Deleting An Account - Pitney Bowes DM125 Operator's Manual

3 • Setting Up and Working With Accounts

Deleting an Account

IMPORTANT:
• 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 or until you
have cleared the data in the account (see previous section).
Follow the steps below to delete an account.
1. Press the Home key to display the Home screen, then select
Select an account.
2. Select Manage INVIEW Accounts.
NOTE:
i
to enter it to gain access to all of the accounting functions
3. Press Page Down and select Delete an Account.
4. The Select Account screen allows you to select from all of
the available account, sub account, and subsub account
combinations on the system. If necessary, use the green down
arrow key to scroll through the list. Select the account you want
to delete.
5. When prompted to delete the account, select the Yes/Enter or
No button on the control panel. If successful, an Account Deleted
screen is displayed. You can select Yes to select another
account to delete, or select No to finish.
NOTE:
i
message appears stating this. You will need to either wait
until the fiscal year has ended or clear/upload the data
manually before you can delete this account.
3-8
If the supervisor password is enabled, you may need
If the account you wish to delete has active data, a
SV62371 Rev. A