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Chapter 4 Page 109
Note: You need Microsoft Excel version 5.0 (or later) to view and
print your Expense data using one of the provided templates.
Microsoft Excel is not included with the TRGpro handheld
computer package. The procedures in this section also assume
that you have installed Palm Desktop software. See
“Connecting the cradle” in Chapter 1 for more information.
Creating or printing an expense report
Palm Desktop software makes it quick and easy to view and print
your Expense data in a Microsoft Excel spreadsheet.
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data
to your personal computer.
2. Click Expense in Palm Desktop software to open Microsoft Excel
and the Expense Report configuration dialog box.
Note: If you launch Expense from the Start menu instead of
Palm Desktop software, you must first choose your
handheld computer user name.
3. Click the expense category that you want.
Tip: You can press Ctrl+click to select multiple categories. To
print the expenses associated with all of your Expense
categories, select All in the Categories group.
4. If you want to define an end date for the expense report, enter the
date in the End Date box.
Note: If you do not specify an end date, all expense entries for
the selected categories appear — up to the date of the last
HotSync operation.
Click to select
Categories