Using Expense Report Templates - Symbol SPT 1700 Series Product Reference Manual

At this point, your Expense data appears in Microsoft Excel spreadsheet form. You can enter
information, make formatting changes and save and print the file in the normal manner.

Using Expense Report Templates

Symbol Palm Terminal Desktop software comes with several expense report templates. When
you use one of these templates, you can edit your Expense data in Microsoft Excel. If you
want to streamline or customize your expense reports, you can change these templates. For
example, you can add your company name to a template. See Appendix A, Expense
Templates for sample templates and Appendix B, Creating a Custom Expense Report for
details on changing templates.
To view your Expense data using a Microsoft Excel template:
1. Display your Expense data in a Microsoft Excel spreadsheet as described in the
previous procedure.
2. Click the Options button to open the Expense Report Options dialog.
3. Enter name, department and other information as necessary for your expense report.
4. Click the Templates menu, then click an expense template. See Appendix A, Expense
Templates for samples.
Note: If you want to create your own custom expense template and have it
appear in the Templates menu, refer to Appendix B, Creating a
Custom Expense Report.
Applications: Expense
Enter name and
other information
Choose expense
template
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