quadient iA Series User Manual page 166

6. To set budget and surcharge parameters, press Budget and Surcharge.
Note:
- The Budget and Surcharge button is only available if the Budget and Surcharge
function is activated. See
- The Account: Budget and Surcharge screen is displayed.
To activate and set-up budget features for the current account:
- Press Active in the Budget area.
- Enter budget parameters.
To activate and set-up surcharge features for the current account:
- Press Active in the Surcharge area.
- Press Fixed rate or Percentage of imprint to select a surcharge mode.
- Enter corresponding value.
To deactivate budget or surcharge:
- Press corresponding Inactive button.
7. On the Add account screen, press [OK] to validate.
The Account creation summary screen is displayed.
8. Press [OK] to return to the Account list screen.
Editing Accounts
Use the steps below to modify an account name or status.You can also change the
account folder (= group) it is included in.
The account number cannot be modified.
Advanced Reporting Functions
Users can only use active accounts. If necessary, as long as your
accounting structure is not complete, you can create accounts
without activating them.
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