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Technical
Support for ExpensePlus bundled with
Palm's
“Smarter Business Case” CD
Frequently Asked Questions
Q: I
already had ExpensePlus on another older Palm powered device, and
I'm trying to upgrade to version 1.1 that came on the CD that was
shipped with my new Palm. Can I install this new version 1.1 on my
old Palm?
A. This new
version of ExpensePlus (1.1) was only created for the "Smarter
Business Case" CD.
If you try to put it on another Palm with an older version of
ExpensePlus already installed, it will not work. Do not attempt
to do this. If you've already attempted to do this and now you're
reading this message after you installed 1.1 over an older version
of ExpensePlus, then delete ExpensePlus on that Palm and then
reinstall it using the previous version of ExpensePlus that you
got with that device.
Q:
I purchased ExpensePlus sometime ago, and I tried using my old
serial number with this new version, and it didn't work. What
am I doing wrong?
A. You
need to use your new ExpensePlus serial number that came bundled
with your m515
to unlock the new version of ExpensePlus that cam on the "Smarter
Business Case" CD. Any older serial number you had on
an older version of ExpensePlus will not work on this new
bundled version.
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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 Windows computer, as well as to any
other enterprise expense reporting system including systems developed
with Lotus Notes, SAP, Oracle, MS Access, etc.
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 organizers and they each buy a copy
of ExpensePlus from WalletWare, we'll do a link to your custom corporate
expense report form for free! Contact s-support@walletware.com
for more information.
WalletWare
has created many links already.
If WalletWare has already created a link to your company's expense
report form, we'll give that custom link to you free of charge if
you register your version of ExpensePlus online!
Q: How do I
send just one Expense Report to my computer during a HotSync session,
instead of all
of my Expense Reports?
A.
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'm getting
an error when doing a HotSync with my Windows computer. The error
states "Copy Method of Worksheet Class Failed"
A. The VB
scripts that ExpensePlus invokes to create your expense reports
in Excel uses OLE Automation to copy the Excel template to use
to generate your report. If you get the error message above, that
usually means there were not enough "System Resources"
available on your Windows computer during your HotSync session
to copy the Excel template first in order to generate a blank
expense report for ExpensePlus to populate with your expenses.
Note that running out of System Resources on Windows is different
than running out of memory or running out of disk space. Excel
generates the "Copy Method" error message and sends
the message back to the VB script that you're using (the default
script is the "Business List" script) and the VB script
displays it on your computer screen. In 99% of the cases, simply
closing all copies of MS Excel (and possibly all other opened
applications on your Windows computer) will usually solve this
problem. If not, try restarting your computer (to clear all used
system resources) and try your HotSync again before you open any
other program or application.
In addition,
if you try to send too many expense reports (this can be as few
as 2 or 3 on some computers) to your Windows computer at the same
time during the same HotSync session, then Excel might run out
of System resources while ExpensePlus attempts to open too many
copies of Excel at the same time. To solve this problem, mark
all of your expense reports as "Submitted" except for
2 or 3 at a time during each HotSync session. Then go back to
your Palm and mark those as submitted and uncheck the "Submitted"
boxes in 2 or 3 more expenses, and do another HotSync. Repeat
until all expense reports have been generated.
If this last
issue happens to you frequently, you might consider submitting
your expense reports a little more frequently instead of letting
them accrue on your Palm, preventing a buildup of multiple unsubmitted
Expense Reports at one time on your Palm powered device.
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.
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
-
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
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.
First check
to ensure you have plenty of memory and disk space on your desktop
computer. Also see Chapter 6 of the ExpensePlus User Handbook found
on your Start menu. If you've checked the user Handbook and are
still having problems, then check the following:
-
If
you recently reinstalled the Palm Desktop software, 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,
and you'll then need to reinstall all your third party Palm
software on your Windows computer. You do not need to install
ExpensePlus, however, on your Palm again if all you did was
reinstall the Palm desktop software.
-
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...)
-
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.
-
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 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 or laptop computer, select "Custom" menu
in the HotSync Manager, and select the ExpensePlus conduit. Make
sure everything is turned on in that window. You should have "Handheld
Overwrites Desktop" selected, and you should have "Auto
Generate Expense Reports" checked in the ExpensePlus conduit.
-
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.
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