Before using the setup procedures, Viewing accounts, Creating accounts – Pitney Bowes DM900 User Manual

Page 112

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7 • Standard Accounting

7-4

SV60861 Rev. F

Before Using

the Setup

Procedures

1. If your system has a supervisor password set up, you must enter that

password before you can enter the account setup mode.

2. If you have not set up any accounts yet, as soon as you press the

Accounts key on the control center, the system prompts you for the

supervisor password. As soon as you enter the password, the system

displays the “Set Up Accounts” screen.

3. If you have already set up accounts, pressing the Accounts key dis-

plays a list of all the accounts. Press the right arrow key to enter the

“Set Up Accounts” screen.

Viewing

Accounts

1. Press the

Accounts key.

2. Press the right arrow key to enter the “Set Up Accounts” screen.

3. Select

View Accounts.

4. The names of your top level accounts appear. Select the account you

want.

5. The system displays the total funds and total pieces for that account

which includes the rolled up totals for all its subaccounts and subsubac-

counts. If the account has subaccounts, you can also select

View Sub-

account and View Subsubaccount to get the information for each.

Creating

Accounts

To create a new account:
1. Press the

Accounts key.

2. Press the right arrow key to enter the “Set Up Account” screen.

3. Select

Create Account/Sub.

4. Select

Create a New Account. The system prompts you to enter an

account name.

5. Type in the name using the keyboard or numeric keypad and press

Enter. The “Account Information” screen appears and displays the

options:

• Edit N

ame

• Edit N

umber

• Add | Change Password

• Add Subaccount (to account) | Subsubaccount (to subaccount)

• Create Another Account | Subaccount | Subsubaccount

6. Select the appropriate option and follow the prompts.

If you want to password protect this account, select the

Add Password

option. You will be prompted to enter a password and then confirm it.

Passwords are case sensitive, can be alphanumeric and must be at

NOTE: Passwords are case-sensitive.

1

2

NOTES:

By default, the system assigns the next available account number to

your new account. If you want to assign a different number, select the

Edit Number option.

If you want to password protect this account, select the

Add Password

option. You will be prompted to enter a password and then confirm it.

Passwords are case sensitive, can be alphanumeric and must be at

least four characters. (You need to enable password protection before

you can protect an individual account. Refer to Turning Accounting

Password Protection On or Off in this chapter.

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