Customizing existing sample templates, To customize a sample expense report template – 3Com III User Manual

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Page 148

Applications Handbook for the Palm III Organizer

Customizing Existing Sample Templates

Four sample Expense Report templates come with Palm Desktop.
These templates are stored in the Templates folder (which is in the
same folder as the Palm Desktop 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 information.

To customize a sample Expense Report template:

1. Make a backup copy of the contents of the Templates folder.

2. Double-click the name of the sample template you want to modify

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 cells
to a different location or add or delete rows or columns,
you will have to make changes to the Maptable.xls file.

Note:

You can insert your own company logo without changing
the Maptable.xls file. However, if you change the file
name, 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 Palm III organizer data. For example,
you can change “Snack” to “Munchies” — and then all
items entered on your Palm III organizer as “Snack” will
map to the cell(s) labeled “Munchies.”

apps.bk : apps.fm5 Page 148 Thursday, June 4, 1998 12:54 PM

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