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Chapter 6 Page 167
Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your communicator, you can view
and print the data with your computer.
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 Treo
communicator package. The procedures in this section also assume that you have
installed Palm Desktop software as described on page 26.
Creating or printing an expense report
It is 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 computer.
2. Do one of the following:
■ Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report
configuration dialog box.
■ From the Windows Start menu, click Programs, Palm Desktop, Expense Reports, and then
choose your 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.
5. Do one of the following:
■ Click Print to display the expense report in the Print Preview window, and then click Print
in the Microsoft Excel window to print your expense report.
■ Click Create to display a Microsoft Excel spreadsheet containing your expense data. Your
data appears in Microsoft Excel spreadsheet form. You can enter information, make
formatting changes, and save and print the file in the normal manner.
Click to select
Categories