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CLIE Operating Instructions
Using your CLIÉ handheld
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Using Expense report templates
Palm™ Desktop for CLIÉ software includes several expense report templates.
When you use one of these templates, you can edit your expense data in Microsoft Excel.
To view your expense data using a Microsoft Excel template, click Options after creating an expense report.
Click the Templates menu, and then select an Expense template. Then, click OK.
The templates have the extension .xlt and are stored in the Template folder in the C:\Program Files\Sony Handheld directory on your computer.
To see what a template looks like before you use it, open the template in Microsoft Excel.
Expense menus
This section explains the menu commands specific to Expense. The Record and Options menus differ
depending on the screen displayed.
Record menus
Delete Item: Deletes the current Expense item.
Purge: Allows you to delete any category that is no longer used from the Expense category set. Run this
command to save memory on your CLIÉ handheld.
Option menus
Preferences:
Use automatic fill: Lets you select an Expense type by writing the first letter of an Expense type in the
Graffiti
®
writing area. For example, if you write the letter <T>, it enters the Taxi Expense type. Writing <T>
and then <E> enters Telephone, which is the first Expense type beginning with the letters TE.
Default Currency: Specifies the currency to be displayed as the default currency.
Custom Currencies: You can create and add a new currency if you cannot find the currency you want to
use in Expense.
About Expense: Shows the version information for Expense.