ExpensePlus Upgrade

ExpensePlus^{®
for Palm}

Version1.2.5 Upgrade

Upgrade Details

If you are a qualified registered user of ExpensePlus for Palm version 1.0.0 through 1.1.4, you can now upgrade your ExpensePlus software to version 1.2.5 for Windows users (and version 1.2.4 for Macintosh Users)

Version 1.2.x of ExpensePlus was created primarily to support users of handheld devices that are powered by Palm OS 5 (Tungsten series, and Sony Clie NX, NZ and UX series handhelds, as well as the Treo 600 smartphone). However, there are a few new features in version 1.2.x that users of any Palm powered handheld or smartphone will enjoy and appreciate:

Increased stability and robustness running on any Palm powered device, but most noticeably on devices running Palm OS version 5.x and later.

Ability to distinguish between company cars and personal autos, including separate mileage reimbursement rates and odometer readings for each car type. The reimbursement rate for a company provided car is 0.00/mile, but you can change this default irately tapping the 'rate' button in the odometer window of a mileage slip after selecting "Company Car" in that mileage slip. Personal car mileage rate defaults are still set in the "General Preferences" window as in previous versions of ExpensePlus.

Improved formatting options of the "Lookup" feature in the Expense Slip's Details window. All names in the address book are now shown in the Lookup window.

You can enter any portion of a company name (or last name if your address book is sorted by last name) in the "Names" field of ExpensePlus, and if that portion of the name is unique, you can highlight it and ExpensePlus will instantly return the full name, title, and/or company name into the "Names" field of the "Details" window

Business List format in Excel now includes the Foreign amount in a separate column

Fix of bad 'date' in the sample Excel Business List form

Expense Report file names on the Palm now appear as the worksheet name when HotSync'ing with the ExpensePlus sample reports in Microsoft Excel

Support for OS X and Desktop 4.0 for Mac OS X users. Click here for new features for Mac users.

Fixes for Cash Advance formatting problems for customers living in Japan, Italy, and countries using the Russian Rubles.

Improved formats for Excel sample files.

ExpensePlus Serial numbers are now based on the Palm User Name instead of the hardware serial number. This eliminates the need for the ExpensePlus user to get a new serial number whenever the user changes to a new device, as long as the HotSync Palm User Name remains the same.

Upgrade Fees:

If you download and install the Windows upgrade, the upgrade fee is $8 per user.

If you download and install the Macintosh upgrade (Palm Desktop 4.0 only) the upgrade fee is $15. The upgrade for Mac users is slightly higher due to the many new features that were added for Mac OS X users. The Mac OS X version of ExpensePlus (version 1.1) released December, 2002 was $15. This new version 1.2 includes the version 1.1 upgrade for Mac OS X (and for Palm Desktop 4.0 for OS 9 users) as well as all the other details found in the feature list above for version 1.2. The version 1.1 upgrade from previous versions was also $15. So you're getting both the 1.1 upgrade and the 1.2 upgrade for the same price as the cost for the version 1.1 upgrade alone.

How to Upgrade

To update ExpensePlus on your Palm, do the following steps:

Go to the appropriate ExpensePlus link that follow these instructions below.
Complete the instructions on the screen to purchase the upgrade at the discounted upgrade price. Make sure you enter your Palm User ID name correctly (it is case sensitive) when you purchase the upgrade.
Download the software, paying particular attention to exactly where you're downloading the file on your hard drive.
Then after downloading the upgrade go to that location on your hard drive and double click that file to run the installer.

For Windows, the file you will download will start with the title:"Setup_ExpensePlus".

For Mac owners, the file you will download starts with the title "ExpensePlus_Installer"
Finally, follow the instructions on your screen to install the software on your Desktop computer. Then do a HotSync. This will install the files onto your handheld device. (Note: during this first HotSync session, if you have the ExpensePlus conduit turned on, you may get an expense report with unexpected data. This is because you have the newest version on your desktop, but still have the older version on your Palm. As soon as you install and run the newer version of ExpensePlus on your Palm, you'll get your correct expense reports in Excel on your next HotSync session.)

If you are a registered and licensed user of ExpensePlus, you will automatically be sent a serial number often within hours, but usually within 1 business day that will unlock the ExpensePlus upgrade on your handheld device.

If you no longer have your original ExpensePlus software on your desktop computer or Palm, don't worry -- the installer will install the new version anyway. You don't need to have the old version installed in order to upgrade. You will, however, get a new serial number from WalletWare when you purchase the upgrade via Handango but only if you purchased a version of ExpensePlus sometime in the past. In the future, you won't have to get a new serial number again each time you change devices as long as your Palm User Name remains the same and you continue to use version 1.2.x of ExpensePlus.

If you are upgrading, and if an older version of ExpensePlus is already installed on your Palm, DO NOT DELETE ExpensePlus from your Palm organizer before upgrading! If you do, you will lose all of your expense report data. If you accidentally do this, it is possible to restore your ExpensePlus data from your most recent backup (or from your last HotSync session). Call (918) 477-9155 if you need help restoring your expense data if you accidentally delete all of it from your Palm.

Finally, just as you would with any accounting or finance software, make sure you backup your expense data before upgrading ExpensePlus to the new version. Do a HotSync and save all your expense reports in Excel on your desktop or laptop computer before you upgrade your software.

Click here to go to the next page to purchase the ExpensePlus upgrade:

ExpensePlus for Windows users - Note: you must be a registered user and licensed owner of ExpensePlus for Palm version 1.1 or earlier (Windows version) to receive a new serial number. If you are not a registered user, you will not receive a refund for the $8 upgrade, and you will not receive a new upgraded serial number from WalletWare. So please be sure you're a registered user before clicking on this link to purchase the upgrade.

Download ExpensePlus for Palm and Macintosh OS X (Tiger, 10.4 or Leopard, 10.5, and higher).using Palm Desktop 4.0 or higher. Download and install the software on your Mac and your Palm. The run ExpensePlus on your Palm and follow the instructions to upgrade on your Palm screen (you can upgrade via email or by phone -- instructions will be on your Palm screen)

ExpensePlus for Macintosh OS 9.2 through OS X 10.3 users using Palm Desktop 4.0 or higher for Mac - Note: you must be a registered user and licensed owner of ExpensePlus for Palm version 1.1 or earlier (Mac version) to receive a new serial number. If you are not a registered user, you will not receive a refund for the $15 upgrade (Handango does not offer refunds), and you will not receive a new upgraded serial number from WalletWare. So please be sure you're a registered user before clicking on this link to purchase the upgrade.

Note: if you're still using Palm Desktop 2.6.3 or earlier on Mac OS 7 through 9, then you must continue using version 1.0.9a of ExpensePlus. Only upgrade to this newer version if you're using Mac OS X or if you're now using Palm Desktop 4.0 or 4.1 or higher.

The main reason to upgrade to version 1.2 of ExpensePlus is for Palm OS 5 compatibility (and for Mac users, OS X compatibility). Version 1.0 through 1.1 of ExpensePlus would run well on any Palm device powered by Palm OS version 4.2 and lower. However, version 1.2 of ExpensePlus is required for Palm devices running Palm OS 5.0 or higher. We have a separate detailed page that lists all the new features and bug fixes in every past version of ExpensePlus, including the most recent version 1.2.5. Note that version 1.2.5 is required for Palm OS 5.4 and higher (Tungsten T5 and Treo 650 devices).

	ExpensePlus for Windows users - Note: you must be a registered user and licensed owner of ExpensePlus for Palm version 1.1 or earlier (Windows version) to receive a new serial number. If you are not a registered user, you will not receive a refund for the $8 upgrade, and you will not receive a new upgraded serial number from WalletWare. So please be sure you're a registered user before clicking on this link to purchase the upgrade.
	Download ExpensePlus for Palm and Macintosh OS X (Tiger, 10.4 or Leopard, 10.5, and higher).using Palm Desktop 4.0 or higher. Download and install the software on your Mac and your Palm. The run ExpensePlus on your Palm and follow the instructions to upgrade on your Palm screen (you can upgrade via email or by phone -- instructions will be on your Palm screen)
	ExpensePlus for Macintosh OS 9.2 through OS X 10.3 users using Palm Desktop 4.0 or higher for Mac - Note: you must be a registered user and licensed owner of ExpensePlus for Palm version 1.1 or earlier (Mac version) to receive a new serial number. If you are not a registered user, you will not receive a refund for the $15 upgrade (Handango does not offer refunds), and you will not receive a new upgraded serial number from WalletWare. So please be sure you're a registered user before clicking on this link to purchase the upgrade. Note: if you're still using Palm Desktop 2.6.3 or earlier on Mac OS 7 through 9, then you must continue using version 1.0.9a of ExpensePlus. Only upgrade to this newer version if you're using Mac OS X or if you're now using Palm Desktop 4.0 or 4.1 or higher.