Handspring 300 Click Options, To view your expense data using a Microsoft Excel template, 186

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If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template.

To view your expense data using a Microsoft Excel template:

1.Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure.

2.Click Options.

Enter name and other information

Choose expense template

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3.Enter name, department, and other information as necessary for your expense report.

4.Click the Templates menu; then select an expense template.

5.Click OK.

Expense menus

Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this guide are described here.

See page 28 for information about choosing menu commands.

Record menu

Section 6

Application-Specific Tasks

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Handspring 300 Click Options, To view your expense data using a Microsoft Excel template, Expense menus, Record menu, 186