7 • INVIEW™ Accounting

Transferring Transaction Data

Clearing the Transaction Log

You can use the transfer transaction data option to correct transactions that have been processed against with the wrong account.

Follow the steps below to select the transaction you want to transfer:

1.Press the Menu key.

2.Select Set Up, Accounting Set Up, then Transaction Options. The Transaction Options screen appears.

3.Select Transfer a Transaction. The Select Transaction By screen appears.

4.Use one of the following methods to select transactions:

Select Date to view the transactions processed on a specific date. Type in the date and press Enter.

Select Account to view the transactions processed against a spe- cific account. Select an account from the list provided.

Select Date and Account to view transactions processed against a specific account on a specific date. Type in the date and press Enter. Select an account from the list provided.

5.Use the left and right arrow keys to sort through each of the transac- tions that met your date and/or account criteria.

6.Press Enter once you have found the transaction you want to transfer. The Select Account To Transfer To screen appears.

7.Select the account you want to transfer the transaction to. The Transac- tion Log screen appears with the updated account information in the Account field.

8.Press Enter.

9.Press the left arrow key to return to the Main screen.

The transaction log can hold up to 4,000 transactions, depending upon the INVIEW™ Accounting package you use. When the transaction log reaches full capacity, you can clear out the log to allow the inclusion of new transac- tions.

Follow the steps below to clear the transaction log:

1.Press the Menu key.

2.Select Set Up, Accounting Set Up, then Transaction Log. The Trans- action Options screen appears.

3.Select Clear Transaction Log. The Clear Transaction Log screen appears.

4.If you want to print a report select Yes. If you do not want to print a report select No. The Continue to Clear Log screen appears.

5.Select Yes to clear the log. The system returns to the Transaction Options screen.

6.Press the left arrow key to return to the Main screen.

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Pitney Bowes DM1100 manual Transferring Transaction Data Clearing the Transaction Log

DM1100 specifications

The Pitney Bowes DM1100 is a state-of-the-art mailing and shipping system designed to streamline and enhance mailing processes for businesses of all sizes. This versatile machine is ideal for organizations with moderate to high-volume mailing needs, offering robust features that improve efficiency and accuracy while reducing operating costs.

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