Creating, Editing Or Deleting An Account - Pitney Bowes Connect+ Series Operator's Manual

Accounting

Creating, editing or deleting an account

You build your accounting structure by creating an account, creating a sub account and creating a sub
sub account on the mailing system.
Once you have created your account structure, you may want to change account attributes such as the
account name, code, description, status or password by editing the account on the mailing system.
If you want to remove an account and its data, you can delete the account on the mailing system.
You can create, edit or delete an account in two ways:
by selecting the Manage Accounts button in the Mailing tile on the Home screen, or
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by selecting Account on the Run Mail screen and then selecting Options
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Note:
If users are enabled on your system, supervisor access rights are required to create, edit or delete an
account.
Creating an account
Note:
If users are enabled on your system, this feature is only available to users with supervisor access rights.
If you are using Business Manager accounting, this feature is available to all users.
1. You can create an account in two ways:
by selecting the Manage Accounts button in the Mailing tile on the Home screen, or
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by selecting Account on the Run Mail screen, selecting Options and then Create new
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account
2. Select Create new account.
Pitney Bowes Operator Guide February, 2018 Page 160 of 349