Dm1000 operating guide – Pitney Bowes DM1000 User Manual

Page 108

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SV60951 Rev. A

7-13

DM1000 Operating Guide

7

Organizing Your
Accounting

When accounts are linked (account/subaccount, or account/subaccount/
subsubaccount) they become a set and are treated as one separate
account, with one account number and one password. The existing
account number and password are rolled down to the subaccount when
the first subaccount is created. When you create another subaccount to
this account, you create another linked set of accounts with a different
account number and password.

This type of account structure allows you to view accounts and create
reports that show total charges for the top level account, or you can view
or create reports that show the charges for each of the subaccounts or
subsubaccounts. This is graphically illustrated on the following page using
the above examples.

You can structure your accounts in single or multiple levels. For example,
you can divide a top level department (account) into two or more major
sections or subaccounts. You can further divide these subaccounts into
two or more sections or subsubaccounts. The following examples
demonstrate some of the ways in which you can structure your accounts.

When you create a top level account, you can charge funds and pieces
to that account. This is the working (chargeable) account because at
this point it does not have any subordinate accounts:

Example: Account - Engineering

If you create subaccounts for the original account, they become the
end links in the account chain and identify the departments where you
disperse funds:

Example: Account - Engineering, Subaccount - Software

Account - Engineering, Subaccount - Industrial Design

The original Account now serves as an administrative account that
owns and contains totals for the lower subaccounts.

If you create subsubaccounts for subaccounts, the subsubaccounts
become the end links and identify the departments that are charged
for postage.

Examples:

Account - Engineering, Subaccount - Software,

Subsubaccount - Software Testing

Account - Engineering, Subaccount - Software,

Subsubaccount - Software Design

Account - Engineering, Subaccount - Industrial Design,

Subsubaccount - Graphics and Layout

Account - Engineering, Subaccount - Industrial Design,

Subsubaccount - User Friendly Testing

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