All About Accounting Reports - Pitney Bowes Connect+ Series Operator's Manual

Accounting

All about accounting reports

If you have purchased the accounting feature, you can create a series of reports about a specific account
or series of accounts. In order to print an accounting report you need to have a document printer
connected to your machine.
Account Detail report
The Account Detail report lists a summary of pieces, postage and surcharges for an account or all
accounts that have been charged for the time period specified for the report.
Account Summary report
The Account Summary report contains a summary of the pieces and charges by account for a specific
time period. It also contains the total number of pieces processed and postage charged for the selected
time period.
Quick Profile report
The Quick Profile report lists the summary of pieces, postage and surcharges for all of the accounts on
your system.
Transaction Log report
The transaction log report lists the transaction ID, account , pieces, postage, surcharge and total amount
charged for each transaction during the time period specified.
Account List report
The Account List report contains the accounts that have been defined in the system. The accounts are
sorted by account name, then by sub account and sub sub account.
This report also lists the code, name, status, and description (if entered) for each account.
Weight Break by Account report
The Weight Break by Account report contains a summary of the pieces and postage for each weight
break by specific account or all accounts showing the carrier/class used.
Weight Break by Carrier report
The Weight Break by Carrier report contains a summary of the pieces and postage for each weight break
by carrier and class.
Weight Break by Job ID 1 report
Pitney Bowes Operator Guide February, 2018 Page 186 of 349