Windows Edition

Chapter 6 Page 167
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 Options.
3. Enter name, department, and other information as necessary for your expense report.
4. Click the Templates menu; then select an expense template.
Note: If you want to create your own custom expense template and have it appear in the
Templates menu, see Appendix C for more information.
5. Click OK.
Expense menus
Expense menus are shown here for your reference, and Expense features that are not explained
elsewhere in this guide are described here.
See page 61 for information about choosing menu commands.
Record menu
Options menu
Choose expense
template
Enter name and
other information