Filter
Top Products
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