Pitney Bowes SendPro HVF1 User Manual page 20

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Accounting
Editing an account
You can view or edit the account name, code, description, status or password for all of the accounts
and account levels on your system.
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 edit 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, selecting Options and then Edit selected
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account.
2. Select Edit account.
3. Select the account you want to edit and then select OK.
4. Select the account attribute you want to edit.
Account, Sub account or Sub sub account name: Select this option to make changes to
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the name of the account you have selected.
Code: Select this option to change the code you have assigned to the account.
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Description: Select this option to edit the account description.
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Status: Select the appropriate option to change the status (active or inactive) of the
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account.
When you change the status of an account, the status change applies to all sub accounts
and/or sub sub accounts. If prompted to apply the change of status of multiple accounts,
select Yes, apply to all
Password: Select this option to password protect an account, or to edit the existing
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password. Account passwords must be turned on to password protect an account.
5. Type in the appropriate information and select OK.
6. Once you have finished editing the account information, select OK.
7. Select Continue to return to the Home screen.
Pitney Bowes
User Guide
January 2023
20

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