Important Notes Regarding Operator Functions; Inview/ Budget Manager Account Structure - Pitney Bowes dm475m series Operator's Manual

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12 • Inview/ Budget Manager Accounting

Important Notes Regarding Operator Functions

Deleting Operators
If there is transaction data associated with an operator and you
delete the operator, the system does not actually remove the
operator until the end of the fiscal year. Instead, the operator
becomes inactive, and will not be able to log on to the system.
At the end of your fiscal year, you will get a prompt that the last
reporting period has ended. At that time, you must select the inactive
operator(s) you want to permanently delete and redefine the yearly
fiscal period.
If there is no information connected to the operator, the system will
actually remove the operator at the time you delete it.
Viewing/Editing Operators
The Viewing/Editing Operators screen allows you to access operator
specific information that has been entered into the Budget Manager
system. You can view or edit the operator's name; lock or unlock
the operator; enable, disable, or edit a password; enable or disable
report printing; and edit the access level.

INVIEW/ Budget Manager Account Structure

You can use INVIEW/ Budget Manager to track and account for
postage used by departments or individuals within your organisation.
Your system is set up to accept a total of 74 characters for single
level accounts, a total of 73 characters for an account and sub
account, and a total of 72 characters for an account, subaccount,
and subsubaccount.
When accounts are linked (account-subaccount, or account-
subaccount-subsubaccount) they become a set and are treated as
one separate account, with one account number and one password.
The existing account number and password are rolled down to the
subaccount when the first subaccount is created. When you create
another subaccount to this account, you create another linked set of
accounts with a different account number and password.
NOTE: Only the lowest level of the account hierarchy is
chargeable. This means that transactions can only be posted to that
account.
12-16
SDC2036A

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