Pitney Bowes SendPro P Series User Manual page 133

5. Select the Code field. Enter the code for the account and select OK.
6. (Optional) Select the Description field. Enter the description for the account, and then select
OK.
7. Ensure the status is set to Active.
8. If you want to password protect this account, select the Password field. Account passwords
must be turned on to password protect an account.
a. Enter the password and select OK.
b. Re-enter the password to confirm, and then select OK.
9. Select OK.
10. A dialog box appears to indicate that the account has been created.
Select Create another new account if you want to create another account.
l
Select Add a sub account to this account if you want to create a sub account for this
l
account.
Select Done twice to return to the Home screen.
l
Important:
Once an account has been created in Manage Accounts, the only time the account Name
l
or Code can be edited, or the account can be deleted, is before any transactions get posted
against the Account. Once transactions get posted against an account, the Name or Code
cannot be edited. The account cannot be deleted, only made inactive.
Account names and codes cannot be reused, even if the account is inactive.
l
Creating a Sub Account or Sub Sub Account
Sub accounts and sub sub accounts are an optional feature.
Note: If users are enabled on your system, this feature is only available to users with supervisor
access rights. If you are using Business Manager accounting, this feature is available to all users.
1. You can create an account in two ways:
by selecting the Manage Accounts button in the Mailing tile on the Home screen, or
l
by selecting Account on the Run Mail screen, selecting Options and then Add sub
l
account to existing account.
Pitney Bowes User Guide April 2022
Accounting
133