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Pitney Bowes DM1100 manual Overview of Accounting Before You Begin

Models: DM1100

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DM1100™ Digital Mailing System Operating Guide

Overview of Accounting

Before You Begin

The information in this chapter describes how to set up the INVIEW™ Accounting package provided with your mailing system. If you purchased the enhanced accounting package, Budget Manager, or if your system is connected to an AccuTrac™ Mail Accounting Software SA system, or is part of the Business Manager system, refer to the documentation provided with these applications.

•For the Budget Manager, refer to SV60957.

•For the AccuTrac™ Mail Accounting System SA, refer to SV60514.

•For Business Manager, refer to the help file provided with the applica-

tion.

For information on your system’s accounting features, or if this is the first time you are setting up accounts and would like some examples of accounting structures and hierarchy see Working with INVIEW™ Accounts in this chapter.

To begin using the account setup procedures, go to Using the INVIEW™ Accounting Setup Procedures on the next page.

Make sure the flash memory drive required to run INVIEW™ Accounting is installed on the IntelliLink® Control Center on your DM Series™ system as shown in the picture here.

If the flash memory is not installed, contact your Pitney Bowes service representative.

Flash memory drive on the

IntelliLink® Control Center

SV62146 Rev. D

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Pitney Bowes DM1100 manual Overview of Accounting Before You Begin

Contents

DM1100 Page Page FCC Compliance Alerting MessagesFCC Compliance of Modem Page Table of Contents Page PB Web Sites Pitney Bowes Contact Information ListOur Help Desk Postage By Phone System Pitney Bowes SuppliesPage Read This First Read This First What’s in this Guide Other InformationWhat You Need to Know Safety RequirementsUsps Requirements Read This First U7PS Power Stacker If your stacker has an AC adapter to power the stacker Meet the DM1100 Digital Mailing System Meet the DM1100 Digital Mailing System Introducing DM Series Mailing System Features and BenefitsPostage Security Device Accounting and Reporting Ability to Use Other Pitney Bowes EquipmentShape Based Rating Mailing System Exterior Parts of the Mailing SystemDigital Mailing System Exterior Interior Digital Mailing System Interior Function Keys IntelliLink Control CenterMeet the DM1100 Digital Mailing System Main Screen Connectors on the Back of the IntelliLink Control Center Mail in a Minute Mail in a Minute Preparing Your Mail Select Key In Postage Running the MailPrinting Postage Tapes Running Mail Navigating Hints Select ModeApplying Postage Running Mail Chart a Printing on Mail Determining the Correct Postage ModeFeeding Mail or Printing Tape? Chart C Mail Modes with no Postage Chart B Postage Tape ModeChart D Permit Mail Preparing Your Mail About Running MailDM1100 Digital Mailing System Operating Guide Mail Tips on FeedingAbout Printing Postage Tapes Mode Selection Reduced Speed Selecting the Postage Mode and Running the MailWhile your mailing system processes the mail, the screen Mode Selection W Weigh On-The-Way Mode Selection Key in PostageSelect W-O-W Weigh on the Way Select Weigh First Piece Mode Selection Weigh First Piece Differential WeighingTo use differential weighing DM1100 Digital Mailing System Operating Guide Mode Selection Attached Scale Mode Selection Seal Menu Select Time and Date Stamping Mode Selection Time and Date StampingSelecting an Account Selecting or Deselecting an AccountSelecting an Account Manually Selecting an Account by NameSelecting an Account by Speed Code Deselecting an AccountSelecting ZIP Codes and Zones Selecting the Class, Carrier, Special Services or OptionsSelecting a Country Selecting a Smart Class Meter Stamp Options Date Selecting the Meter Stamp OptionsMeter Stamp Options Advertisement Select Meter Stamp OptionsSelect Meter Stamp Options, then select Text Entries Discounts for Confirmation Services Postage Calculation for Confirmation ServicesOverview Sending Your Records to Pitney BowesAdding Services or Making Changes Using Confirmation Services Before Printing PostageAdding Confirmation Services After Printing Postage Press Existing Features Press Confirmation Services Installation/SetupSetup Options Confirmation ServicesSelect Confirmation Services Select E-Ret Receipt Processing Electronic Return ReceiptRunning Mail DM1100 Digital Mailing System Operating Guide Customer Reference Number ERR DM1100 Digital Mailing System Operating Guide Adding More Postage Off-Line Electronic Return Receipt ERRSelect 1stCl Letter Select Certified Select Offline eRRChanging the Date This page intentionally left blank Mailing System Setup Mailing System Setup Overview Mailing System Set Up Mailing System Setup Setting the Date and Time of Day Setting Up a Lock Code Setting Up a Supervisor PasswordCreating a Supervisor Password Password Protecting an OperationScale/Rates Setting Up the Scale and Selecting RatesSelect W-O-W Start Key Select W-O-W Weight LimitSelect Carrier/Class Disp Select Dest. if new Piece Select Class if new PieceSelect Dest. if new Class Scale/Rates Autoclear Destination ValueSelect Autoclear Dest. Value Select BMC Intra ZIPCreating a Smart Class with an Auto Inscription Scale/Rates Smart ClassesTo set the next weight break point, select Add Another Class Setting Up a Smart Class with an Auto Inscription Modifying a Smart Class with an Auto Inscription Scales/Rates Auto Rate Large EnvelopeSelect View Detail Select Modify Auto Ad/Inscription Phone/Network Set Up PBP Account # Setting Up Postage By Phone Meter Payment SystemPhone/Network Set Up Dialing Prefix Set Up PB Phone # Select Dialing PrefixSelect My Phone # DM1100 Digital Mailing System Operating Guide Configuring Low Ink Warning Configuring High/Low Funds Warning2nd Low Ink Warming 1st Low Ink WarningSelect Basic Settings and then Time Timeouts Display Sleep Timeouts System SleepStandby Mode Least Power Usage Select Basic Settings and then Timeouts Select System SleepMailing System Setup Press the screen key for Store Current Setting to Preset Defining Normal Preset ValuesDefining Custom Preset Values Defining Custom Preset ValuesPress the Custom Presets key Select Store Current Setting to PresetStore Advance Date in a Custom Preset Press the screen key for Store Current Setting to Preset Sample SpecificationsPostal Rules and Guidance Select Set Up, then select Text Entry Set UpCreating a Custom Message for the First Time Adding Additional Custom MessagesDeleting a Custom Message Editing a Custom MessageSelect Meter Stamp Option, then select Text Entries Envelope Guidance Drop Shipment EndorsementSelect Take Meter Out of Service Taking the Meter Out of ServiceAdding an Optional Printer Configuring the Optional Barcode Scanner Setting Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter Adding Postage Your Postage Meter Postage By Phone Meter Payment SystemUsps Rekey Requirements Connection AlternativesManaging Your Postage Funds LANConnecting Your Mailing System to a Remote Analog Phone Line Which connector do I use?Internal analog line AC Adapter Plug Postage Pass Automated Postage Refill AddingPostage meter, follow these steps Select Quick Refill, or Other Refill Amount$2000 $8000 $1000 $5000 Inview Accounting Inview Accounting Overview of Accounting Before You Begin Accounting Setup Procedures UsingSetting Up the Mailing System for Inview Accounting Setting Accounting PeriodSelect Number of Periods Type in the start date of your fiscal yearSelect Global Surcharge Setting Up a Global Surcharge or DiscountSelect Per Piece Select Per TransactionSelect Set Up, then select Accounting Set Up SettingSelecting an Accounting Type Accounting OwnerSelect Job ID Setup Select Set Up, then Accounting Set UpTurning Requiring Job IDsReporting Options Clearing Account Data Enabling Operators Passwords Setting Up OperatorsSelect Operators Select Create Operators Creating Operators Setting Operator Auto Log OffSelect Auto Log Off Select View/Edit Operators Deleting Operators Viewing EditingAccounting Structure Workingwith Inview AccountsExamples Select Create Account Creating an Account Creating an Subaccount or SubsubaccountSelect Create Account or SubAccount Select View/Edit Accounts Viewing or Editing an Account Deleting an AccountSelect Delete Account RunningMail Selecting an Account in Time Date Stamping ModeSelect Per Piece Entering Manual Transaction Selecting a JobSelect View Transaction Log Viewing the Transaction LogSelect All Accounts Select For Each Account. or Transferring Transaction Data Clearing the Transaction Log Select Log Full Warning Off Printing Transaction ReceiptsPrinting Reports Creating a Report Macro Report Printing QueueSelect Accounting Reports and then Report Macros Select Create MacroViewing and Editing Report Macros Using a Report Macro to Print ReportsSelect View/Edit Macro Deleting a Report MacroCustom Report Tips Select Accounting Reports, then Custom Reports Creating a Custom ReportSelect Create Report Viewing and Editing a Custom ReportDeleting a Custom Report Transaction Log ReportSelect Delete Report Account Carrier Class Break Units Weight Break Account/Class Report Carrier/ClassAccount Summary Report Weight Break Job ID/Class ReportConfiguration Item Value Quick Profile Report Accounting Setup ReportSpeed Account Description Code Account List Report Account Speed Code List ReportStatus Operator List ReportResync with Host PC Introduction Viewing a Report Printing a Report ReportsReport Print Queue Introduction Viewing a Report Printing a ReportScreen Display Single Account ReportPrinted Report Internal Printer Version Multi-Account Summary ReportExternal Printer Version Last Five Refills Report Printed Report System Printer Confirmation Services Report System Printer RequiredPrinted Report Attached Printer Account List Report External Printer Required Funds Report System Set Up Report Error Report Job Report DDDDDGGGGG1245 Last Rates Downloaded Report Installed Pending Rates ReportView Download Log Report This page intentionally left blank Items to Keep On Hand Maintaining and UpdatingCleaning the Deck Sensors Items to Keep On Hand Cleaning the ExteriorCleaning the Flap Array Sensors Maintaining and UpdatingInstalling a New Tape Roll Tape MaintenanceFiling the Flap Moistener Bottle Seal Sealing Solution MaintenanceFilling the Tape Moistener Bottle Cleaning the Moistener Brush Printer MaintenanceReplacing the Moistener Brush Select Maintenance Replacing the Ink Cartridge Maintaining and Updating Changing the Printhead Select Maintenance Select Replace PrintheadThis exposes the print Select Maintenance Select Replace Wiper Blade Assembly Changing Wiper Blade AssemblyPerforming Updates or Adding Features Troubleshooting Hopper Sensitivity Adjustments INK Waste Tray Full Warning Ink Waste Tray Full WarningDescription Possible Causes Solution Envelope Sealing ProblemsEnvelope Feeding Problems Light Mail/Postcard Knob To clear a jam in the feed deck To clear a jam in the transport area Pressure sensitive tape only Tape Feeding ProblemsTape Maintenance section in Chapter Contact Information List in the guide for more To adjust brush, move Refer to the Pitney Bowes Contact Information IntelliLink Control Center ProblemsWeigh-On-The-Way Problems Refer to the Selecting the Postage Mode sec Printing ProblemsChapter Number, refer to Phone/Network Set Up PB Postage Refill ProblemsGetting Help Supplies and Options Ordering Supplies Ordering a Pitney Bowes Supply Catalog Printhead Kit Wiper Blade ReplacementSupplies and Options Consumables You Can OrderAccessories You Can Order Confirmation Services LabelsThis page is intentionally left blank Specifications Dimensions Equipment SpecificationsPower and Compliance Capacities and FeaturesOptimum Performance Throughput Mailing Materials Accounting FeaturesMinimum Maximum12-6 SV62146 Rev. D Glossary Glossary PSD Cally to the immediate left of the postage imprint Postal Security Usps Index 10-7,10-8 Meter, see Postage meter Index Index Index Page Sv62146revD