Page 214 Creating a Custom Expense R e po rt
Customizing existing sa mple templates
Four sample Expense Report templates come with Pa lm Desk top
software. These templates are stored in the Template folder (which is
in the same folder as the Palm Desktop software application).
If the layout of one (or more) of these templates is appropriate for your
reporting needs, you can easily customize the templates with your
company name and other informati on.
To customize a sample Expense Report template:
1. Make a backup copy of the contents of the Template folder.
2. Double-click the name of the sample te mp late y ou w ant to mod ify
to open it in Microsoft Excel.
3. Make any changes that you want to the names (or other
information) in the sample template.
Important: Do not insert rows or columns in the sample template .
Doing so changes the way your Expense data maps to the
template and causes errors. If you want to move the cel ls
to a different location or add or delete rows or col umns,
you have to make changes to the Maptable.xls file.
Note: You can insert your own compan y logo without chang ing
the Maptable.xls file. If you change the file nam e,
however, you need to make a corresponding change in
the Maptable.xls file.
You can also rename cells without changing the
Maptable.xls file, provided that the expense type
corresponds to your organizer data. For example, you can
change “Snack” to “Munchies,” and then all items
entered on your organizer as “Snack” map to the cell(s)
labeled “Munchies.”