Determining the layout of the Expense Report | IBM WORKPADC3

4.From the File menu, choose Save As.

5.Click the Save as type drop-down list and choose Template (*.xlt).

6.Navigate to the Template folder (in the Palm Desktop for IBM WorkPad 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

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IBM WORKPADC3 manual Determining the layout of the Expense Report, Labels

Contents

Handbook for WorkPad c3 PC Companion Disclaimer and Limitation of Liability Copyright Contents Using Your Basic Applications Advanced HotSync Operations Communicating Using Your CompanionSetting Preferences for Your Companion Appendix a Maintaining Your Companion Appendix B Frequently Asked Questions Appendix C Creating a Custom Expense Report Appendix D Non-ASCII Characters for Login ScriptsWarranty and Other Product Information Handbook for the WorkPad c3 PC Companion About This Book About This Book Getting to know your WorkPad c3 companion What is a WorkPad c3 companion?Chapter System requirements Upgrade informationMinimum requirements Optional equipment Locating front panel controls WorkPad c3 components Using the onscreen contrast control Using the backlight Locating back panel components Reset buttonSide channels IR port Chapter Recharging the battery With Palm Desktop for IBM WorkPad, you can do the following Palm Desktop software for IBM WorkPadViewing data while in the cradle Installing Palm Desktop for IBM WorkPad Using your companion with another PIM Tap with the stylus to get things done Tapping and typing Icons Abc Elements of the companion interfaceMenu bar Opening applications Using menus Choosing a menu Graffiti menu commands Displaying online tips CommandThree ways to enter data Graffiti writing Onscreen keyboard Press the Memo Pad application button Tap New Importing data Using Palm Desktop for IBM WorkPad Customizing your companion Tap a month Tap the current date Writing Graffiti characters Using Graffiti writing to enter data Lift stylus here Start stroke at heavy dot Graffiti tips Graffiti alphabet Writing numbers Writing capital lettersCaps Shift Caps Lock Number Graffiti numbersWriting punctuation marks Additional Graffiti punctuation Writing symbols and extended characters Additional non-English characters Writing accented charactersAccent strokes Graffiti ShortCuts Navigation strokesMove cursor right Move cursor left Next Field Address Book only Entry ShortCut Using your computer keyboard Using the onscreen keyboard Importing data Chapter Entering Data in Your WorkPad c3 Companion Switching between applications Using the Applications LauncherSelecting applications Categorizing applications Changing the Applications Launcher display Choosing preferences Installing add-on applications Installing and removing applications Chapter Installing games Removing Palm Desktop for IBM WorkPad Removing applications Security, you can do the following Assigning a passwordSecurity Locking your companion Changing or deleting a password Recovering from a forgotten password Using Your Basic Applications Date Book, you can do the following Overview of basic applicationsDate Book Address Book, you can do the following Address Book To Do List, you can do the following To Do List Calculator Memo PadMemo Pad, you can do the following Calculator, you can do the following Expense, you can do the following Expense Editing records Common tasksCreating records Edit menu Entering text Other ways to delete records Deleting recordsKeyboard Graffiti Help Exchanging and updating data HotSync operations Purging records Performing a HotSync operation for the first time Using Your Basic Applications Categorizing records Default categories Tap Edit Categories Tap New To rename a category Looking up Address Book records Finding records Using Find Using Phone Lookup Looking up names to add to expense records Phone Lookup tips Sorting lists of records Hiding private records Making records private Tap the Applications icon Tap Security Tap Hide Attaching notes Choosing fonts Scheduling an event Application-specific tasks 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 Rescheduling an event Setting an alarm for an event Scheduling repeating or continuous events Changing the Date Book view Tap the Week View button Spotting event conflicts Working in Month View Record menu Options menu Date Book menus, preferences, and display options Using Your Basic Applications Book Preferences Creating an Address Book entry Next Field Selecting types of phone numbers Address Book menus Changing Address Entry details Options menus Record menus Book Setting priority Changing To Do List item details Checking off a To Do List item Setting a due date To Do Show Options Show Due Dates To Do List menusShow Priorities Categories Reviewing memos Memo Pad menus Pad Recent Calculations Calculator Calculator menusAbout Tap the Applications icon Tap Expense Tap New Entering receipt details Changing the date of an Expense item Customizing the Currency pick list Defining a custom currency symbol Sort by Show OptionsDistance Show currency Creating or printing an expense report Transferring your data to Microsoft Excel Using expense report templates Using Your Basic Applications Record menu Expense menus Options menu Communicating Using Your Companion Mail, you can do the following Setting up Mail on the desktop Synchronize DefaultFiles Desktop Viewing e-mail items Synchronizing Mail with your E-Mail applicationOpening the Mail application on your companion Displaying full header information Creating e-mail items To create an e-mail item Chapter Looking up an address Adding details to e-mail items Sending a blind carbon copy Setting a priority 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 Removing e-mail from the Deleted folder Deleting e-mail Folders Purging deleted e-mailMessage List options Sorting the Message List Date columnSender Subject Send Only HotSync optionsAll Unread Creating special filtersFilter Ignore Ignoring or receiving e-mailMessages Containing Defining filter strings High-priority e-mail Truncating e-mail items Message menus Mail menus Beaming information Tips on beaming information Advanced HotSync Operations Selecting HotSync setup options Always available When PalmAvailable only Desktop for IBM Speed Serial Port Customizing HotSync application settings Chapter Preparing your computer Conducting a HotSync operation via modem Modem Setup StringPreparing your companion To prepare your companion 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 Creating a user profile Using File Link To create a user profile To use a profile for the first-time HotSync operation Preferences screens, you can do the following Viewing preferences Pen preferences Buttons preferences Beam Data BacklightTurn Off & Lock HotSync buttons preferences Digitizer preferencesFormats preferences Time, date, week start, and numbers formats Country default General preferences Auto-off delayCradle settings Beam Receive System, alarm, and game sounds Modem preferences Network preferences and TCP/IP software Selecting a service Entering a user name Entering a password Entering a prefix Adding telephone settings Disabling Call Waiting Using a calling card Creating additional service templates Connecting to your service Idle timeout Adding detailed information to a service template Defining primary and secondary DNS IP address Wait For Creating a login scriptSend Send CR Deleting a service template TCP/IP troubleshooting Network preferences menu commandsService menu Options menu Displaying expanded Service Connection Progress messages Adding a DNS number Owner preferences Creating a ShortCut ShortCuts preferences Deleting a ShortCut Editing a ShortCut Setting Preferences for Your Companion Caring for your companion Appendix a Battery considerations Performing a soft reset Resetting your companion Performing a hard reset Appendix a Maintaining Your Companion Problem Software installation problemsSolution Appendix B Problem Solution Operating problems Tapping and writing problems Application problems HotSync problems Frequently Asked Questions Appendix B Frequently Asked Questions Beaming problems Recharging problems Password problems Before You Call for Service Getting Help, Service, and InformationHardware Warranty Summary Product Registration and Getting Help by Telephone Getting Customer Support and ServicePurchasing Additional Services Country Name United States Frequently Asked Questions About mapping tables Appendix C Customizing existing sample templates Labels Determining the layout of the Expense Report Sections Analyzing your custom Expense Report Programming the mapping table Table with four sections Creating a Custom Expense Report Page Expense file details Using applications other than Microsoft ExcelTrips Trip Carriage return and line feed Appendix DUse of char Literal characters Product warranties Warranty Other Product Information IBM Warranty For Machines IBM U.K. Statement of WarrantyExtent of Warranty Part 1 General Terms Warranty Service Items Not Covered by Warranty Limitation of Liability Production Status Asia Pacific IBM U.K. Statement Of Warranty Part 2 Country-unique Terms EUROPE, Middle EAST, Africa Emea Page North America Part 1 General Terms Items Not Covered by Warranty Production Status Asia Pacific EUROPE, Middle EAST, Africa Emea Page South AFRICA, NAMIBIA, BOTSWANA, Lesotho and Swaziland Limi Year 2000 Readiness and Instructions Trademarks Electronic Emissions NoticesFederal Communications Commission FCC Statement IBM WorkPad Statement of Conformity Canadian ICES-003 Statement UL/CSA Statement Page Index Index See also PIM Digitizer 14, 154 Index Index Index PIM See also Deleting Index Index