Book Image

The Microsoft Outlook Ideas Book

By : Barbara March
Book Image

The Microsoft Outlook Ideas Book

By: Barbara March

Overview of this book

Microsoft Outlook, in tandem with Microsoft Exchange Server, provides a powerful environment for sharing information. This book will show you how to take advantage of that to construct solutions for your business or organization from the features of Outlook. This book is a collection of scenarios that incorporate and link many Outlook components to produce surprisingly powerful functionality. Without the need for code or specially-written applications, you will be extracting information from your Outlook Calendar, Contacts and Tasks folders to create solutions like these: Monitoring staff leave and printing schedules Managing meeting rooms and printing invoices Managing fleet vehicles, their records, and servicing Managing a school class calendar, student records, attendance, assignments, and reports
Table of Contents (8 chapters)

A Calendar View that Records Your Expenses


This view will provide a simple, logical and safe way to record and store your mileage and expenses. Completing your expenses claims will no longer involve storing for weeks numerous scrappy pieces of paper with hastily scribbled mileage figures. Once the expense details are entered into this view, the scrappy pieces of paper can be thrown away and the expense claim can be completed in a sane and organized fashion.

Ensure that the items in your calendar for which you will be claiming expenses are assigned to a suitable category, e.g. Expenses.

Creating the Calendar View

  1. 1. Create a new view of your calendar from the Define Views | New option and name the view My Expenses, with the following Outlook fields:

  2. 2. In the View Summary dialog box, click Fields, and select the fields: Subject and Start, and click OK.

  3. 3. We will now create the following new manual fields:

Name

Type

Format

Purpose

Hotel

Currency

2 decimal format

The manual entry of any hotel expenses

Miles

Number

All digits

The manual entry of mileage

Rail Cost

Currency

2 decimal format

The manual entry of train fare

Misc

Currency

2 decimal format

The manual entry of any miscellaneous costs

  1. 4. We will also create the following three new Formula fields:

Name

In the Formula Field window

Cost per mile

Format(0.4,"£#0.00")

Mileage Cost

Format([Miles]*[Cost per mile],"£#0.00")

Total Expenses

Format([Hotel]+[Mileage Cost]+[Rail Cost]+[Misc],"£#0.00")

  1. 5. Continuing the design of the view, set Group By to (None).

  2. 6. Set Sort items by to Start | Descending.

  3. 7. From the Filter | More Choices | Categories option, select the Expenses category.

  4. 8. Exit the View Summary and from the Format Columns dialog box rename the following fields as follows:

Field name

New name

Format

Subject

Expenses

 

Start

Date

Date only

What Just Happened?

When we apply the My Expenses view to the calendar, we see a list of the events that are assigned to the Expenses category, for which we have expenses to claim, and fields representing the various types of expense. Initially some of the fields will contain #ERROR messages. These errors can be ignored as they will disappear when you start entering the data.

The Cost per mile field is storing the value of 0.4 and is formatted as currency (meaning 40p per mile). This field does not need to be in the view. Once a mileage cost is set it should not change often and it does not need to be in the view for the calculation to work. The rate can be changed by altering the figure 0.4 in the formula in the field.

The Mileage Cost field will calculate the mileage cost by multiplying the number of miles recorded in the Miles field by the cost per mile and the result will be formatted as currency.

When you enter figures in the Hotel, Misc, Rail Cost or Miles fields, the Total Expenses field will automatically add the values of all the expense fields and format the result as currency.

If there are no costs for a particular field—for example if you went by train and not by car there will be no mileage—make sure that you enter a zero where there was no cost otherwise some fields, including Total Expenses will return the #ERROR message. Empty fields must contain a zero for the calculation to complete.

The Result

Here is the finished My Expenses view of the calendar:

When it is time to claim your expenses, do a printout of this view and complete your claim form from the details on the printout.

Those items not to be claimed next time can be excluded from the view by removing them from the Expenses category.