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Q:
My company uses their own custom expense report form. How do I link
ExpensePlus to my company's corporate form?
A. ExpensePlus
was designed to link directly to any custom corporate expense report
form in Microsoft Excel on any Mac or Windows computer.
If you need
help linking ExpensePlus to your employer's corporate form, we'll
do the link for you for a modest fee. Or if you can find 10 people
in your company that use Palm PDAs or Pocket PCs and they each buy
a copy of ExpensePlus, we'll do a link to your custom corporate
expense report form for free! Contact (918) 477-9152
for more information.
We
have created many links already.
If you work for a large corporation, contact us at the number above
to see if a link has already been created. If so, we'll give that
custom link to you free of charge when you purchase a copy of ExpensePlus!
Q:
How do I send just one Expense Report to my computer during a HotSync
or ActiveSync session, instead of all of my Expense Reports?
A.
When you open an expense report on your Palm or Pocket PC within ExpensePlus,
tap on the Report Info item in the View menu, you'll
see a check box called "Submitted". Only expense
reports without this check box checked will be automatically opened
on your desktop computer during a HotSync or ActiveSync 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 or ActivveSync sessions.
Q:
I'm running Mac OS X Leopard (10.5). Will ExpensePlus work with
Mac OS X 10.5?
A. Yes,
ExpensePlus for Palm will run on Mac OS X. However, Leopard
introduced a problem where Microsoft Excel 2004 will report
its version number in the wrong format. If you're using Leopard
and Excel 2004, then you'll need to download and install separate
script files. Click
here to download the new "ExpensePlus"
installer for Leopard users (posted December 3, 2007)
Q:
I'm using a Palm OS 5.0 or later device. Will ExpensePlus run on
it?
A. The
current version, version 1.2, will run on any handheld device
or smartphone running Palm OS 2.0 and later (including Palm
OS 5). If you have an older version of ExpensePlus prior to
1.2 and have a Palm OS 5.0 device, you should
upgrade to version 1.2 or later of ExpensePlus because older
versions of ExpensePlus (1.1.0 and 1.0.9 and earlier) are not
compatible with Palm OS 5.0 devices. Our early tests with Palm
OS 6.0 show that ExpensePlus 1.2.4 runs well on Palm OS 6.0
devices. However, an update might be required once Palm 6.0
device actually begin shipping.
Q:
I'd like to try ExpensePlus before buying it. Do you have a trial
version so that I can try it before buying it?
A. We
do have a way to try ExpensePlus before you buy it. It's not
a separate version of the software, but it's the main program
you download from this website. When you first install ExpensePlus,
it runs in 'demo' mode. It is fully functional, except that
you're limited to 30 expenses in 2 expense reports. There
is no time limit on the demo, so you can try it as long as
you'd like to ensure it's the best product to fill your needs
in expense reporting. When you're ready to purchase ExpensePlus,
we can convert it from running in 'demo' mode, to a fully
functional product via email or by phone. The instructions
on how to purchase and unlock the software are found in the
"About ExpensePlus..." menu item while running on
your handheld device.
Because
we do have a liberal trial period with ExpensePlus (i.e. there
is no time limit while in demo mode), we feel this give you
plenty of time and opportunity to try every aspect of the
software before you buy it. Therefore, we currently offer
no refunds of ExpensePlus since you have can easily explore
every feature of it and even have access to the complete user
handbook -- with no time limit to explore these features --
before making the decision to buy it. So please learn everything
you can about the product before you buy it. We feel the more
you learn about our product, the more likely you'll end up
buying it.
Q:
I'm getting an error when doing a HotSync (Palm only) with my Windows
computer. The error states "Copy Method of Worksheet Class Failed"
A. If you
upgrade to version 1.2.3 or higher
of ExpensePlus, this will eliminate this problem in most cases.
Version 1.2.3 (and higher) will help you avoid inadvertently erasing
over
your
blank
Excel expense report template.
However, if
you're getting this error message with the latest version of ExpensePlus,
and if you're using the latest version of Microsoft Excel (which
uses a lot more memory per copy of Excel that is opened than previous
versions of Excel), then you probably are indeed running out of
memory. Try closing all
opened copies of Excel before doing a HotSync. Also, try marking
all expense reports on your Palm as already "Submitted" except
for just one at a time. If this works, then you can try increasing
the number of expense reports you send to your desktop during a
HotSync session until you find the limit of your system before
your desktop computer runs out of memory.
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?
A. Pocket PC
users, see the ExpensePlus help file to learn how to turn off the
ExpensePlus conduit with the ActiveSync Manager. Palm users, please
see the instructions below...
If you don't
want any expense reports sent to your desktop during a HotSync session
(Palm users only), simply turn off the ExpensePlus Conduit. To turn
off the ExpensePlus Conduit, please follow these instructions:
Windows
Users
-
Click
on the HotSync icon in the lower right corner of your Windows
computer (see illustration to the right)
- Select the
Custom... menu item
- Double click
on the ExpensePlus conduit
- Select Do
Nothing
- Check the
Set As Default check box so that it will always do nothing
until you need your expense reports
Macintosh Users
- OS 8 – 9
-
Click
on the Palm icon in the upper right corner of your menu bar
- Select the
HotSync Manager menu item
- Select Conduit
Settings from the HotSync menu
- Double click
on the ExpensePlus conduit
- Select Do
Nothing
- Click Make
Default
- Click OK
Macintosh Users
- OSX
-
Launch
the HotSync Manager from your Applications:Palm folder (or open
your Palm Desktop software)
- Click on the
HotSync menu on your Menu bar.
- Select "Conduit
Settings" menu item (or press Command-J)
- Double click
on the ExpensePlus conduit
- Select Do
Nothing
- Click Make
Default
- Click OK
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!
Note that your
expense report data will still be backed up. The ExpensePlus Conduit
that you just turned off only generates your expense reports in Excel.
By doing the steps above, you're only turning off the feature that
generates your reports in Excel. The "System" conduit
(a software HotSync conduit that came with your Palm device when you
bought it) is in charge of backing up all your data
on your device (not just the ExpensePlus data). It backs up the ExpensePlus
data along with all your other third party programs' databases everytime
you HotSync. So in the case of a disaster with your device (i.e. your
batteries die, you lose your device, it gets stolen, or it breaks,
etc.), you can set your "System" conduit to "Desktop
Overwrites Handheld" and can all the unlocked third party programs
and all your database will be restored to the exact condition it was
in during your previous HotSync session. But during normal HotSync
sessions, leave your System conduit set to "Handheld Overwrites
Desktop" to ensure that you're backing up all the data and programs
on your enter device everytime you HotSync.
Q:
I'm using Excel 2004 on OS X, and am getting an error message when
I do a sync. Is there an update available for Excel 2004 users?
A:
If you're using Microsoft Excel 2004 on Mac OS X (released around
June 1, 2004), then if you have a version of ExpensePlus for Palm
that you downloaded prior to June 1, 2004 (but after January 2003),
then simply download the software again and reinstall it.
Click here to go to the download page. If you purchased a version
of ExpensePlus prior to January 1, 2003, then you may need to pay
for an upgrade to ExpensePlus 1.2.4. See the following web
page for more information to determine if you have an older
version of ExpensePlus that may need to be upgraded.
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.
-
If
you recently reinstalled the Palm Desktop software and
after you did this, ExpensePlus stopped working, you'll need
to uninstall ExpensePlus and reinstall it on your desktop computer,
too. Reinstalling your Palm Desktop software usually wipes out
the recognition of any of your third party software conduits
(including the ExpensePlus conduit), and you'll then need to
reinstall all your third party Palm software on your Windows
or Macintosh computer. You do not need to install ExpensePlus,
however, on your Palm handheld again if all you did was reinstall
the Palm desktop software. Use the "Setup_ExpensePlus.exe"
program to reinstall the software on your Windows computer,
or the "ExpensePlus Installer" to reinstall the software
on your Macintosh computer. Click
here to go to the page to download the latest version of the
ExpensePlus software.
- If you installed
Expense on a removable card, then simply copy it back to internal
memory. You'll need to copy the ExpensePlus Color library back
to internal memory, too, if you want to see the ExpensePlus icons
in color.
-
Make
sure at least one Expense Report on your Palm organizer does
not have the "Submitted" check box checked
in its "Report Info" window. (See screen shot on the
right...)
You
can access this window by selecting "Report Info" from
your "View" menu on your Palm. This window also appears
whenever you create a new expense report on your Palm, or if you
show a listing of all your expense reports in the "Open Expense
Report..." window.
-
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 probably get a blank Business Expense Report
on your screen -- depending on which Excel form you're using --
when you HotSync or do an ActiveSync.
-
If
all of your expenses are "Personal" expenses on your
Palm device, then you need to select the "Personal Expense
List" from the "Scripts" menu from within the ExpensePlus
Receiver program on your Desktop computer. If your expenses are
Business expenses, then you should choose anything but the "Personal
Expense List" in the "Scripts" menu from the ExpensePlus
Receiver.
- Make sure
you have the latest version of
ExpensePlus on both your Palm and on your desktop/laptop computer.
If the software doesn't exist on your desktop computer, then nothing
will happen during your HotSync session!
-
On
your desktop computer, select "Conduit Settings" (Mac)
or "Custom" menu (Windows) in the HotSync Manager, and
select the ExpensePlus conduit. Make sure everything is turned
on in that window. Click here to learn
how to open your ExpensePlus conduit if you need help in finding
your list of HotSync conduits. You should have "Handheld
Overwrites Desktop" selected, and you should have "Auto
Generate Expense Reports" checked in the ExpensePlus conduit.
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.
 Run
the ExpensePlus Receiver for Windows (found on your "Start"
menu on your Windows computer). There is a "- None -"
option in the Scripts menu in the ExpensePlus Receiver.
If this is selected, then nothing will happen. Make sure this
isn't selected. (Mac users don't have the "None" option.)
Make sure
you haven't inadvertently downloaded and installed the "Gelco"
version of ExpensePlus from Gelco's website if you're expecting
to generate your expense reports using Microsoft Excel. The Gelco
version only works with Gelco's ExpenseLink/Direct. It does not
generate expense reports in Excel. If you're not using Gelco's
ExpenseLink/Direct on your desktop computer, and you want to generate
your expense reports in Microsoft Excel, then you'll want the
WalletWare version of ExpensePlus. To check to see if you have
the "Gelco" version of ExpensePlus, go to the "About
ExpensePlus..." menu item under the File menu on your Palm.
If your copy of ExpensePlus is published by "Gelco",
then you have the wrong version to generate Excel reports. If
this is the case, then delete ExpensePlus from your Palm, uninstall
it from your Windows computer, and click
here to download and install the WalletWare version of ExpensePlus
that will work with MS Excel.
If you're
using Palm Desktop 2.6.3 or older on your Macintosh OS 9.2.2 or
older, then you need to have ExpensePlus version 1.0.9a both on
your Macintosh and your Palm. Version 1.1 or later of ExpensePlus
requires Palm Desktop 4.0 or 4.1 or higher.
If you're you
have the right version of ExpensePlus running with your version
of the Palm Desktop on your Mac, and if nothing opens in Excel during
your HotSync session, you might be running out of memory on your
Macintosh, especially if you're running a Mac with 16 MB of RAM
or less. This could also potentially happen with a Mac running 32
MB with a large RAM cache, or if lots of other applications are
open at the same time. Try this first:
-
Restart
your Mac with just your Mac OS extensions enabled. Make sure no
other applications are running.
-
Manually
launch the HotSync Manager (double click on it from the
Finder)
-
Launch
ExpensePlus Receiver
-
Launch
Microsoft Excel (or FileMaker Pro).
-
With
all three programs running simultaneously, go to the Finder, and
select "About This Computer".
-
Look
at the "Largest Unused Block". If it is less
than 2 MB, then you probably don't have enough memory available
to successfully link to Excel or FileMaker.
-
If
you have more than 2 MB free, then try it again -- it should work
now.
If after trying
these steps, you discover you have less than 2 MB free, try reducing
the amount of memory required in the ExpensePlus Receiver
and in the Excel program (try reducing the preferred size
to equal the minimum size first) until you have at least 2 MB of
free memory available when all three programs are running. (The
extra 2 MB of RAM are necessary to run the AppleScript files.)
If you have
more than one copy of the HotSync Manager on your computer, or if
you removed your standard conduits that come with the Mac Palm Desktop
software, then this may confuse the ExpensePlus Installation program.
If the ExpensePlus conduit doesn't appear in the list of conduits
after you install ExpensePlus, this usually means you have multiple
copies of the HotSync Manager on your Macintosh. Delete the copy
you're not using, and try again. Or you can manually install the
ExpensePlus Conduit by dragging and dropping it into the Conduits
folder in your Palm folder.
Because the
HotSync Manager will not work with Mac OS X 10.0, you must run
Mac OS X version 10.1, 10.2, or 10.3 (or later) on your Mac to
HotSync with your handheld device.
In addition,
you should be using version 4.0, or 4.1 or later of the Palm Desktop.
Earlier versions of the Palm Desktop (such as version 2.6.3 or
earlier) will not run on Mac OS X.
You haven't
done so already, you must install the latest
OS X version of ExpensePlus (version 1.1.4 or later).
Q:
How can I see some of the other sample expense report forms that
are included with ExpensePlus?
A: Windows
users: After you HotSync, you'll see the "ExpensePlus
Receiver" window appear. Or, you can open the "ExpensePlus
Receiver" from your 'Start:Programs' menu on your Windows
computer. You can select the different expense report forms from
the "Scripts" menu of that ExpensePlus Receiver window.
Then simply do another HotSync to see your reports appear in your
selected expense report format.
Mac OS
users: Find the "ExpensePlus for Palm" folder on
your Mac and then open the "ExpensePlus Receiver" from
that folder. Then select the expense report template you'd like
to use from the Scripts menu. Do another HotSync to see your reports
using the selected Excel template. If you'd like to preview the
blank templates without doing a HotSync, open the templates found
in the "ExpensePlus Templates" folder by simply double-clicking
them from the Finder.
Mac OS
X users: Open the "ExpensePlus" program on your
Mac's Dock after you HotSync. Then double click any of the forms
in the list on the right side of the screen to see your reports
in that particular expense report format.
Q:
How do I learn more about ExpensePlus?
 A:
If you've installed ExpensePlus by downloading the software on
your desktop or laptop computer, then you already have the "ExpensePlus
User Handbook" installed on that computer. Windows users
can find the User Handbook on their "Start" menu at
"Start:Programs:ExpensePlus:ExpensePlus User Handbook".
Mac users will find the ExpensePlus User Handbook in their "ExpensePlus
for Palm" folder at their root directory on their Hard Drive.
After opening
the User Handbook, use the "Find" and "Find Again"
command to find any feature of which you're interested with ExpensePlus.
Q:
I
have a color device, but ExpensePlus is appearing in black and
white. How do I get it to appear in color?
 A:
For Pocket PC owners, ExpensePlus always appears in color. For
Palm owners, ExpensePlus appears in color only if you have the
color icon library file installed on your Palm. The color icons
are stored separately from the main application for the benefit
of Palm owners that have a black and white Palm with limited storage
space. If you have a color Palm and ExpensePlus appears in black
and white, you can either run the ExpensePlus installer (or Setup)
program again, or you can simply install the file shown to the
right of this description (just click on the icon on the right,
download the file, then double click that file and do a HotSync
to install it.) Click here for more
details.
Q:
I
just tried to install ExpensePlus on my Macintosh and at the end of
the installation I receive the error: "Error creating file"
/ "1008:5, -5000 Access denied error" which is followed
by "You don't have enough access privileges for this installation."
What do I do to get past this message?
A: There was
a bug in Apple's iSync software version 1.2 that,
when installed, would mark your HotSync Conduits folder as 'read
only'. This bug causes any software installer that attmpts to install
a conduit into that folder (as ExpensePlus does) to be prohibited
from doing so. This will only happen with Palm software that includes
a Macintosh conduit, and installers that don't require system administrator
login screens when installing the software. So if this is happening
to you when you try to install ExpensePlus now, it will also happen
to you again in the future when you attempt to install any other
Palm software that has its own conduit and that doesn't request
administrator permission during the install process. So this is
a bug you'll definitely want to fix on your Mac!
PalmOne has
documented this problem on their website and they haveincluded a
link to a patch that they provide for Mac users that fixes this
permissions problem. We also have documented this particular issue
on our "Buy Now" and "Demo" web pages here at
walletware.com where you download our ExpensePlus for Mac OS X installer.
You can either
manually change your permissions for your Conduits folder using
your Mac's Finder (if you know how to do this), or you can download
this permissions 'fixer' program from PalmOne's website found at
http://www.palmone.com/us/support/downloads/permissions_fixer.html
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