4.From the File menu, choose Save As.
5.Click the Save as type
6.Navigate to the Template folder (in the Palm Desktop software directory).
Note: If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt).
If you do need to change the Maptable.xls file, give your modified template a unique name. Be sure to use the .xlt file suffix, which defines the file as a Microsoft Excel template.
7.Click Save to save your modified template and make it available for future use.
Note: If you need to modify the Maptable.xls file, you must do this before you can use the modified template with your Expense data. To modify the Maptable.xls file for your new template, see “Programming the mapping table” later in this appendix. Read all of the sections of this appendix before making changes to the Maptable.xls file.
Determining the layout of the Expense Report
This section describes the layout considerations for the Expense Report and explains the terms used for creating the report.
Labels
There are two kinds of labels that you need to define for your report: day/date and expense type. Each kind of label can be either Fixed or Variable. A Fixed label means that the label always appears as a header at the beginning of a row or column. If a label is not Fixed, it is variable.
For example, a list table of expenses could have variable labels in the rows for day/date, and variable labels in the columns for expense type. In this case, neither day/date or expense type information would be “fixed” (as a header). Instead, the date and expense type information would be filled into the cells of the spreadsheet as appropriate.
Examples of both Fixed and Variable labels appear in the sample expense templates.
Appendix C | Page 237 |
