Creating or printing an expense report

also assume that you have installed Palm Desktop software as described on page 21.

It is easy to view and print your Expense data in a Microsoft Excel spreadsheet.

Application Tasks

Section 6

Application-Specific Tasks

183

Page 191

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 liability Contents 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 Treo Minimum requirements What is a PCS Treo 300?Sold separately MB RAM memory System requirements To upgrade Upgrade information Each device must have a unique name Option key Microphone Scroll buttons Rocker switch ContrastPCS Treo 300 components Locating front panel controls Speaker Speaker 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 charged Plug 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 succession Press Space to finish Adjusting the displayTo adjust the display Press Option Type the letter Q Using the stylus to get things done Menu bar Command buttons Pick list Check boxElements of the phone interface Moving around the screen Scroll bar Displaying online tips Customizing your phoneTap an item with the stylus To move around the screen do one of the following To 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 screens Tap 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 box To use the headset Using the headsetPlace the speaker in your ear To connect the HotSync cable Connecting the HotSync cable Serial cable and port Using desktop software Connect 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 printer Windows Start menu Using your phone with Microsoft OutlookTo install Palm Mail Select Mail Setup under Programs/Handspring or Palm on Entering Data in Your Phone Entering Data in Your Phone Type 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 twice To enter extended characters Typing accented charactersTo enter accented characters Typing extended characters ~ † ‡ Navigation keystrokes Using menus To use the menu bar Keyboard shortcut menu commands Your phone includes the following predefined ShortCuts Using text ShortCuts Using the onscreen keyboard Importing data Using your computer keyboard To import data Entering Data in Your Phone Managing Your Applications Managing Your Applications To 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 display Open an application Press Menu Installing and removing applicationsInstalling add-on applications Choosing preferences Double-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 applications Removing Palm Desktop software Click Yes to uninstall the softwarePalm and then Uninstall Security Security, 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 here Applications 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 following To 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 following To open Memo Pad Memo PadTake notes or any kind of message on your phone Memo Pad, you can do the following To open SMS SMS, you can do the following To 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 viewed To open CityTime CityTimePress Option Press Blazer CityTime, you can do the following Calculator, you can do the following Switch to basic mode to perform simple calculationsCalculator Press Option Press Memo Pad To open Expense ExpensePress Option Press Menu Tap the Expense icon Expense, you can do the following Common Tasks Common Tasks To 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 text To delete a record in any of the PIM applications Following commands may appear in an Edit menuDeleting records Memo Pad Delete Memo Expense Delete Item Other 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 records Record, select Edit Contact /E Open the record you want to categorizeSelect the category for the record To move a record into a category To define a new category Select the category you want to viewTap New Enter the name of the new category To display a category of records To 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 name To use Find Using Find Under Options, select Phone Lookup /L Using Phone Number LookupTap the text that you want to review To use Phone Number Lookup Phone Number Lookup tips Tap Who Open the Expense record to which you want to add names Open the application to display the list screen Press Menu Sorting lists of records To make a record private Making records privateDisplay the entry that you want to make private Hiding and masking private records Tap the shaded bar that masks the record Change the security settingPress Return Display the entry to which you want to add a note Attaching notes Tap the Note icon Choosing fonts To perform a local HotSync operation Exchanging and updating data HotSync operationsSmall font Bold font Large font Performing a HotSync operation for the first time Press the HotSync button on the cable Beaming information An application installed in RAM memory To beam an application To receive beamed information Turn on your phone Application-Specific Tasks Application-Specific Tasks To change the PhoneBook view, do one of the following Repeatedly press PhoneBook to cycle through the views Active Call view Mode is on Signal strength iconSpeed Dial view Contacts view To 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 to To 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 number To change a Speed Dial entry Close the lid to end the callEdit Entry dialog, enter the new information Changing a Speed Dial entry From 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 /T Tap the pick list next to the label you want to change Press Space to open the entry Press Menu To 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 details Missed call Outgoing call Incoming call Using the Call History viewReviewing Call History To review Call History Use 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 purge To 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 following Place two calls Dial the numberReturn for Yes To check voicemail There are several ways to access your voicemail mailboxTap Checking voicemail Select 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 are Application-Specific Tasks 111 Enables you to change the default password Support Phone Number Displays your phone numberRoaming List Communication software on your phone To view or select a date, do one of the following Working in Day View To schedule an event Next yearTap to select Scheduling an event Current date Are defined for the new event To reschedule an event Enter a description of the eventTap the event you want to reschedule Rescheduling an event Enter 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 event Scheduling 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 box To change or delete repeating events Select the record you want to change or deleteRepeat box Changing and deleting repeating or continuous events 120 Considerations for repeating or continuous events Application-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 Text Previous/next month Tips for using Month ViewKeep the following points in mind Working in Month View Working in List View Tips for using Year ViewWorking in Year View Button 126 List View button Tips for using List ViewSelected Scroll to Spotting event conflicts Tap the circle to the right or left of the event From the Day View, press Menu Tap 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 bar Daily from the Year View display Each dayTitle bar for the first and last weeks in the month Year View display Shows version information for Date Book Plus Undated, Dated only, and Undated onlyThis text Time Enter the URL you want to view Blazer 140 Working with bookmarks To bookmark the current Viewing bookmarked pagesTo view a bookmark Adding bookmarks 142 From the Bookmark view, press MenuTo define a bookmark Under Bookmark, select Add Bookmark /A To delete a bookmark Editing bookmarksTo edit a bookmark Deleting bookmarks Drag the page to the slot where you want it to appear Section Application-Specific Tasks 145 Blazer menusMenu View 146 Bookmarks menu Bookmark view Go menus View Options menu Browser tab Displays version information for Blazer Set Proxy. Opens the Set Proxy dialog box where you canFor details Terminates your connection to the Internet Reviewing memos Memo list, tap the text of the memoTo create a new memo Tap New 150 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 alert To view text messages in the List view Other category you’ve definedTips Viewing text messages To call the sender Open the message to which you want to respondResponding to text messages Calling the sender You can save time by copying text from your messages Respond Select the deletion method you want to use 156 SMS menusMessage menus List view Message view Shows version information for SMS Delete messages To create a To Do item Setting priorityPress Option and then press Date Book Plus Press a scroll button to deselect the To Do item Tap 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 list Tap the check box on the left side of the item Tap the Category pick list Completed To Do item To Do Show Options To change the Show Options settings 162 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 city Under Options, select Edit Cities /E To set your remote citiesAdding cities To add a city to the list Options menu Basic Calculator includes the following buttons Press Option and then press Memo Pad To display recent calculations Using the Advanced Calculator modeClears any value that is stored in the Calculator memory Displaying Recent Calculations 168 Using the Advanced Calculator buttonsPrimary buttons Tap here to change views Application-Specific Tasks 169 Math buttonsTrigonometry buttons 170 = 360 30 years x 12 months APR = PV = 100,000 FV =Finance buttons To solve this example Application-Specific Tasks 171 Tap Solve Hold Option and press Return to finish 172 Logic buttonsStatistics buttons Application-Specific Tasks 173 Weight/Temp buttons 174 Length buttonsArea buttons 175 Volume buttons Tap 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 item Tap the Expense item to which you want to assign details Select the new date Hold Option and press Return to finish To 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 boxes Tap Show Expense list, tap Show Select any of the optionsShow Options To open the Show Options dialog box Application-Specific Tasks 183 Creating or printing an expense report 184 Click the expense category that you wantTo create or print an expense report Click to select Categories 185 Using expense report templates Record menu To view your expense data using a Microsoft Excel templateClick Options Expense menus Options 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 button To change the HotSync Buttons Preferences Setting Preferences for Your Phone 191Connection Preferences HotSync Buttons Preferences Connection Methods Predefined configurations Modem Setting an infrared to modem configurationTo create an IrCOMM to Modem connection 194 Digitizer Preferences Time, date, week start, and numbers formats Country defaultTo set the country default Formats Preferences Tap the Auto-offpick list Auto-off delayTo set the Auto-off delay General Preferences Network Preferences System, alarm, and game soundsTo set the system, alarm, and game sounds Setting Preferences for Your Phone 197 To choose an automatic connection Connecting automaticallyCreating a new packet data configuration Tap the check box Hold Option and press Return to finish Tap 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 Connection Make 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 it 204 Defining Tunneling and SPI in a Mobile IP service templateIP address field below the check box To enter a permanent IP address Tap Advanced To 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 Forward Deselect 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 it Setting Preferences for Your Phone 207 Defining DNS addresses in a Simple IP service template Tap the Query DNS check box to deselect it Deleting a service templateTo delete a service template Under Service, select Delete /D Displaying 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 Preferences To select ring tone settings To create a ShortCut Setting Preferences for Your Phone 213ShortCuts Preferences Creating a ShortCut Tap the ShortCut you want to delete After you create a ShortCut, you can modify it at any time 215 Advanced HotSync Operations 216 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 Custom Advanced HotSync Operations 219 IR HotSync operationsClick Change Preparing your computer for infrared communication Select Enable infrared communicationDouble-click the Infrared icon Click the Options tab Control Panel Double-click the Wireless Link iconTo enable infrared communication with Windows 222 Configuring HotSync Manager for infrared communication Advanced HotSync Operations 223 Performing an IR HotSync operation Returning to serial cable HotSync operations If needed, connect the cable to your computerTo perform an IR HotSync operation Handheld Box To disable infrared communication with WindowsConducting a HotSync operation via a network Uncheck InfraRed on the menu 226 227 Using File LinkPerforming a network HotSync operation via a LAN To perform a network HotSync operation via a LAN Click Profiles Creating a user profileClick New Enter a unique name for the profile, and click OK To create a user profile Advanced 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 Phone 232 Battery considerationsCaring for your phone Performing a soft reset Resetting your phone Performing a warm or safe reset Unscrew the tip of the stylus to access the reset toolTo perform a soft reset Reset tool Maintaining Your Phone 235 Press any other button to perform a soft resetPerforming a hard reset To perform a hard reset 236 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 software Tapping and keyboard problems Operating problems Tap Clear Voicemail Icon Wireless communication problems Numbers Troubleshooting Tips 243Make sure you dialed the correct number Cant dial international 244 Verify that you are in a coverage area Show 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 problems 248 Password problemsForgot the password to show my hidden or masked records 249 Technical support 250 Important Information About Your Phone and Service Performance and Safety Maintaining Safe Use of and Access to Your Phone Acknowledging Special Precautions and the FCC Notice Caring for and Protecting Your Phone Battery 254 Handspring Product WarrantyUser Guide Proprietary Notice Exposure to Radio Frequency Energy SAR Other Product Information 255 Handspring, Inc End User Software License Agreement Other Product Information Other Product Information 257 GNU Library General Public License Other 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 Acknowledgments Other Product Information Other Product Information Index Index Bold 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