Expense menus, Record menu – Handspring Treo 300 User Manual

Page 194

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Section 6

186 Application-Specific Tasks

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.

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.

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 28 for information about choosing menu commands.

Record menu

Choose expense
template

Enter name and
other information

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