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Q: How do I upload my Expense Reports once I have synced my Palm to my computer?

  1. To upload your expense reports you must sign into the expense reporting system.

  2. Select the My Expense Reports tab if you are not already there.

  3. Select the Attach External Report link

  4. Either type the path to where your Palm expense report is located or use the browse button to navigate to the file you wish to upload. If you have a My Documents folder the expense reports will be located in folder named Expense Reports in your My Document folder. Also, in the process of syncing your Palm to your computer the folder will open on your desktop where the expense reports have been placed.

  5. You now have the option to attach your expenses captured on the Palm to either a new report or an existing report by making the appropriate selection from the Attach to list.

  6. Then click on the Attach button and the expense items will be uploaded into your expense report.

Q: How do I send just one Expense Report to my computer during a HotSync session, instead of all of my Expense Reports?

When you open an expense report on your Palm organizer within ExpensePlus, then tap on the Report Info item in the View menu, you'll see a check box with the title Submitted. Only expense reports without this check box checked will be automatically opened on your desktop computer during a HotSync session. So after you've sent an expense report to your desktop or laptop computer, check this check box so that it won't automatically open the same report on future HotSync sessions.

Q: I only want my Expense Reports to be created once per month (or once a week). How do I turn off the ExpensePlus feature during my normal daily HotSync session?

If you don't want any expense reports sent to your desktop during a HotSync session, simply turn off the ExpensePlus Conduit. To turn off the ExpensePlus Conduit, please follow these instructions:

Windows Users:

  1. Click on the HotSync icon in the lower right corner of your Windows computer

  2. Select the Custom... menu item

  3. Double click on the ExpensePlus conduit

  4. Select Do Nothing

  5. Check the Set As Default check box so that it will always do nothing until you need your expense reports

Now ExpensePlus will not create your expense reports during your HotSync sessions. When you're ready to generate one or more expense reports, simply turn on the ExpensePlus Conduit (but don't change the default.) Then when you do a HotSync session, ExpensePlus will generate your report(s), then automatically turn itself off again!

Q: I'm trying to send my Expense Report to my desktop or laptop computer, but nothing seems to happen during or after my HotSync session.

All Users:

First check to ensure you have plenty of memory and disk space. If that looks OK, then check the following:

  • Make sure you have the latest version of ExpensePlus on your Palm and on your desktop/laptop computer.

  • Select "Custom" menu (Windows) in the HotSync Manager, and select the ExpensePlus conduit. Make sure everything is turned on in that window.

  • Make sure at least one Expense Report on your Palm organizer does not have the "Submitted" check box checked in its "Report Info" window.

  • On the ExpensePlus Receiver for Windows, there is a "- None -" option in the scripts. If this is selected, then nothing will happen. Make sure this isn't selected.

  • Make sure that you have at least one Business Reimbursable expense (and on a personal credit card, cash or check) in ExpensePlus on your Palm if you're sending the report to a business reimbursable form in MS Excel. You can check the Totals window in ExpensePlus to verify that you have a Reimbursable Amount Due. If this number is 0.00, then you will get a blank Business Expense Report on your screen when you HotSync.

Windows Users:

Make sure you have Excel (Excel 97 or later) properly installed on your computer. If you get an error message with a reference to an "Active X Component", then Excel is not properly installed on your computer.

If you only have version 5 of Excel, then contact us to get a copy of our Excel templates for version 5 users.

If you have Excel 97 or later, try opening the "C:\Palm\ExpensePlus\Scripts " directory on Windows and double clicking on one of the Excel templates. If the Excel template does not open, then you may need to reinstall Microsoft Excel on your computer.

If you have other technical questions not answered here or in the ExpensePlus User Handbook, then call 949 559-8255 or write to support@walletware.com