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Section 14
182 Expense Manager
Importing Data into Microsoft Excel
Once you have entered expenses in the Expense application on
your phone, the Palm Desktop software allows you view and
print the data with your computer.
Note: You must have 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 your phone
package. The procedures in this section assume that you have
installed Palm Desktop. (For more information, see
“Installing the Palm Desktop Software” on page 15.)
Creating and Printing an Expense Report
Your phone 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 the latest Expense
data to your desktop computer.
2. Click the Expense application in the Palm Desktop
application to open Microsoft Excel and the Expense
Report configuration dialog box.
Note: If you launch the Expense application from the Start
menu instead of the Palm Desktop application, you must first
choose your user name.