Viewing Or Editing Accounts - Pitney Bowes DM300c series Operator's Manual

12 • Inview/ Budget Manager Accounting

Viewing or Editing Accounts

You can view or edit the name, status and description for all of the
accounts, subaccounts or subsubaccounts entered into INVIEW/
Budget Manager (lowest level):
1. Press Options.
2. Select "Accounts".
3. If the supervisor password is enabled, you will be prompted to enter
it and select "OK" to continue.
4. Select "View/Edit Accounts".
5. The system displays a list of all the existing accounts. If
necessary, page down to scroll through the list of accounts.
Select the account you would like to view or edit.
6. Select the appropriate option and follow the prompts.
Name: Select this option to make changes to the name of the
account you have selected.
Password: The account password is a four digit number that
limits access to an account.
SPD Code: Allows you to change the speed code of the
account.
Owner: Use to edit the owner name, address and telephone
number (Budget Manager Only).
Description: Select this option to edit the account description.
Spending: Select this option to edit the spending limit on an
account (Budget Manager Only).
Budget: Allows you to edit the budget setting for an account
(Budget Manager Only).
Manage Sub Acct: Select this option to add, view or edit a
subaccount of the account selected.
Status: Once you have added an account to the system,
you can set the account active or inactive. Active status is the
default setting for all accounts. If you have an account that you
no longer wish to use, you can set the status to inactive. The
inactive account will remain on the system, but you will not be
able to process transactions against it.
7. When you are done, select "Continue" to save your account
information. If you exit the screen without selecting "Continue",
changes are lost.
8. Press Home to return to the Home Screen.
SDC755D 12-21