Editing accounts, Setting an account period, Editing accounts -6 setting an account period -6 – Pitney Bowes DM900 User Manual

Page 114

Advertising
background image

7 • Standard Accounting

7-6

SV60861 Rev. F

Editing

Accounts

You can change the name of an account, make the account inactive (or

active), add a password or change an existing one, and clear (reset) all

data from the account.
1. Press the

Accounts key.

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

3. Select

Edit Account.

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

want to edit.

5. Select the appropriate option:

a.

Edit Account Name - Select this to change the name of your

account. (Only the chargeable account name can be changed. A

new account with its own subaccounts/subsubaccounts is neces-

sary for new high level account names.)

b.

Status - Select this to change the account’s status to Active or Inac-

tive. Pressing the screen key for Status switches between active

and inactive.

c.

Reset Account - Select this to clear all number of pieces and funds

in this account. When you select this, the system prompts you to

print a report of the account data. Once cleared, the data are unre-

coverable. To keep a record of your data, select

Print Report, then

select

Reset to clear the data. 

Before you can reset or clear individual accounts, you must enable

this feature. Refer to Turning Individual Reset Accounts On or Off in

this chapter.

d.

Change | Add Password - This option allows you to change an

existing password or create one for this account. Passwords are

case sensitive, can be alphanumeric and must be at least four char-

acters. You are prompted to confirm the new or modified password.

Setting an

Account

Period

By default, your mailing system does not have an account period set. If you

set an account period, when your system reaches the end of that period,

you need to reset (clear) all of the data in the accounts before you can pro-

cess mail again.
1. Press the

Accounts key.

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

3. Select

Accounting Period.

4. Select the appropriate accounting period (none, weekly, monthly, quar-

terly, twice a year, or yearly).

5. The system calculates the cutoff date. If you want to type in another

cutoff date press the clear button and enter a cutoff date using the for-

mat: MM DD YYYY

6. Press

Enter.

3

NOTE: Before you can create or change a password, you must enable

this feature. Refer to Turning Account Password Protection On or Off in

this chapter.

4

EXAMPLE: If you select a monthly accounting period and enter a cutoff

date of 03 31 2009, as soon as your system reaches April 1, 2009 (12:01

a.m.), you must reset (clear) your account data. Your machine prompts you

to do so at startup. Once you reset the accounts, the system automatically

resets the cutoff date to 04 30 2009.

Advertising