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Sony PEG-N760C Operating Instructions - Page 77

Managing expenses (Expense), Recording a new Expense item

UPC - 027242594203

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Managing expenses (Expense) You can use Expense for many disbursement purposes such as recording expenditures for business trips and personal expenses. A record in Expense is called an "item." Note If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld. Recording a new Expense item Expense allows you to record the date, Expense type, and the amount you spent. You can sort Expense items into categories or add other information to an item. 1 Rotate the Jog Dial™ navigator to select Expense and then press the Jog Dial navigator. Or tap the Expense icon on the Application Launcher screen. The Expense screen appears. 2 Tap New. New Expense item is created. Chapter2 Using basic applications Continued on next page 77

Section	Page
Table of contents	2
About this manual	5
Chapter 1: Basic operations of your Sony CLIÉ Handheld	6
Turning your Sony CLIÉ Handheld on and off	7
Using the stylus	8
Using the Jog Dial™ navigator	10
Entering data into your Sony CLIÉ Handheld	11
Using Graffiti® writing to enter data	11
Using the onscreen keyboard	20
Using your computer keyboard	22
Changing the frontlight level	23
Resetting your Sony CLIÉ Handheld	24
Performing a soft reset	24
Performing a hard reset	25
Chapter 2: Using basic applications	26
Managing schedules and events (Date Book)	27
Scheduling an event	27
Checking schedules	34
Editing Date Book events	40
Using the Date Book menus	45
Managing addresses and phone numbers (Address Book)	47
Creating a new Address Book entry	47
Viewing Address Book entries	49
Editing Address Book entries	53
Using the Address Book menus	59
Managing tasks and things to do (To Do List)	61
Creating To Do List items	61
Viewing To Do List items	62
Checking off a To Do List item	63
Working with To Do List	64
Using the To Do List menus	68
Creating memos (Memo Pad)	69
Creating a new memo	69
Reviewing memos	71
Editing memos	74
Using the Memo Pad menus	76
Managing expenses (Expense)	77
Recording a new Expense item	77
Editing Expense items	79
Using the Expense menus	86
Using Calculator (Calc)	87
Calculating with Calculator	87
Using the Calculator buttons	88
Using the Calculator menus	88
Performing common tasks	89
Using the Application Launcher	89
Categorizing records	93
Finding records	96
Protecting your data (Security)	100
Attaching notes	106
Purging records	107
Using the Edit menu	108
Choosing fonts	109
Chapter 3: Exchanging and updating data using a HotSync® operation	110
What is a HotSync® operation?	111
Performing a local HotSync® operation with the cradle	112
Using the Palm™ Desktop for CLIÉ software	114
Starting the Palm Desktop for CLIÉ software	114
Basic operations of the Palm Desktop for CLIÉ software	114
Locating the Palm Desktop for CLIÉ components	115
Advanced HotSync® operations	116
Setting the HotSync® setup options	116
Customizing HotSync application settings (Conduit)	118
Conducting an IR HotSync operation	120
Conducting a HotSync operation via modem	123
Conducting a HotSync operation via a network	129
Importing data from a Windows application	134
Synchronizing with external data (File Link)	136
Chapter 4: Communicating using your Sony CLIÉ Handheld	137
Beaming between your Sony CLIÉ Handheld and another Palm OS® PDA	138
What you can do with beaming	138
Beaming information	139
Receiving beamed information	140
Tips on beaming information	140
Using Memory Stick® media	141
What is Memory Stick® media?	141
Inserting and removing Memory Stick media	142
Protecting the data in Memory Stick media	144
Starting an application in Memory Stick media	145
Starting an application automatically when Memory Stick media is inserted	145
Viewing information of the inserted Memory Stick media (Card Info)	146
Formatting Memory Stick media	147
Exchanging data via Memory Stick® media	149
Starting Memory Stick Gate (MS Gate)	149
Creating the default folder in Memory Stick media	152
Copying your CLIÉ handheld data to Memory Stick media	153
Copying data in Memory Stick media to your CLIÉ handheld	155
Deleting data in Memory Stick media	158
Using the MS Gate menus	160
How to read the online manual	161
Installing applications to/from Memory Stick® media without using MS Gate	162
Chapter 5: Customizing your Sony CLIÉ Handheld (Preferences)	164
What you can do with Preferences	165
Changing the Buttons preferences	167
Assigning applications to buttons	167
Changing the full-screen pen stroke activities	168
Assigning applications to HotSync® buttons	169
Changing the Jog Dial™ navigator preferences	170
Setting the display format of the time, date, and numbers (Formats)	171
Selecting a country default	171
Selecting the time, date, and numbers formats	172
Setting the Date & Time preferences	173
Setting the date	173
Setting the time	174
Setting the time zone and daylight saving time	175
Setting the General preferences	176
Setting the automatic shut-off time	176
Setting sounds	177
Turning on or off the Beam Receive feature	178
Entering owner information	179
Creating Graffiti® ShortCuts	180
Changing the Network preferences	182
Selecting a service	182
Entering a user name	183
Entering a password	183
Selecting a connection	184
Adding telephone settings	184
Creating additional service templates	185
Adding detailed information to a service template	187
Creating log in scripts	188
Using the Network preferences menus	191
Setting the High Resolution Assist function	192
Chapter 6: Additional information	193
Backing up data of your Sony CLIÉ Handheld	194
Backing up data to your computer through HotSync operation	194
Backing up all CLIÉ data to a Memory Stick media (using MS Backup)	195
Backing up CLIÉ data to a Memory Stick media using MS Gate	197
Using data of another Sony CLIÉ Handheld	199
Using the Palm Desktop for CLIÉ software to transfer data	199
Using Memory Stick media to transfer data	201
Performing HotSync between your old CLIÉ handheld and the new Palm Desktop for CLIÉ software	203
Precautions	204
Notes on use	204
Battery considerations	205
Troubleshooting – Frequently Asked Questions	207
Getting Help	221
Specifications	222
Limited Warranty Statement	223
Index	227
A	227
Address Book	227
Application	227
Application buttons	227
B	227
Backing up data	227
Battery considerations	227
Beaming	227
C	227
Calculator	227
Categories	227
Copying	227
D	228
Date Book	228
Deleting	228
E	228
Entering data	228
Expense	228
F	228
Finding items	228
Frontlight	228
G	228
Graffiti writing	228
H	229
HotSync operation	229
I	229
J	229
Jog Dial navigator	229
L	229
M	229
Memo Pad	229
Memory Stick media	229
MS Backup	229
MS Gate	229
N	230
O	230
P	230
Palm Desktop for CLIÉ	230
Password	230
PIM (Personal Information Management)	230
Preferences	230
R	231
Reset	231
S	231
Setting	231
Stylus	231
T	231
To Do List	231
Transferring data between two CLIÉ handhelds	231
Troubleshooting	231
U	231