Setting The Postage Printing Account Report Preferences; Setting Low Funds Warning For Printing Postage - Pitney Bowes SendPro С User Manual

7. Select the calendar icon next to the Start date of fiscal year field.
a. Select a date on the calendar.
b. Select SET.
The End date of the fiscal year is determined based on the start date you enter. It cannot be
entered manually.
8. Select the Default reporting period field.
a. Select a report period type.
b. Select OK.
9. (Optional) Use the Previous year and Next year buttons to view the reporting periods for the
previous and next year. Use the up and down arrow buttons to scroll through the list of reporting
periods for the current year.
10. Tap OK to return to the Reports screen.

Setting the postage printing account report preferences

Set the account report preferences to determine what level of accounts are reported on (Account, Sub
account or Sub sub account). You can also determine whether accounts are identified by Name or Code.
1. Tap Envelope Printing on the Home screen.
2. Tap Account.
3. Tap the Menu icon.
4. Tap Manage Accounts.
5. Tap the Reports link in the Accounts section.
6. Tap Preferences.
7. Tap to select how accounts should be identified: by Name or by Code.
8. Tap to select the account level you wish to report on: Account, Sub account or Sub sub
account.
9. Tap OK to return to the Reports screen.

Setting low funds warning for printing postage

Set the low funds warning to warn you when your available funds for printing postage reach a certain
amount. Use this warning as a reminder to add more postage to your device.
1. Tap Envelope Printing on the Home screen.
2. Tap Postage Balance.
Pitney Bowes User Guide November 2020
8 • Managing Printing on Envelopes
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