Overview Of Inview Accounting Activation And Setup - Pitney Bowes DM125 Operator's Manual

2 • System Setup for INVIEW™ Accounting

Overview of INVIEW Accounting Activation and Setup

The table below provides an overview of the process of setting up
INVIEW accounting. It covers the entire "life cycle" of an account,
from creation to deletion.
Step Action
Turn On
1
Accounting
Feature
2 Create a
Supervisor
Password
(optional)
3 Set Station ID
(optional)
4 Setting the
Accounting
Period
5 Setting Global
Surcharges
(optional)
6 Configuring
Barcode
Scanner
(optional)
7 Create
Account
8 Maintain (Edit)
Account
2-2
Description/Procedure
Turns on INVIEW Accounting. This is necessary
before you can create accounts in INVIEW. See
later section in this chapter for procedure
If you establish a Supervisor password, a user will
need to enter this password to add, edit, or delete
Accounts; and for clearing Account totals. Also,
you need to set up a Supervisor password before
you can enable Account passwords. See later
section in this chapter for procedure.
The Station ID is printed on accounting reports to
identify the mailing system where the reports were
generated. This feature is useful when you have
several different mailing systems that generate
reports. See later section in this chapter for
procedure.
Sets up your accounting periods and fiscal year.
See later section in this chapter for procedure.
You can set up a global surcharge is that applies
to each transaction (or piece) processed by
INVIEW Accounting
™
chapter for procedure.
If you are using the optional barcode scanner,
you can set how it interprets data read from the
barcode label attached to mail pieces that have
a USPS Confirmation Services feature applied
on them. See later section in this chapter for
procedure.
Sets up your account name (and password if
desired). See Chapter 3, Setting up Accounts for
procedure.
Allows you to change various attributes of an
account. See Chapter 3, Setting up Accounts for
procedure.
.
See later section in this
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