Viewing or editing an account, Deleting an account – Pitney Bowes DM925 User Manual

Page 121

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DM925™ Digital Mailing System Operating Guide

SV62207 Rev. B

7-15

Viewing or
Editing an
Account

You can view or edit the account name, status, budget amount, spending

limit, owner information and description for all of the accounts entered into

INVIEW™ Accounting.
1. Press the Accounts key.

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

3. Select View/Edit Accounts.

4. Select the account you want to view and/or edit by pressing the screen

key that corresponds with the account name, or type in the account

name and press Enter. The View/Edit Accounts screen appears.

5. Select the appropriate option and follow the prompts.

Edit Account Name: Select this option to make changes to the

name of the account you have selected.

Change Speed Code: Select this option to change the speed code

number assigned by the system.

Status: Once you have added an account to the system, you can

set the account active or inactive. Active status is the default setting

for all accounts. If you have an account that you no longer wish to

use, you can set the status to inactive. The inactive account will

remain on the system, but you will not be able to process transac-

tions against it.

Password: The account password is a four digit number that limits

access to an account.

Description: Select this option to edit the account description.

6. Once you have finished viewing and/or editing the account information,

press Enter to exit the View/Edit Accounts screen.

7. Press the left arrow key to return to the Main screen.

Deleting an
Account

When you delete an INVIEW™ account, you remove its data completely.

That data is then unrecoverable. Make sure you do not need the account’s

data before you delete the account. Once you delete an account, its data
cannot be retrieved.

1. Press the Accounts key.

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

3. Select Delete Account.

4. Select the account you want to delete.

5. As soon as you select an account, the system prompts you to print a

report. To keep a record or your account data, select Print Report.

6. Select Delete to remove the account from the system.

7. Press the left arrow key to return to the main screen.

NOTES:

You can only select a chargeable account to delete. The selected

account, subaccount and/or subsub-account, along with its postage and

pieces of mail is deleted.

The subaccounts appear in the display as two separate accounts under

the main account title:

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