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Palm P80870US Handbook - Page 112

Changing the date of an Expense item, Entering receipt details

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Chapter 9 Using Expense 3. Tap the Expense type pick list and select a type from the list. As soon as you select an expense type, your handheld saves your entry. If you do not select an expense type, it does not save the entry. Tap here TIP To attach a note to an entry and work with attached notes, see "Attaching notes" in Chapter 4. Changing the date of an Expense item You can change the date associated with any Expense item. To change the date of an Expense item: 1. Tap the Expense item you want to change. 2. Tap the date of the selected item. 3. Tap the new date. Entering receipt details Expense provides a variety of options that you can associate with an item. To open the Receipt Details dialog box: 1. Tap the Expense item to which you want to assign details. 2. Tap Details. 98

Section	Page
Handbook for the Palm™ Tungsten™ T3 Handheld	1
Contents	3
Setting Up Your Palm™ Tungsten™ T3 Handheld	15
System requirements	15
Minimum requirements: Windows computers	15
Minimum requirements: Mac computers	16
Internet access requirements	16
Upgrade information	16
Step 1: Connect the HotSync® cradle to the computer	17
Step 2: Charge your handheld	17
Step 3: Set up your handheld	17
Step 4: Run Palm Setup Wizard	18
Congratulations!	18
Additional software	18
Performing a daily HotSync operation	19
Exploring Your Handheld	21
Opening and closing your handheld	21
Locating front panel controls	22
Locating top and side panel components	23
Locating back panel components	24
Using the protective cover	25
Adding an expansion card	26
To insert a card:	26
To remove a card:	26
Elements of the handheld interface	27
Displaying online tips	29
To display an online tip:	29
Using the navigator	29
To navigate in list screens, do any of the following:	30
To navigate in record screens:	30
To navigate in dialog boxes:	30
Using the status bar	31
Changing system information	32
Using Bluetooth and connecting to the network from the status bar	32
Rotating the screen	33
Entering Data on Your Handheld	35
Using the onscreen keyboards	35
Using Graffiti® 2 writing	36
To access Graffiti 2 help from an application:	36
To access Graffiti 2 information from Quick Tour:	36
Writing in Graffiti 2 input areas	36
Using Full-screen Writing	37
Graffiti 2 character set	38
Graffiti 2 alphabet	38
Graffiti 2 numbers	39
Punctuation marks	40
Accented characters	41
Symbols and other special characters	41
To write symbols and special characters:	41
Graffiti 2 Gestures	42
Graffiti 2 ShortCuts	43
Beaming data	43
To select a business card:	44
To beam a record, business card, or category of records:	44
To beam an application:	45
To receive beamed information:	45
Sending data	45
Sending data using Bluetooth™ communication	46
To send data using Bluetooth communication:	46
Sending data using e-mail or SMS communication	46
Using your computer keyboard	46
Importing data	47
Importing data from a Windows computer	47
To import data from a Windows computer:	47
Using File Link	48
Importing data from a Mac computer	48
To import data from a Mac computer:	48
Using a portable keyboard	49
Working with Applications	51
Opening applications	51
To open an application on your handheld:	52
Opening expansion card applications	52
Switching between applications	52
To switch to an expansion card:	52
Categorizing applications	53
To categorize an application:	53
To display applications by category:	53
Copying applications to or from an expansion card	53
To copy an application to or from an expansion card:	54
Selecting copy settings	54
To select copy settings:	54
Using menus	55
To open the menu bar:	55
Graffiti 2 menu commands	56
Performing common tasks	57
Creating records	57
To create a record:	57
Editing records	57
Entering text	58
Using the Edit menu	58
To select text in an application:	58
Deleting records	58
To delete a record:	58
Purging records	58
To purge records:	59
Categorizing records	59
To move a record into a category:	60
To display a category of records:	60
To define a new category:	61
To rename a category:	61
Finding information	61
Using Find	61
To use Find:	62
Looking up Contacts records	62
To look up a Contacts record with the navigator:	62
To look up an Contacts record with the stylus:	63
Using Phone Lookup	64
To use Phone Lookup:	64
Sorting lists of records	64
To sort records in Expense:	65
To sort records in Contacts, Note Pad, Voice Memo, Tasks, and Memos:	65
Attaching notes	65
To attach a note to a record:	65
To review or edit a note:	66
To delete a note:	66
Choosing fonts	66
To change the font style:	67
Receiving alerts	67
Receiving alerts on your handheld	67
Receiving alerts from Palm Desktop software	68
To enable an event alert from Palm Desktop software:	68
Hiding or masking private records	68
Installing and removing applications	68
Installing files and add-on applications	68
Installing applications and files on a Windows computer	69
To drag and drop applications or files onto the Palm Quick Install icon:	69
To drag and drop applications or files onto the Palm Quick Install window:	70
To use the command buttons in the Palm Quick Install window:	71
To use the right-click menu to send the file to Palm Quick Install:	72
Palm Quick Install tips	72
Installing applications and files on a Mac computer	73
To install add-on software on your handheld using a Mac computer:	73
Removing applications	74
To remove an add-on application:	74
Removing Palm™ Desktop software	75
To remove Palm Desktop software from a Windows computer:	75
To remove Palm Desktop software from a Mac computer:	76
Using Calendar	77
To open Calendar:	77
Working in Agenda View	78
To display the Agenda View:	78
Setting Agenda View display options	78
Working in Day View	79
To display the Day View:	79
Setting Day View display options	79
Scheduling an event	80
To schedule an event for the current day:	80
To schedule an event for another day:	81
To schedule an untimed event:	82
Scheduling repeating or continuous events	83
To schedule a repeating or continuous event:	83
To delete repeating events:	83
Setting an alarm for an event	83
To set an alarm for an event:	84
Setting an event location	85
To add an event location:	85
Rescheduling an event	85
To reschedule an event:	85
Using categories	85
To categorize an event:	85
To edit a category or create a new category:	85
Working in Week View	86
To display the Week View:	86
Working in Month View	87
Setting Month View display options	88
Working in Year View	89
To display the Year View:	89
Spotting event conflicts	89
Beaming events	90
To beam an event:	90
To beam a category of events:	90
To receive a beamed category of events:	90
Viewing birthday events	90
To view a birthday event:	90
Using Calendar menus	91
Record menu	91
Option menu/Preferences	91
Using Card Info	93
Reviewing Card Information	93
To review Card Information:	93
Renaming a card	93
To rename a card:	93
Formatting a card	94
To format a card:	94
Managing expansion cards	94
Using Card Info help	95
To access Card Info help:	95
Using Contacts	97
To open Contacts:	97
Creating a contact	97
To create a new contact:	98
Displaying additional contact fields	100
To display additional contact fields:	100
Selecting field types	100
To select field types in a contact:	101
Changing Contact details	102
To open the Contact Details dialog box:	102
Creating a business card	102
Making connections from Contacts	102
Quick Connect	103
To use Quick Connect from a contact:	103
To use Quick Connect from the Contacts list:	103
To configure Quick Connect settings:	104
Tap-to-Connect	104
To enable Tap-to-Connect:	104
To make a connection with Tap-to-Connect:	104
Using Contacts menus	105
Record menus	105
Options menus	106
Using Palm™ Dialer	107
To open Palm Dialer:	107
Configuring phone preferences and connecting to your mobile phone	107
Dialing a number	108
To dial a number:	108
Redialing the most recently dialed number	108
To redial the most recently dialed number:	108
Using speed dial	109
To add a speed-dial entry:	109
To dial a speed dial entry:	109
To edit a speed-dial entry:	109
Dialing a number from the Call History list	110
To dial a number from the Call History list:	110
Using Expense	111
To open Expense:	111
Adding expense items	111
To add an expense item:	111
Changing the date of an Expense item	112
To change the date of an Expense item:	112
Entering receipt details	112
To open the Receipt Details dialog box:	112
Customizing the Currency pick list	113
To customize the Currency pick list:	113
Changing the default currency	114
To change your default currency:	114
Defining a custom currency symbol	114
To define a custom currency symbol:	114
Setting Show Options	115
To open the Show Options dialog box:	115
Working with Expense data on your computer	115
Setting the automatic fill preference	116
Using Memos	117
To open Memos:	117
Creating memos	117
To create a new memo:	117
Reviewing memos	118
To review a memo:	118
Using Memos menus	118
Record menus	118
Options menus	118
Using Note Pad	119
To open Note Pad:	119
Creating a note	119
To create a new note:	119
To clear the screen:	120
Reviewing notes	120
To review a note:	120
Changing Note Pad color settings	120
To set the colors:	121
Setting an alarm for a note	121
To set an alarm for a note:	121
Using Note Pad menus	122
Record menu	122
Options menus	122
Using Phone Link	123
What can you do with a phone connection?	123
Setting up a phone connection	124
To configure a phone connection on your handheld:	124
To configure Bluetooth settings for your phone connection:	125
Configuring network service settings for your phone	127
To configure a GPRS high-speed wireless data service connection for your phone:	127
To configure a dial-up connection:	128
Updating the phone files on your handheld	129
To update the phone files from your Windows computer:	129
To update the phone files from your Mac computer:	130
Using phone connections	130
To make an infrared connection:	130
To make a cable connection:	130
To make a Bluetooth connection:	131
Using Palm™ Photos	133
To open Palm Photos:	133
Viewing photos	133
Viewing photos in Thumbnail view	133
To view photos in Thumbnail view:	134
Viewing photos in List view	134
To view photos in List view:	135
Sorting photos in List view	135
To sort photos in List view:	135
Viewing a slide show	136
To view a slide show:	136
To adjust the delay between photos during a slide show:	136
Rotating photos	137
To rotate a photo:	137
Viewing photo information	137
To review photo information:	137
Creating an album	138
To create an album:	138
Filing photos in albums	138
To file photos in albums:	138
Copying photos	139
To copy photos:	139
Renaming or deleting an album	140
To rename an album:	140
To delete an album:	140
Beaming photos	140
To beam photos:	140
Deleting photos	141
To delete photos:	141
Working with photos on your computer	141
Using Palm Photos menus	142
Options menu	142
Using SMS	143
To open SMS:	143
Configuring phone preferences and connecting to your mobile phone	143
Using the navigator in SMS	144
To navigate in SMS list screens:	144
To navigate in message screens:	144
Creating messages	144
To create a message:	144
Sending and receiving messages	145
To send and receive messages at the same time:	145
To send all messages in your Outbox:	145
To download all messages from your phone:	145
Viewing messages	146
To view text messages in your Inbox:	146
To view data messages in your Inbox:	147
Working with draft messages	147
To place a message in the Draft category:	147
To view or edit draft messages:	147
Adding a signature to a message	148
To define a signature:	148
To add your signature to a message:	148
Sending data from another application	149
To send data from another application:	149
Setting SMS Preferences	149
To view or change SMS Preferences:	150
Using SMS menus	152
Message menu	152
Options menu	152
Using Tasks	153
To open Tasks:	153
Creating tasks	153
To create a task:	153
Setting priority	154
To set the priority of a task:	154
Checking off a task	154
To check off a task:	154
Changing task details	155
To display the Tasks Details dialog box:	155
Setting a due date	155
To set a due date for a task:	155
Setting an alarm	156
To set an alarm for a task:	156
Scheduling repeating tasks	156
To schedule a repeating fixed-interval task:	156
To schedule a task that repeats at fixed intervals after a prior instance of the task is completed:	157
Display options	158
Using the display filters	158
To use the display filters:	159
Setting Tasks Preferences	159
To change Preferences settings:	159
Using Palm™ VersaMail™ Personal Email Software	161
VersaMail™ application features	161
Getting started with the VersaMail application	161
Synchronizing an existing username	162
Upgrading a MultiMail/VersaMail database	162
To upgrade an existing e-mail database for use with the VersaMail application:	162
Setting up and managing email accounts	162
Account and connection types	163
Network e-mail account prerequisites	163
Using an ISP	164
Using a corporate e-mail account	165
VPNs	165
Creating an e-mail account	166
To create a network e-mail account:	166
Entering the account username and password	167
To enter the account username and password:	168
Entering the name of the incoming and outgoing mail server	168
To enter mail server settings:	168
Setting mail retrieval options for a POP or IMAP account	169
To set mail retrieval server options for a POP or IMAP account:	170
Setting outgoing mail options	171
To set outgoing mail options:	171
Adding a signature	172
To add a personal signature:	172
Setting advanced outgoing mail options	173
To set advanced outgoing mail options:	173
Testing your new account	173
Editing e-mail accounts	174
To select the account to edit:	174
Deleting an e-mail account	174
To delete an account:	174
Selecting a different service for a given e-mail account	175
To set up a service for a given e-mail account (different from the default service for your handheld):	175
Adding ESMTP to an account	177
To edit an account and add ESMTP:	177
Troubleshooting account access problems	178
Getting, sending, and managing e-mail	178
Getting e-mail	178
Choosing the e-mail account and displaying the Inbox	178
To display an account and its Inbox:	179
Getting e-mail by subject or getting the entire message	179
To get e-mail messages:	179
Auto get mail with notification	181
Scheduling auto get mail	181
To set up a scheduled auto get mail:	181
Auto get notifications	183
Setting notification options	184
To set notification options:	184
Making your handheld buzz or blink when you get new email	184
To make your handheld buzz or blink when you get new e-mail:	185
Viewing and using the Reminders screen	185
To view the Reminders screen:	186
Auto get mail retries	187
Resource issues with auto get mail	188
Inbox icons in the VersaMail application	188
Reading e-mail	189
To read a message using the navigator:	189
Plain text and HTML e-mail	190
To select whether to receive e-mail messages in HTML or in plain text format:	190
Viewing other folders	191
To view other folders:	191
Managing display options in the folder’s list view	191
To change the sort order:	192
To select a one-line or two-line view:	192
To display or hide a column in a folder’s list view:	193
To change the font:	193
To select colors for read and unread mail:	194
To change the size of a column in the folder’s list view:	195
To change the font of a composed message:	195
Moving e-mail between folders	196
To move one e-mail message:	196
To move multiple e-mail messages:	198
Creating and editing mail folders	199
To create and edit e-mail folders:	199
Creating and sending new e-mail	200
To create a new e-mail message:	200
Addressing a message by typing the address	201
To enter the address:	201
Addressing a message using Contacts	202
To use an address from Contacts:	202
Using Smart Addressing to address a message	203
To use Smart Addressing to address a message:	203
Turning Smart Addressing on or off	204
To turn Smart Addressing on or off in VersaMail Preferences:	204
Composing and sending e-mail	204
To compose the rest of the e-mail and send it:	204
Send retry	205
To select automatic send retry:	206
Send retry notifications	206
Modifying messages in the Outbox	207
Outbox icons in the VersaMail applications	207
Completing drafts	207
Attaching a personal signature	207
To create a personal signature:	208
Forwarding e-mail	208
To forward e-mail:	208
Replying to e-mail	209
To reply to an e-mail message that you are reading:	209
To reply to an e-mail message from the folders list:	210
Working with URLs	211
Working with attachments	212
Downloading attachments to your handheld	212
To download an attachment:	214
Downloading large attachments	216
To determine if a message has an attachment or multiple attachments that exceed the maximum message size:	216
To download a single attachment that exceeds the maximum message size:	216
To download multiple attachments whose total size exceeds the maximum message size:	217
Saving attachments to an expansion card	217
To save an attachment to an expansion card:	217
Attaching files from a handheld application	218
To attach a file from a handheld application:	219
Attaching files from an expansion card	220
To attach a file from an expansion card:	220
Forwarding an attachment	222
To forward a message with an attachment:	222
Deleting messages	222
To delete one or more messages:	222
To delete messages before a certain date:	223
Emptying the trash	224
To empty the trash:	224
To have the trash emptied automatically:	225
Marking messages as read or unread	225
To mark messages as read or unread:	225
Setting preferences for getting and deleting e-mail	227
To set e-mail preferences:	227
Adding or updating a Contacts record directly from a message	228
To add a new Contacts record:	228
Synchronizing e-mail between the handheld and the desktop	229
Configuring account settings in HotSync Manager	229
To start Palm VersaMail HotSync Conduit:	229
Setting synchronization options and account settings	230
To configure an account and set the synchronization options:	230
Account information screens	238
To view the Account Overview screen:	239
To view the Handheld Settings Overview screen:	239
Palm VersaMail HotSync Conduit shortcuts	239
Verifying handheld account settings before synchronizing accounts	240
Synchronizing an account	240
To select which accounts are synchronized during a HotSync operation:	240
Synchronizing multiple accounts	241