ExpenseManager 4.0 User's Manual (Palm OS Handhelds)

Topics covered in this manual:  

Requirements and Compatible devices

Requirements: ExpenseManager requires IBM's WebSphere Micro Environment available at: http://www.palm.com/us/support/jvm/

Compatible devices: Treo 600 and Treo 650 smartphones, Tungsten T5, Tungsten C, Tungsten T3, Tungsten E2, Tungsten E, LifeDrive, and Zire 72 handhelds.

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Installation Instructions

1. Extract EM_v4_Palm_trial.zip into a temporary location on your hard drive.
2. Double-click the ExpenseManager_4t.prc file.
3. An Install Tool window opens. If asked, choose the device to which you want to install the file (if you have only one device, you may not see this window).
4. The main Install Tool window opens. If you want to install additional files, just drag and drop them into the Install Tool window.
5. Click Done.
6. Perform a HotSync operation to transfer the application to your device.

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Application Overview

ExpenseManager helps you in keeping a record of Your daily Expenses while you are on move & allows you to generate and send customized Expense Reports by email in CSV format for easy integration with Microsoft® Excel. A must have utility for Executives, Frequent Travelers, or Anyone who wants to keep a track of his/her Expenses.

The following information can be stored in ExpenseManager,
1. Date
2. Description
3. Amount
4. Currency
5. Payment Method
6. Category

ExpenseManager also allows you to Export Records by email in HTML format, suitable for printing or as CSV file for backup and easy integration with spreadsheets.

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Application Settings

Preferences

To facilitate faster entry of expense items and to save Your precious time while exporting records or sending reports, ExpenseManager allows You to save your preferences for

To save your Preferences, select 'Tools' -> 'Preferences' from the 'Main Menu'.

SMTP Settings

To send reports or to export records  by email you will have to configure settings for an email account with SMTP support. When you use the application for the first time you will be prompted to save your 'SMTP Settings', enter the required information, save your settings and then restart the application.

The following information is required:

1. SMTP Host
2. Requires Authentication
3. User Name
4. Password
5. Email

You can retrieve the SMTP settings from Outlook/Outlook Express or any other desktop email client that you might be using.

If you are using Outlook Express you can retrieve the correct settings as:

1. Launch Outlook Express, select 'Tools' -> 'Accounts..' the 'Internet Accounts' dialog appears.
2. Select 'Mail' tab.
3. Select the desired Account and click on 'Properties'
4. Select the 'Servers' tab.
5. Look for 'Outgoing mail (SMTP)' field under Server Information, this is your SMTP Host as required by the application.
6. Look for the check box 'My server requires authentication', if the check box is selected means your SMTP server requires authentication in such a case you need to select 'YES' in 'Requires Authentication' choice in the application.
7. Click on 'Settings..' to retrieve the User Name and Password.

If you are using Outlook you can retrieve the correct settings as:

Launch 'Outlook' select Tools -> Options -> Mail Setup -> E-mail Accounts -> select 'View or change existing e-mail accounts' click 'Next' select the desired account and click 'Change...' to retrieve the settings.

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Expense Reports

ExpenseManager provides you with a powerful reporting section where You can create customized reports according to your requirements and send them by email in CSV (Comma Separated Values File) for integration with Microsoft® Excel or other spreadsheets. To Generate a report, select 'Generate Report' option from the 'Main Menu'.

Date

  1. Date - You can select a time period for which you wish to generate a report.

Note: While selecting a date range make sure that the 'From' date precedes the 'To' date.

Payment

  1. Select the option 'Include Payment Method' if You wish to include the payment information in the report.

Categories

  1. Select the option 'Include Category information' if You wish to include category information in the report. If selected the report will have an additional column which will display the category of the expense item.
  2. You can select the categories which You wish to include in the report. Expense items recorded under the selected categories will be included in the report.

Once You have made the selections select 'Generate' to generate and send the report.

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Export

ExpenseManager allows you to export your expense data in CSV (Comma Separated Values File) or HTML formats.

1. If you want to export a file with all expense entries, from the Main Menu select View All -> Export Records. Provide a destination email address, set a subject and select Send. 

2. If you wish to export expenses recorded under a particular category, from the Main Menu select View By Category -> Export Category.

3. If you wish to export a brief Expense Report which contains Total Expenses to date and total expenses under each category - Use the Export Summary option available on the  Expense Summary screen which is displayed when you select the Expense Summary option from the Main Menu.

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Feedback and Support

For further assistance contact us at support@twistsoft.com or fill our Technical Support Request form. To submit your feedback, suggestions and bugs fill our Feedback form.

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Last Modified on August 28, 2006