Using A Multi-Level Account Structure - Pitney Bowes Connect+ 500W Operator's Manual

All About Accounting
The Connect+® Series is designed with an integrated accounting capability that specializes
in single meter sites. You can use the accounting feature to track and account for postage
used by departments or individuals within your organization.
The accounting feature helps you to understand how your postage is spent and to find cost-
saving opportunities. You can charge postage back to departments or clients, apply sur-
charges to recover mailing costs and report postage spend data over flexible time periods.
In addition, the accounting feature allows you to review the characteristics of your mailings to
see if they qualify for postal discounts.
The standard accounting package allows you to create up to 100 accounts and is available
on all Connect+® Series systems. You can purchase additional accounts, allowing you to
create up to 300, 500, 1000, 2000 or 3000 accounts.
If your Connect+® Series system uses Business Manager accounting, all account and trans-
action management functions take place at the Business Manager Host PC. Refer to the
help file provided with the Business Manager application for more information.

Using a Multi-Level Account Structure

The accounting structure is based on three levels: account, sub account and sub sub
account. You account names can contain up to 75 characters for each level plus separators
(227 characters total).
Your accounting structure can vary depending on your requirements. You can structure your
accounts in single or multiple levels. For example, you can divide a top level department
(account) into two additional sub sections.
Account - When you create a top level account, you can charge funds and pieces to that
l
account. This is the account charged for postage because it does not have any sub-
ordinate (sub or sub sub) accounts.
Example:
Account - Engineering
Sub account - If you create sub accounts for a top level account, they become the lowest
l
SV62589 Rev. C
Connect+® Series Operator Guide
89