Setting The Accounting Period - Pitney Bowes DM125 Operator's Manual

2 • System Setup for INVIEW™ Accounting

Setting the Accounting Period

You need to set up the fiscal year (accounting period) so the system
can track the transactions under the proper accounting dates used
within your organization. You can also choose the intervals (monthly,
quarterly, etc.) that you use for reporting your accounting data.
1. Press the Home key to display the Home screen, then press the
appropriate softkey to select Select an account.
mmm dd yy
◄Select an account: Name
◄CLASS: None
◄SCALE: 0lb 0.0oz
2. Select Setup INVIEW.
ACCOUNTS
◄Manage INVIEW accts
◄Setup INVIEW
◄Manage Transactions
NOTE:
i
to enter it to gain access accounting setup functions.
3. Select Accounting periods. The Set New Acct. Period screen is
displayed with the current accounting period dates.
SET NEW ACCT. PERIOD
(mm/dd/yy-mm/dd/yy)
◄Standard
◄Custom
You have a choice of viewing or changing the following:
• Standard - allows you to set up a standard (12-month)
accounting year. Continue with Step 4 on next page.
• Custom - allows you to set up a custom accounting year
(something other than 12-months). Continue with Step 5 on
page 2-8.
SV62371 Rev. A
≡0.00≡
If the supervisor password is enabled, you may need
2-7