazer Set Proxy. Opens the Set Proxy dialog box where you canFor details Terminates your connection to the InternetReviewing memos Memo list, tap the text of the memoTo create a new memo Tap New150 Memo Pad menusRecord menus Memo list Memo screen Options menus Returns you to the previous application PCS voicemail paging system PCS messaging websiteReceiving text messages Single message alertTo view text messages in the List view Other category you’ve definedTips Viewing text messagesTo call the sender Open the message to which you want to respondResponding to text messages Calling the senderYou can save time by copying text from your messages RespondSelect the deletion method you want to use 156 SMS menusMessage menus List view Message view Shows version information for SMS Delete messagesTo create a To Do item Setting priorityPress Option and then press Date Book Plus Press a scroll button to deselect the To Do itemTap the date that you want to assign the item Tap the Priority number on the left side of the To Do itemTap the text of the item whose details you want to change Tap the Due Date pick listTap the check box on the left side of the item Tap the Category pick listCompleted To Do item To Do Show Options To change the Show Options settings162 To Do List menusRecord menu Options menu Under Options, select Select Home City /H Setting your home cityPress Option and then press Blazer To set your home cityUnder Options, select Edit Cities /E To set your remote citiesAdding cities To add a city to the listOptions menu Basic Calculator includes the following buttons Press Option and then press Memo PadTo display recent calculations Using the Advanced Calculator modeClears any value that is stored in the Calculator memory Displaying Recent Calculations168 Using the Advanced Calculator buttonsPrimary buttons Tap here to change viewsApplication-Specific Tasks 169 Math buttonsTrigonometry buttons 170 = 360 30 years x 12 months APR = PV = 100,000 FV =Finance buttons To solve this exampleApplication-Specific Tasks 171 Tap Solve Hold Option and press Return to finish172 Logic buttonsStatistics buttons Application-Specific Tasks 173 Weight/Temp buttons174 Length buttonsArea buttons 175 Volume buttonsTap the pick list and select the view you modified From the Advanced Calculator screen, press MenuTap the pick list and select the view you want to modify Program menu Advanced Calculator Calculator menusOptions menus Basic Calculator Advanced Calculator 178 To create an Expense itemTap the Expense item to which you want to assign details Select the new date Hold Option and press Return to finishTo customize the Currency pick list Select any of the following optionsCustomizing the Currency pick list Under Options, select Custom Currencies /Y Defining a custom currency symbolTo define a custom currency symbol Tap one of the four Country boxesTap Show Expense list, tap Show Select any of the optionsShow Options To open the Show Options dialog boxApplication-Specific Tasks 183 Creating or printing an expense report184 Click the expense category that you wantTo create or print an expense report Click to select Categories185 Using expense report templatesRecord menu To view your expense data using a Microsoft Excel templateClick Options Expense menusOptions menu 188 Your phone and the HotSync cable Setting Preferences for Your PhonePreferences screens, you can do the following To change the Buttons Preferences Viewing PreferencesButtons Preferences Tap the application that you want to assign to the buttonTo change the HotSync Buttons Preferences Setting Preferences for Your Phone 191Connection Preferences HotSync Buttons PreferencesConnection Methods Predefined configurationsModem Setting an infrared to modem configurationTo create an IrCOMM to Modem connection 194 Digitizer PreferencesTime, date, week start, and numbers formats Country defaultTo set the country default Formats PreferencesTap the Auto-offpick list Auto-off delayTo set the Auto-off delay General PreferencesNetwork Preferences System, alarm, and game soundsTo set the system, alarm, and game sounds Setting Preferences for Your Phone 197To choose an automatic connection Connecting automaticallyCreating a new packet data configuration Tap the check box Hold Option and press Return to finishTap the User Name field Enter your user name Press Menu Under Service, select New /NEnter the Service name 200 Entering a passwordTo enter a password Selecting a connection Enter password here Tap hereSetting Preferences for Your Phone 201 Select the appropriate ConnectionMake sure the Mobile IP check box is selected Select check box Tap HA Password and enter your Home Agent passwordDefining an IP address for a Mobile IP service template Tap the IP Address check box to select it204 Defining Tunneling and SPI in a Mobile IP service templateIP address field below the check box To enter a permanent IP address Tap AdvancedTo enter Tunneling and SPI Adding detailed information to a Simple IP service templateTo define a Simple IP service template 1. Tap Details Tap the Tunneling pick list and select Reverse or ForwardDeselect check box Defining the IP address in a Simple IP service templateDeselect the Mobile IP check box Tap Advanced Tap the IP Address check box to select itSetting Preferences for Your Phone 207 Defining DNS addresses in a Simple IP service templateTap the Query DNS check box to deselect it Deleting a service templateTo delete a service template Under Service, select Delete /DDisplaying expanded Service Connection Progress messages Network Preferences menu commandsChecking your wireless service status Owner Preferences To unlock the Owner Preferences screen Tap Unlock To select ring volume settingsSetting Preferences for Your Phone 211 Ringer PreferencesTo select ring tone settings To create a ShortCut Setting Preferences for Your Phone 213ShortCuts Preferences Creating a ShortCutTap the ShortCut you want to delete After you create a ShortCut, you can modify it at any time215 Advanced HotSync Operations216 Selecting HotSync setup optionsTo set the HotSync options Software and your phone to find and use the fastest speed 218 Customizing HotSync application settingsTo customize HotSync application settings From the HotSync Manager menu, choose CustomAdvanced HotSync Operations 219 IR HotSync operationsClick Change Preparing your computer for infrared communication Select Enable infrared communicationDouble-click the Infrared icon Click the Options tabControl Panel Double-click the Wireless Link iconTo enable infrared communication with Windows 222 Configuring HotSync Manager for infrared communicationAdvanced HotSync Operations 223 Performing an IR HotSync operationReturning to serial cable HotSync operations If needed, connect the cable to your computerTo perform an IR HotSync operation HandheldBox To disable infrared communication with WindowsConducting a HotSync operation via a network Uncheck InfraRed on the menu226 227 Using File LinkPerforming a network HotSync operation via a LAN To perform a network HotSync operation via a LANClick Profiles Creating a user profileClick New Enter a unique name for the profile, and click OK To create a user profileAdvanced HotSync Operations 229 Click Yes to transfer all the profile data to the phoneTo use a profile for the first-time HotSync operation 230 231 Maximizing battery life Resetting your phoneHis chapter provides information on the following Maintaining Your Phone232 Battery considerationsCaring for your phone Performing a soft reset Resetting your phonePerforming a warm or safe reset Unscrew the tip of the stylus to access the reset toolTo perform a soft reset Reset toolMaintaining Your Phone 235 Press any other button to perform a soft resetPerforming a hard reset To perform a hard reset236 To restore your data after a hard resetSelect Desktop overwrites handheld 237 238 Treo Review this section to see if your problem is listedTroubleshooting Tips 239 Again Software installation problemsTo install software Normal operating mode and start using Palm Desktop softwareTapping and keyboard problems Operating problemsTap Clear Voicemail Icon Wireless communication problemsNumbers Troubleshooting Tips 243Make sure you dialed the correct number Cant dial international244 Verify that you are in a coverage areaShow Only Due Items is selected Application problemsTo Do List, tap Show and check whether Restart your computer HotSync problems246 Troubleshooting Tips Reinstall the Palm Desktop software Beaming problems248 Password problemsForgot the password to show my hidden or masked records 249 Technical support250 Important Information About Your Phone and Service Performance and SafetyMaintaining Safe Use of and Access to Your Phone Acknowledging Special Precautions and the FCC Notice Caring for and Protecting Your Phone Battery254 Handspring Product WarrantyUser Guide Proprietary Notice Exposure to Radio Frequency Energy SAROther Product Information 255 Handspring, Inc End User Software License AgreementOther Product Information Other Product Information 257 GNU Library General Public LicenseOther Product Information Other Product 11 Information Used for software interchange Other Product 11 Information No Warranty How to Apply These Terms to Your New Library 264 AcknowledgmentsOther Product Information Other Product Information Index IndexBold font for text 75 Bookmarks Chain calculations 167 Charger Connecting 9 See also PIM Floating events 127 Fonts Formats preferences See also Private records Hold button Command equivalents key- board Microphone 6 Microsoft PhoneBook SMS Soft reset 233 Sorting HotSync operations 246 port User name