Creating a Custom Expense Report | Handspring Visor guide

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Creating a Custom Expense Report

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Handspring Visor manual Creating a Custom Expense Report

Contents

Visor Handheld User Guide Software diskettes available CopyrightDisclaimer and limitation of liability Contents Common Tasks Managing Your ApplicationsOverview of Basic Applications Application Specific Tasks Communicating Using Your Handheld Setting Preferences for Your Handheld Advanced HotSync Operations Warranty and Other Product Information Appendix B Troubleshooting TipsAppendix D Non-ASCII Characters for Login Scripts Appendix a Maintaining Your Handheld About This Guide Page Getting to know your Visor handheld What is a Visor handheld?Chapter Macintosh minimum requirements System requirementsWindows minimum requirements Optional equipment Upgrade information Locating front panel controls Visor componentsEach handheld must have a unique name Buttons PowerApplication Scroll Using the backlight Protective cover Locating back panel components Installing the batteries Tapping and typing Tap with the stylus to get things done Icons Abc 123 Check box Pick list Elements of the handheld interfaceMenu bar Previous Opening applicationsNext Arrows Using menus Graffiti menu commands Choosing a menu Displaying online tips CommandThree ways to enter data Onscreen keyboard Graffiti writing Press the Memo Pad application button Tap New Using Palm Desktop software Importing data Customizing your handheld Palm Desktop software With Palm Desktop software, you can do the following Connecting the cradle Installing Palm Desktop software Using your handheld with Microsoft Outlook Windows only Using your handheld with another PIM Installing a Springboard module Using Graffiti writing to enter data Writing Graffiti characters Lift stylus here Start stroke at heavy dot Graffiti tips Graffiti alphabet Caps Shift Writing capital lettersWriting numbers Caps Lock Number Graffiti numbersWriting punctuation marks Writing symbols and extended characters Additional Graffiti punctuation Additional non-English characters Writing accented charactersAccent strokes Move cursor right Move cursor left Navigation strokesGraffiti ShortCuts Next Field Address Book only Using the onscreen keyboard Entry ShortCut Using your computer keyboard Importing data To import data Selecting applications Using the Applications LauncherSwitching between applications Categorizing applications Changing the Applications Launcher display Choosing preferences Installing and removing applications Installing add-on applications Chapter Installing games Removing applications Removing Palm Desktop software Security, you can do the following Assigning a passwordSecurity Changing or deleting a password Locking your handheld Recovering from a forgotten password Overview of Basic Applications Date Book Date Book, you can do the following Date Book Plus Date Book Plus, you can do the following Address Book Address Book, you can do the following To Do List To Do List, you can do the following Memo Pad Memo Pad, you can do the following Calculator Calculator, you can do the following CityTime CityTime, you can do the following Expense Expense, you can do the following Overview of Basic Applications Common Tasks Creating records Edit menu Editing recordsEntering text Copy UndoCut Paste Deleting records Other ways to delete records Purging records Exchanging and updating data HotSync operations Performing a HotSync operation for the first time HotSync button Categorizing records System-defined and user-defined categories To move a record into a category To define a new category To rename a category Finding records Looking up Address Book records Using Find Using Phone Lookup Phone Lookup tips Looking up names to add to expense records Tap here Sorting lists of records Making records private Hiding private records Enter your password, and then tap Show Attaching notes Choosing fonts Common Tasks Application Specific Tasks Scheduling an event Tap the time of an event To schedule an event for another day Tap a blank area on the screen to deselect the untimed event Setting an alarm for an event Rescheduling an event Scheduling repeating or continuous events Considerations for repeating or continuous events Changing the Date Book view Working in Week View Tips for using Week View Spotting event conflicts Tips for using Month ViewWorking in Month View Date Book menus Record menu Options menu Chapter Preferences Book Tips for using Week View with Text Working in Week View with Text Tips for using Year View Working in Year View Working with floating events Tips for using List ViewWorking in List View Tips for using floating events Tips for using To Do List items Working with To Do List items Using the Daily Journal Using templates Date Book Plus menus Using snooze alarmsSelecting the default Date Book Record menu Preferences Display Options Alarm Preferences To Do Preferences Go to Week Week Preferences Show Journal. Displays a Daily Journal entry Month Preferences Year Preferences List View Preferences Book+ Creating an Address Book entry Selecting types of phone numbers Next Field Changing Address Entry details Options menus Address Book menusRecord menus Book Setting priority Checking off a To Do List item Changing To Do List item details Setting a due date To Do Show Options Show Priorities To Do List menusShow Due Dates Categories To create a new memo Reviewing memos Memo Pad menus Pad Selecting the Calculator mode Using the Basic Calculator buttons Using the Advanced Calculator mode Displaying Recent Calculations Math buttons Using the Advanced Calculator buttonsPrimary buttons Trigonometry buttons Finance buttons Logic buttons Weight/Temp buttons Statistics buttons Length buttons Area buttons Volume buttons Creating a custom view Calculator menus Program menu Setting your home city Selecting remote cities Adding cities CityTime menus Utilities menu Tap the Applications icon Tap the Expense icon Tap New Changing the date of an Expense item Entering receipt details Customizing the Currency pick list Defining a custom currency symbol Distance Show OptionsSort by Show currency Transferring your data to Microsoft Excel Creating or printing an expense report Using expense report templates Chapter To view your expense data using a Microsoft Excel template Expense menus Application Specific Tasks Communicating Using Your Handheld Setting up Mail on the desktop Mail, you can do the following Files DefaultSynchronize Desktop Viewing e-mail items Synchronizing Mail with your E-Mail applicationOpening the Mail application on your handheld Creating e-mail items Displaying full header information To create an e-mail item Chapter Looking up an address Adding details to e-mail items Setting a priority Sending a blind carbon copy Adding a signature to your e-mail item Requesting confirmations Storing e-mail to be sent laterEditing unsent e-mail Draft e-mail Filing e-mail Deleting e-mail Removing e-mail from the Deleted folder Folders Purging deleted e-mailMessage List options Sender Date columnSorting the Message List Subject Send Only HotSync optionsAll Unread Creating special filtersFilter Messages Ignoring or receiving e-mailIgnore Containing Defining filter strings High-priority e-mail Truncating e-mail items Mail menus Message menus Beaming information To beam an application Tips on beaming information Communicating Using Your Handheld Selecting HotSync setup options Advanced HotSync Operations Available only When PalmAlways available Desktop software Serial Port Speed Customizing HotSync application settings Chapter Conducting a HotSync operation via modem Preparing your computer Modem Setup StringPreparing your handheld To prepare your handheld for a modem HotSync operation Selecting the conduits for a modem HotSync operation Performing a HotSync operation via a modem Connecting to your company’s dial-in serverConducting a HotSync operation via a network To prepare your computer for a network HotSync operation Using File Link Creating a user profile To use a profile for the first-time HotSync operation Viewing preferences Preferences screens, you can do the following Buttons preferences Pen preferences Turn Off & Lock Beam Data HotSync buttons preferences Digitizer preferencesFormats preferences Country default Time, date, week start, and numbers formats Auto-off delay General preferences System, alarm, and game sounds Modem preferences Selecting a service Network preferences and TCP/IP software Entering a user name Entering a password Adding telephone settings Entering a prefix Disabling Call Waiting Using a calling card Connecting to your service Creating additional service templates Adding detailed information to a service template Idle timeout Defining primary and secondary DNS IP address Send Creating a login scriptWait For Send CR Deleting a service template Service menu Options menu Network preferences menu commandsTCP/IP troubleshooting Displaying expanded Service Connection Progress messages Adding a DNS number Owner preferences ShortCuts preferences Creating a ShortCut Editing a ShortCut Deleting a ShortCut Setting Preferences for Your Handheld Appendix a Caring for your handheld Battery considerations Resetting your handheld Performing a soft reset Performing a hard reset Appendix a Maintaining Your Handheld Problem Software installation problemsOperating problems Solution Troubleshooting Tips Tapping and writing problems Application problems HotSync problems Troubleshooting Tips Appendix B Troubleshooting Tips Beaming problems Password problems Problem Solution Technical support Troubleshooting Tips Appendix C About mapping tables Customizing existing sample templates Determining the layout of the Expense Report Labels Sections Analyzing your custom Expense Report Programming the mapping table Table with four sections Creating a Custom Expense Report Appendix C Using applications other than Microsoft Excel Trip Expense file detailsTrips Expenses Creating a Custom Expense Report Carriage return and line feed Appendix DUse of char Literal characters Warranty Other Product Information Handspring, Inc Limited WarrantyPage Warranty and Other Product Information Handspring, Inc End User Software License Agreement Warranty and Other Product Information GNU Library General Public License Warranty and Other Product Information Page Warranty and Other Product Information Page No Warranty How to Apply These Terms to Your New Library FCC Statement Canadian RFI Statement Acknowledgments Index Index Index Index Index Index Index PIM Index Index USB