Uploading Connect+™ Postal And Transactional Information For Business Manager; Creating, Editing Or Deleting An Account - Pitney Bowes Connect+ 1000 Operator's Manual

System
Budget Manager
Business Manager
PC Transfer Utility
Connect+
Uploading Connect+™ Postal and Transactional Information for Business
Manager
If your Connect+™ system uses Business Manager accounting, you will need to upload your
postal and transactional information to Pitney Bowes. You can do this by selecting the Man-
age Accounts button on the Home screen.
IMPORTANT: Upload this information prior to synchronization to ensure that Business Man-
ager can obtain the most current Connect+™ data. If you upload postal and transactional
data periodically throughout the day it will reduce the overall upload time.
Refer to your Business Manager User Guide for more information about synchronization.

Creating, Editing or Deleting an Account

You build your accounting structure by creating an account, creating a sub account and cre-
ating 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 sys-
tem.
You can create, edit or delete an account in two ways:
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