Deleting An Account - Pitney Bowes DM300c Operator's Manual

4 • Setting Up and Working With Accounts

Deleting an Account

When deleting accounts be advised that:
• Deleting an account deletes all of the information for that
account.
• If there is any information connected to an account (for example,
transaction data), the system will not allow you to delete the
account until the end of the fiscal year. Instead it allows you to
mark the account as inactive. The system will notify you when
the last period of the fiscal year ends. At that time, you must
select the inactive accounts you want to permanently delete and
redefine the yearly fiscal period.
If there is no information connected to the account, the system will
actually remove the account when you delete it.
Follow the steps below to delete an account:
1. Press the Menu key.
2. Select Accounts. The Accounts screen displays.
NOTE:
i
to enter it to gain access to all of the accounting functions.
3. Select Delete Account. The Select Account screen displays
with a list of all the available account, sub account and subsub
account combinations on the system.
4. If necessary, use the green down arrow key to scroll through the
list. Select the account you want to delete. The Confirm Delete
screen displays.
5. Select Yes, Delete. The Account Deleted screen displays.
6. Select Yes to delete additional accounts. Repeat steps 4 and 5
in this section to delete the account.
Select No if you are done deleting accounts. The system returns
to the Accounts menu.
4-10
If the supervisor password is enabled, you may need
SV62683 Rev. A