Using expense report templates, Using expense report templates -11 – Symbol Technologies SPT 1500 User Manual
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Applications: Expense
At this point, your Expense data appears in Microsoft Excel spreadsheet form. You can enter
information, make formatting changes and save and print the file in the normal manner.
Using Expense Report Templates
Palm Desktop software comes with several expense report templates. When you use one of
these templates, you can edit your Expense data in Microsoft Excel. 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. See Appendix A, Expense Templates for sample
templates and Appendix B, Creating a Custom Expense Report for details on changing
templates.
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 the Options button to open the Expense Report Options dialog.
3. Enter name, department and other information as necessary for your expense report.
4. Click the Templates menu, then click an expense template. See Appendix A, Expense
Note: If you want to create your own custom expense template and have it
appear in the Templates menu, refer to Appendix B, Creating a
Custom Expense Report.
Choose expense
template
Enter name and
other information