Viewing Accounts Or Subaccounts; Creating Accounts And Subaccounts - Pitney Bowes DM800 Series Operator's Manual

Viewing
1
Accounts or
Subaccounts
Creating
2
Accounts
and
Subaccounts
SV61162 Rev. C
DM800™ Series Digital Mailing System Operating Guide
1. Press the Accounts key.
2. Press the right arrow key to enter the "Set Up Accounts" screen.
3. Select View Accounts.
4. The names of your top level accounts appear. Select the account you
want.
5. The system displays the total funds and total pieces for that account
which includes the rolled up totals for all its subaccounts and subsub-
accounts. If the account has subaccounts, you can also select View
Subaccount and View Subsubaccount to get the information for
each.
To create a new account:
1. Press the Accounts key.
2. Press the right arrow key to enter the "Set Up Account" screen.
3. Select Create Account/Sub.
4. Select Create a New Account. The system prompts you to enter an
account name.
5. Type in the name using the keyboard or numeric keypad and press
Enter. The "Account Information" screen appears and displays the op-
tions:
Edit Name
Edit Number
Add | Change Password
Add Subaccount (to account) | Subsubaccount (to subaccount)
Create Another Account | Subaccount | Subsubaccount
6. Select the appropriate option and follow the prompts.
NOTES:
a. By default, the system assigns the next available account number to
your new account. If you want to assign a different number, select the
Edit Number option.
b. If you want to password protect this account, select the Add Password
option. You will be prompted to enter a password and then confirm it.
Passwords are case sensitive, can be alphanumeric and must be at
least four characters. (You need to enable password protection before
you can protect an individual account. Refer to
Password Protection On or Off in this chapter.
7. When you are done, press the Enter key to save the account informa-
tion.
7
Turning Accounting
7-5