Advanced Reporting Functions - Neopost IS-5000 Operator's Manual

5.5

Advanced Reporting Functions

The Advanced Reporting Functions provide enhanced Account management through a
variety of postage usage reports that can be printed, saved or exported to other applications
for further analysis.
To get the Advanced Reporting option, see
Account Management Enhancements
Adding Budgets to Accounts
Every Account you create can be upgraded with the following feature options:
• Budget: set the amount of money an Account is allowed to use in a set period of
time
• Consumed Amount: displays the amount of postage used since the beginning of
the period.
• Threshold: is a warning that alerts the User that the Budget for the period will soon
be reached.
Once the Budget limit is reached your Mailing System will:
- Block access to Postage Funds for any Account that has reached the Budget
limit
- Send a notification message to the Supervisor alerting the Supervisor that
the Budget limit of an Account is reached
- Reset amount of used postage at the beginning of the next Budget period.
Applying Surcharges to Accounts
You can apply an additional charge to any Account each time postage costs for a completed
job run are allocated to an Account.
You can set the additional charge (Surcharge) to be proportional to the postage funds used
or as a fixed amount for each completed job run.
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In order to activate the Budget and Surcharge options, you must
first set up and activate one or more Accounts (see
on page 106).
Options and Updates on page 227
Account Modes