Expense menus, Record menu, Options menu – Over And Back 180 User Manual

Page 164

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Page 164

Application Specific Tasks

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.

3. Enter name, department, and other information as necessary for your expense report.

4. Click the Templates menu; then select an expense template.

Note:

If you want to create your own custom expense template and have it appear in the
Templates menu, see Appendix C for more information.

5. Click OK.

Expense menus

Expense menus are shown here for your reference, and Expense features that are not explained
elsewhere in this guide are described here.

See page 31 for information about choosing menu commands.

Record menu

Options menu

Choose expense
template

Enter name and
other information

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