Creating, Editing Or Deleting An Account - Pitney Bowes Connect+ 500W-3000 User Manual

Accounting

Creating, editing or deleting an account

You build your accounting structure by creating an account, creating a sub account and creating a sub
sub account on the mailing system.
Once you have created your account structure, you may want to change account attributes such as
the account name, code, description, status or password by editing the account on the mailing system.
If you want to remove an account and its data, you can delete the account on the mailing system.
You can create, edit or delete an account in two ways:
by selecting the Manage Accounts button in the Mailing tile on the Home screen, or
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by selecting Account on the Run Mail screen and then selecting Options
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Note: If users are enabled on your system, supervisor access rights are required to create, edit or
delete an account.
Creating an account
You build your accounting structure by creating an account, creating a sub account and creating a sub
sub account on the mailing system.
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.
Follow these steps to create an account:
1. Select Manage Accounts under Mailing on the Home screen.
2. Select Create new account.
3. If there are existing accounts on the system, you get prompted to create a new account or add a
sub account. Select Create new account.
4. Select the Account name field. Enter the account name, and then select OK.
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