HP Palmtop 660LX manual Entering Expenses Starting a new expense report, Creating a new envelope

Entering Expenses

Starting a new expense report

ExpensAble uses envelopes to “collect” receipts and other expense information just like many people stuff receipts into a wallet or envelope until they’re ready to fill out an expense report. Each ExpensAble envelope represents one expense re- port, so every time you start a new expense report, you create a new envelope.

Use these steps to create an expense report envelope and enter the information for your expenses. The steps are explained in the following sections.

•Create a new envelope and fill in the New Expense Report Envelope window with information about this expense report.

•Enter expense transactions to record regular expenses, cash advances, and split transactions. Enter details for mileage, meals and entertainment, and billing.

The Envelopes window is where you create and manage expense report envelopes.

•To start entering expenses, double-tap the envelope.

•Tap an envelope to select it. Or, use the arrow keys to move the highlight to another envelope.

•View total reimbursable amount for this file.

•Group envelopes in folders.

•The lower right corner displays the total reimbursable amount for this folder.

Creating a new envelope

Each ExpensAble envelope represents one expense report. When you’re ready to fill out a new expense report, you start by creating an envelope and filling in the New Expense Report Envelope window.

1.Tap the New icon in the iconbar.

•Information put in the “Envelope Name:” field is for reference only. If you don’t enter a name, ExpensAble calls the new envelope “Untitled1.”

•Select the “Show Currency” checkbox if you want to enter currency and exchange rate information with each transaction.

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