Manuals / Pitney Bowes / Computer Equipment / Postal Equipment

Pitney Bowes DM1000 manual Accounting Setup

Models: DM1000

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	7	Accounting Setup

Chapter Contents

Navigating Hints	7-2
Overview of Accounting	7-3
Account Setup Procedures	7-3
Viewing Accounts or Subaccounts	7-4
Creating Accounts	7-4
Creating Subaccounts	7-5
Editing Accounts	7-6
Setting an Account Period	7-7
Turning Accounting On or Off	7-7
Deleting Accounts & Subaccounts	7-8
Turning Account Password
Protection On or Off	7-8
Resetting (Clearing) All Accounts	7-9
Turning “Reset Individual
Accounts” On or Off	7-9
Transferring Funds/Pieces from
One Account to Another	7-10
Setting the Station ID	7-11
Selecting the Account Type	7-12
Your Accounting System Features	7-12
Organizing Your Accounting	7-13

SV60951 Rev. A

Image 96

Pitney Bowes DM1000 manual Accounting Setup

Contents

Page FCC Compliance Page Contents See Tabs Page Read This First Read This First This GuideOther Information Publications On the System Web Our Help DeskUsps Requirements Safety Requirements What You Need to KnowSafety Requirements Telephone Safety Meet the DM1000 Introducing the Mailing System Features and Benefits IntelliLink Control CenterIntelliLink Control ModemCenter Energy Star Compliance Postal Security DeviceUSB Port StackerPrinter Permits Advertisements and InscriptionsDM1000 Exterior Features DM1000 Operating Guide DM1000 Interior Thickness Adjustment Roll TapePrint Engine Ink CartridgeDM1000 IntelliLink Control Center DM1000 Operating Guide Alpha Keyboard Fold Out Cover Main Screen Equipment Specifications Optimum Performance Material Specifications Envelope Specifications for DM1000 Not Drawn to ScalePage Mail In a Minute How to Run Mail Mail In a MinutePreparing Your Mail Running MailHow to Print a Postage Tape Printing a Postage TapePage Running Mail Running Mail Sample ScreenApplying Postage Running Mail Other Class Requirements International and Zip ZonesDetermining the Correct Mode Chart a Printing on MailFeeding Mail or Printing Tape? Chart B Postage Tape Modes Chart C Mailpiece Modes with no Postage ApplicationPreparing Your Mail About Running MailFeeding Mail Sealing Mail Stacking MailSelect Seal and Print About Printing Postage Tapes Mode Key Postage How to Use Key In PostageRunning Your Mail and Tapes While the machine processes the mail, the screenMode Weigh-On-the Way Use the W-O-W mode whenHow To Run Mail in the W-O-W Mode Mode Weigh First Piece Use the Weigh First Piece mode ifHow to Use Weigh First Piece Tions Select Weigh First PieceMode Differential Weighing Use the Differential Weighing mode ifHow to Use Differential Weighing Print tapes automatically On or OffMode Manual Weight Entry Use the Manual Weight Entry mode ifHow To Enter Weight Manually Select Manual Weight EntryMode Attached Scale Use the Attached Scale mode ifHow to Use the Attached Scale Mode Attached Scale AutoTape How To Run Mail in the Attached Scale-AutoTape ModeUse the Attached Scale-AutoTape if Weighing Options Select Attached Scale-AutoTapeMode Print Permit Use Permit mode ifHow To Use the Print Permit Mode Select Print PermitMode Time Date Stamp Mode Seal Only No PrintingHow to Select An Account to Print Postage Selecting/ Deselecting an Account to Print PostageHow To Select a Country How To Enter a ZIP Code or a ZoneUsps ZIP/ Zone Codes Selecting a CountryHow to Advance or Omit Printing the Date/Day Meter Stamp Options Piece ID NumberHow to Select or Deselect an Advertisement Meter Stamp Options AdvertisementsAdvertisements Available Select Meter Stamp Options Select AdvertisementHow to Select or Deselect an Inscription How to Select the Meter Stamp PositionMeter Stamp Options Inscriptions Meter Stamp Options Print PositionUsing Confirmation Services Overview Confirmation Service When To Use This ServicePostage Calculation DiscountsUsing Confirmation Services Before Printing Postage Adding Services or Making ChangesTracking Information on the Internet DM1000 Operating Guide Adding Confirmation Services After Printing Postage Editing, Deleting or Confirmation Services Records How To Edit or Delete Confirmation Service RecordsHow to Add Postage Adding Postage to a Piece of MailHow To Change the Date How to Clear a Batch CountChanging the Date on a Piece of Mail Clearing the Batch CountRunning Mail Mailing System Setup Mailing System Set Up Overview Mailing System Setup Setting the Display Language Adjusting Display Contrast and Volume ControlSelect Adjust Display Contrast Select Change LanguageSetting the Date and Time of Day Selecting AutoStart Select Basic Settings Select AutoStartSelect Time of Day Current Time Date will advance after Daylight SavingSetting Up a Supervisor Password To create a supervisor passwordTo password protect an operation Select Supervisor Set UpSetting Up a Lock Code Change Lock CodeSetting Up the Scale and Selecting Rates Attached Scale Motion SettingScale/Rates AutoScaleDifferential Trip Weight Location CodeAutoclear Scale/RatesBMC Intra ZIP Scale/Rates Select ZIP/Zone promptScale/Rates Select BMC Intra ZIP Add ZIPs to Zone Discount CodeConfirm Svc Barcode Prompt Scale/Rates Select Add ZIPs to ZoneSetting Up Phone Set UpPostage By PhoneSecondary PB # Machine Phone #Dialing Type Modem SoundDiagnostics Modem StringConfiguring High/Low Funds Warnings Setting the Low Funds Warning ValueSetting the High Value Warning Adding an Optional PrinterConfiguring Low Ink Warning Configuring System Timeouts TimeoutsDisplay Sleep Normal Preset Timer Select Basic Settings and then Timeouts Select System SleepSelect Basic Settings and then Timeouts Select Normal Preset TimerFeeding Timeout Timeouts Waiting for Env Transaction TimeoutTurn Rollers off Immediately. Run until Stop key is pressed Setting Up Scheduled Calls to Pitney Bowes Select Updates and Add-OnsConnect now Reschedule event Clear scheduled call Defining Custom Presets How to Define Normal Preset ValuesPress the Custom Presets key Press the screen key for Store Current Setting to PresetDM1000 Operating Guide Feature Code Enabling Taking the Meter Out of Service How to View, Rename, or Delete PresetsSelect Take Meter Out of Service Adding Postage Postage By Phone Your Postage Meter Requirements Meter InspectionsIf you need assistance with Postage By Phone Adding Funds to Your Meter. Follow this procedure to add Requirements Rekeying Managing Your Postage FundsChecking Your Postage By Phone Account Balance. Follow Adding Funds to Your Postage By Phone Account. Refer toConnecting YourPostage Meter to anDM1000 Operating Guide Adding Funds to Your Meter Select Quick Refill, or Other Refill AmountAdding Funds To Your Postage By Phone Account Click on Postage By PhoneMail Address Adding Funds By Phone AccountMoving Your Mailing Machine To a New ZIP Code View Scheduled Rate Update Calls To Pitney Bowes To View Scheduled Calls To Pitney BowesAccounting Setup Accounting Setup Overview of Accounting Setup Procedures How To View Account Details How To Create a New AccountSelect Create Account How To Create a New Subaccount Or Subsubaccount Creating SubaccountsHow To Edit An Account Editing AccountsSelect Edit Account Setting an Account Period Turning Accounting On or Off How To Set An Account PeriodSelect Accounting Period How To Delete An Account ExampleSoftware Industrial DesignHow To Reset Or Clear All Of Your Accounts How To Turn On Reset Individual AccountsPrint Report Reset All Accounts How To Transfer Funds from One Account to Another Transferring Funds/ Pieces from One Account to AnotherSetting the Station ID How To Transfer PiecesHow to Set the Station ID Accounting Setup Subsubaccount User Friendly Testing Organizing Your AccountingEngineering Viewing and Printing Reports Hierarchal Reporting StructureReports How To View a Report How to Print a ReportIntroduction Selecting a Report Printing a ReportReports Single Account ReportScreen Display Single Account ReportMulti-Account Summary Screen Display System Printer VersionMulti-Account Summary Multi-Account Summary External Printer Version Screen Display Account SummaryLast 5 Refills Report Last 5 RefillsConfirmation Services Report System Printer Confirmation Services ReportPrinted Report System Printer Printed Report Attached PrinterPermit Mail Report Account List Report Printed ReportAccount List Funds Report Funds ReportSystem Setup Report Error Report Error ReportJob Report Job ReportData Capture Report Maintaining and Updating How To Fill the Flap Moistener Bottle Maintaining and UpdatingHow To Fill the Tape Moistening Bottle Filling the Tape Moistening BottleCleaning the Moistener Brush How To Clean the Moistener BrushChanging the Moistener Brush Installing a Roll Tape How To Replace the TapeCleaning the Deck Sensors Cleaning Flap Array SensorsHow to Clean the Flap Array Sensors How To Replace the Ink Cartridge Replacing the Ink CartridgeHow To Print a Test Pattern Maintaining the Printer Print Test PatternCleaning Printer Nozzles How to Clean the Printer NozzleHow To Check the Printhead Checking the PrintheadHow To Change the Printhead Changing the PrintheadMaintaining and Updating Replacing Wiper Blade Assembly How To Replace the Wiper AssemblyArt Card Ad/Inscription Update Update Using Your Modem To update using your modemUpdating Your System Troubleshooting Problem Possible Cause Solution Flap Moistening Problem Possible Cause Solution Tape System Tape Error Tape Does NotRemove Easily MessagesProblem Tape System Possible Cause SolutionGummed Tape Not Wet Adhesive Tape Gets WetProblem Possible Cause Solution Mail Transport System Mail FeedingIncorrectly into MailingMail Feeding Incorrectly into the Mailing System Mail Transport Jam 10-10 SV60951 Rev. a Problem Possible Cause Solution IntelliLink Control Center When Removed Blank ScreenNo Response From IntelliLinkPostage Refill Fails withIntelliLink On or Off MailingPossible Cause Solution Weigh-On-the-Way W-O-W Errors Problem Possible Cause Solution Printing Problems Possible Cause Solution Printing Problem Possible Cause Solution Problem Adding Postage To the Phone Set Up PBP Phone Section in 5 Mailing SystemGetting Help Supplies and Options Maintenance Kits Seal Sealing SolutionInk Cartridges Pressure Sensitive TapeOrdering Accessories Inscriptions AdvertisementsMeter Stamp With Inscription Sample Meter Stamp With AdvertisementPermits Usps Supplies Sample PermitsAppendix Glossary Glossary DM1000 Operating Guide See Postal Security Device DM1000 Operating Guide Usps Appendix B Operator Check List Chapter Meet The DM1000 Chapter Running MailMailing System Setup Accounting SetupChapter Adding Postage Chapter Troubleshooting Chapter ReportsMaintaining and Updating Supplies and OptionsIndex Index Index Index Index Index Index Index Index Index