Appendix C: Creating A Custom Expense Report; About Mapping Tables - Palm IIIe Handbook

Appendix C
Creating a Custom
Expense Report
This section explains how to modify existing Expense application
templates and how to create your own custom expense report
templates for use with the Expense application.
Note: This section assumes that you are familiar with Microsoft
Excel or a similar spreadsheet application. If you are not
familiar with Microsoft Excel, consult your company's
Information Services department or another experienced user.

About mapping tables

Before creating or modifying an Expense template, it's important to
understand the function of the Expense Report application. In simple
terms, the Expense Report application is designed to move Expense
data from your Palm IIIe™ organizer into a Microsoft Excel
spreadsheet.
Each Expense Report item stored in your organizer represents a group
of related data. The following data can be associated with an expense
item:
Category
Date
Expense Type
Amount
Payment Method
When you perform a HotSync
Franklin Planner Software on your computer, the Expense data is
stored on your computer (in a file named Expense.txt). When you
open the Expense application in Franklin Planner Software, an Excel
macro starts, and populates an expense template with your data based
on the rules specified in a spreadsheet file named Maptable.xls.
The Maptable.xls file is an editable spreadsheet that functions as a
"mapping table." The function of the mapping table is to guide the
Excel macro in extracting the Expense data. The mapping table tells
Appendix C
Payment Currency
Vendor
City
Attendees
Note
operation between your organizer and
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