Application Guide

152 pdQ Applications Handbook

QUALCOMM Proprietary 80-68789-1 Rev X2, PRELIMINARY - 10/26/98

Customizing Existing Sample Templates

Four sample Expense Report templates come with Palm Desktop. These

templates are stored in the Templates folder (which is in the same folder as

the Palm Desktop application).

If the layout of one (or more) of these templates is appropriate for your

reporting needs, you can easily customize the templates with your company

name and other information.

To customize a sample Expense Report template:

1 Make a backup copy of the contents of the Templates folder.

2 Double-click the name of the sample template you want to modify to

open it in Microsoft Excel.

3 Make any changes that you want to the names (or other information)

in the sample template.

Do not insert rows or columns in the sample template. Doing so

changes the way your Expense data maps to the template and

causes errors. If you want to move the cells to a different location

or add or delete rows or columns, you will have to make changes to

the Maptable.xls file.

You can insert your own company logo without changing the

Maptable.xls file. However, if you change the file name, you need

to make a corresponding change in the Maptable.xls file.

You can also rename cells without changing the Maptable.xls file

— provided that the expense type corresponds to pdQ smartphone

data. For example, you can change “Snack” to “Munchies” — and

then all items entered on pdQ smartphone as “Snack” will map to

the cell(s) labeled “Munchies.”

4 Choose Save As from the File menu to open the Save As dialog.

5 Click Save as type drop-down list and choose Template (*.xlt).

pdQ Apps.book Page 152 Monday, October 26, 1998 10:50 AM