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Section 2: Understanding Your Phone
2L: Expense Manager 119
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.
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.
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.
3.
Select the expense category using one of the following techniques:
Click an expense category. 
To select multiple categories, press and hold the “CTRL” key on your 
desktop computer keyboard while selecting categories with your 
mouse. 
Select All in the Categories group to print the expenses associated 
with all of your Expense categories.