Palm m500 - page 150

Page 140 Using Your Basic Applications

If you want to streamline or customize your expense reports, you can

change these templates. For example, you can add your company

name to a template. See Appendix C for information on changing

templates.

To view your expense data using a Microsoft Excel template:

1. Display your expense data in a Microsoft Excel spreadsheet as

described in the previous procedure.

2. Click Options.

Contents

Main Page Page iii Copyright Disclaimer and Limitation of Liability HotSync Cradle and Adapters and Software Download Available Page Contents Page Page Page Page Page About This Book Page Chapter 1 Introduction to Your Getting to know your Palm m500 series handheld What is a Palm m500 series handheld? System requirements Minimum requirements: Windows Minimum requirements: Macintosh Optional equipment Palm m500 series components Locating front panel controls Using the backlight Using the onscreen contrast control Locating back panel components Upgrading from another Palm OS handheld Preparing to use your handheld Connecting the HotSync cradle Charging your handheld Palm Desktop software Installing Palm Desktop software Using your handheld with another PIM Tapping and typing Tap with the stylus to get things done Elements of the handheld interface Opening applications Page Using menus Choosing a menu Graffiti menu commands Displaying online tips Entering data Onscreen keyboard Graffiti writing Note Pad Using Palm Desktop software Importing data Using an external keyboard Customizing your handheld Page Page Page Chapter 2 Entering Data in Your Using Graffiti writing to enter data Writing Graffiti characters Page Graffiti tips The Graffiti alphabet Writing capital letters Writing numbers Graffiti numbers Writing punctuation marks Additional Graffiti punctuation Writing symbols and extended characters = e Writing accented characters + Accent strokes Additional non-English characters cae Navigation strokes Graffiti ShortCuts Using the onscreen keyboard Using Note Pad Using your computer keyboard Importing data Importing data from a Windows computer Importing data from a Macintosh Page Page Chapter 3 Managing Your Applications Using the Applications Launcher Selecting applications Switching between applications Changing the Applications Launcher display Choosing preferences Installing and removing applications Installing add-on applications Page Page Page Removing applications Removing Palm Desktop software Security In Security, you can do the following: Assigning a password Changing or deleting a password Locking your handheld Locking your handheld automatically Page Locking your handheld manually Recovering from a forgotten password Page Page Chapter 4 Using Expansion Features Inserting an expansion card Removing an expansion card Opening expansion card applications Page Deleting applications from an expansion card Card Info Reviewing card information Renaming a card Formatting a card Card menus Card Info menus Page Page Chapter 5 Using Your Basic Applications Overview of basic applications Date Book In Date Book, you can do the following: Address Book In Address Book, you can do the following: To Do List In To Do List, you can do the following: Note Pad In Note Pad, you can do the following: Memo Pad In Memo Pad, you can do the following: Calculator In Calculator, you can do the following: Expense In Expense, you can do the following: Clock In Clock, you can do the following: Common tasks Creating records Editing records Entering text Edit menu Deleting records Other ways to delete records Purging records Exchanging and updating data: HotSync operations Performing a HotSync operation for the first time: Windows Page Performing a HotSync operation for the first time: Macintosh Page Categorizing records System-defined and user-defined categories Page Page Page Finding information Looking up Address Book records Using Find Using Phone Lookup Phone Lookup tips Looking up names to add to expense records Sorting lists of records Page Making records private Hiding or masking private records Page Attaching notes Choosing fonts Reviewing Reminders Application-specific tasks Date Book Scheduling an event Page Page Page Rescheduling an event Setting an alarm for an event Page Scheduling repeating or continuous events Changing repeating or continuous events Changing the Date Book view Working in Week View Page Spotting event conflicts Working in Month View Working in Agenda View Page Page Address Book Creating an Address Book entry Page Selecting types of phone numbers Changing Address Entry details Address Book menus Page To Do List Setting priority Checking off a To Do List item Changing To Do List item details Setting a due date To Do Show Options To Do List menus Record menu Note Pad Reviewing notes Setting an alarm for a note Page Note Pad menus Memo Pad Reviewing memos Memo Pad menus Calculator Recent Calculations Calculator menus Clock Clock menus Expense Changing the date of an Expense item Entering receipt details Customizing the Currency pick list Defining a custom currency symbol Show Options Transferring your data to Microsoft Excel Displaying the euro on your desktop computer Printing the euro Creating or printing an expense report Using expense report templates Page Expense menus Record menu Page Chapter 6 Communicating Using Your Handheld Managing desktop E-Mail away from your desk In Mail, you can do the following: Setting up Mail on the desktop Page Synchronizing Mail with your E-Mail application Opening the Mail application on your handheld Viewing e-mail items Displaying full header information Creating e-mail items Page Page 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 later Editing unsent e-mail Draft e-mail Filing e-mail Deleting e-mail Removing e-mail from the Deleted folder Purging deleted e-mail Message list options Folders Date column Sorting the Message list HotSync options Page Creating special filters Ignoring or receiving e-mail Defining filter strings High-priority e-mail Truncating e-mail items Mail menus Message menus Beaming information Page Tips on beaming information Page Chapter 7 Advanced HotSync Operations Selecting HotSync setup options Page Page Page Page Page Page Customizing HotSync application settings Page Page IR HotSync operations Preparing your computer for infrared communication Preparing your Macintosh computer for infrared communication Configuring HotSync Manager for infrared communication Page Performing an IR HotSync operation Returning to cradle HotSync operations Conducting a HotSync operation via modem Preparing your computer Page Page Preparing your handheld Selecting the conduits for a modem HotSync operation Performing a HotSync operation via a modem Conducting a HotSync operation via a network Connecting to your companys dial-in server Page Page Performing a network HotSync operation Using File Link Creating a user profile Page Page Chapter 8 Setting Preferences for Your Handheld Viewing preferences Buttons preferences Pen preferences HotSync buttons preferences Digitizer preferences Formats preferences Country default Time, date, week start, and numbers formats General preferences Auto-off delay Cradle settings System, alarm, and game sounds Alarm Vibrate and LED settings Beam Receive Date and Time preferences Connection preferences Editing connections Page Network preferences and TCP/IP software Selecting a service Entering a user name Entering a password Selecting a connection 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 Login scripts Creating a login script on your handheld Page Plug-in applications Deleting a service template Service menu Network preferences menu commands TCP/IP troubleshooting Displaying expanded Service Connection Progress messages Viewing the Network Log Adding a DNS number Owner preferences ShortCuts preferences Creating a ShortCut Page Page Appendix A Maintaining Your Caring for your handheld Battery considerations Resetting your handheld Performing a soft reset Performing a hard reset Page Page Appendix B Frequently Asked Questions Software installation problems Operating problems Page Tapping and writing problems Application problems HotSync problems Page Page Page Page Page Page Beaming problems Recharging problems Password problems Technical support Appendix C Creating a Custom Expense Report 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 Page Page Page Using applications other than Microsoft Excel Expense file details Appendix D Non-ASCII Characters for Login Scripts Use of ^char Carriage return and line feed Literal characters Page Product Regulatory Information Page 261 Product Regulatory Information FCC Statement Note: Palm m500 series Product Family Tested to Comply With FCC Standards FOR HOME OR OFFICE USE Page 262 Product Regulatory Information Canadian ICES-003 Statement CE Compliance Statement Battery Warning Varning Advarsel! Page Page Index A B C D E F G H I K L M N O P Q R S T U V W X