HP 620Lx HP 620LX/660LX PalmTop - (English) User Guide - Page 105

Changing the Payment Methods list, Adding a payment method, Editing and deleting payment methods,

Page 105 highlights

Changing the Payment Methods list Payment methods refer to the accounts or funds you use to pay for your expenses. Adding a payment method 1. From the Lists menu, choose Payment Methods. 2. Tap New, fill in the information at the Add New Payment Method window, and tap OK. • In the "Account Type" section, choose the Account Type for this payment method. • In the "Paid by" section, indicate whether you or your company pays for this payment method. 3. Make any other changes you want to the Payment Methods list, and then tap Done. Editing and deleting payment methods 1. From the Lists menu, choose Payment Methods. 2. Select the payment method you want to edit or delete. • To edit a payment method, tap Edit. You can change the payment method name and the account type. • To delete a payment method, tap Delete. Confirm that you want to delete the selected payment method. 3. Make any other changes you want at the Payment Methods List window, and then tap Done. Managing Envelopes, Folders and Files Envelopes contain the expense information you've entered for each of your expense reports. Envelopes are organized in folders, and both envelopes and folders are contained in an ExpensAble file. • Group related envelopes into folders. • If you don't plan to use folders, slide the spacer to the left to "hide" the folders and give you more room for your envelopes. ! Note Many of the tasks in the following table are on the shortcut menu in the Envelopes window. WorkingwithHPPrPe-aIlnmstaolplePdCAUppsleircaGtuioidnes- 95

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HP Palmtop PC User Guide - 95
Changing the Payment Methods list
Payment methods refer to the accounts or funds you use to pay for your expenses.
Adding a payment method
1. From the Lists menu, choose Payment Methods.
2. Tap New, fill in the information at the Add New Payment Method window, and
tap OK.
In the “Account Type” section, choose the Account Type for this
payment method.
In the “Paid by” section, indicate whether you or your company pays for
this payment method.
3. Make any other changes you want to the Payment Methods list, and then
tap Done.
Editing and deleting payment methods
1. From the Lists menu, choose Payment Methods.
2. Select the payment method you want to edit or delete.
To edit a payment method, tap Edit. You can change the payment
method name and the account type.
To delete a payment method, tap Delete. Confirm that you want to delete the
selected payment method.
3. Make any other changes you want at the Payment Methods List window, and
then tap Done.
Managing Envelopes, Folders and Files
Envelopes
contain the expense information you’ve entered for each of your ex-
pense reports. Envelopes are organized in folders, and both envelopes and
folders
are contained in an Expens
Able
file.
Group related envelopes into folders.
If you don’t plan to use folders, slide the spacer to the left to “hide” the folders
and give you more room for your envelopes.
Note
Many of the tasks in the following table are on the shortcut menu in the Envelopes
window.
WorkingwithPre-InstalledApplications
!