Pitney Bowes DM525, DM575 Overview of Accounting , Before You Begin

DM525™ and DM575™ Series Digital Mailing System Operating Guide

SV62201 Rev. C 7-3

Overview of

Accounting 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.

Before You

Begin 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

Contents

Main Page Page Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List Page Page Whats in this Guide Other Information What You Need to Know USPS Requirements Safety Requirements Page Page Important Information About Powering Your DM Series Digital Mailing System Off NONO YES ON OFF Page Introducing the DM Series Mailing System Features and Benefits Control Center Postage Meter Easy-to-Use IntelliLink COMPLIANTCOMPLIANT Parts of the Mailing System Mailing System Exterior Page Connectors on the Back of the Mailing System Base Mailing System Interior Interior of the Mailing System with Optional WOW (Under the WOW Cover) Interior of the Mailing System (Under thePrint Cover) The IntelliLink Control Center Page Page Connectors on the Back of the IntelliLink Control Center Page 3 Mail in a Minute Mail in a Minute Preparing Your Mail Running the Mail 3 Mail in a Minute Printing Postage Tapes 4 Running Mail Navigating Hints Applying Postage and Running Mail Determining the Correct Postage Mode Feeding Mail or Printing Tape? Chart B - Postage Tape Mode Chart C - Mail Modes with NO Postage Preparing Your Mai l About Running Mail Page Tips on Feeding Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mail Mode Selection: Reduced Speed Mode Mode Selection: Key in Postage Mode Selection: WOW - Weigh- On-The-Way Mode Selection: Weigh First Piece Mode Selection: Differential Weighing Mode Selection: Manual Weight Entry Mode Selection: Attached Scale Mode Selection: Seal Only Mode Selection: Time and Date Stamping Selecting or Deselecting an Account Selecting an Account Deselecting an Account Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Selecting the Meter Stamp Options Meter Stamp Options: Date Meter Stamp Options: Advertisement Meter Stamp Options Page Using Electronic Confirmation Services Overview Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage DM525 and DM575 Series Digital Mailing System Operating Guide Editing, Deleting or Sending Confirmation Services Records Using Electronic Return Receipt (ERR) Page Page Page Using ERR with a Customer Reference Number Off-Line Electronic Return Receipt (ERR) Adding Postage or Changing the Date Clearing the Batch Count 5 Mailing System Setup Navigating Hints Overview of Mailing System Set Up Page Setting the Date and Time of Day Setting Up a Supervisor Password Creating a Supervisor Password Password Protecting an Operation Setting Up a Lock Code Setting Up the Scale and Selecting Rates WOW Weight Limit WOW Start Key Scale/Rates: Autoscale Page Scale/Rates: Destination if New Piece Scale/Rates: ZIP/Zone Prompt Scale/Rates: Destination if New Class Scale/Rates: Discount Code BMC Intra ZIP Zone 0 Add ZIPs to Scale/Rates: Confirm Svc Barcode Prompt Scale/Rates: Smart Classes Page Page Scale/Rates: Auto Rate Large Envelope Setting Up Postage By Phone Meter Payment Phone/Network Set Up: PBP Account # 7 Phone/Network Set Up: Dialing Prefix Phone/Network Set Up: PB Phone # Page Phone/Network Set Up: Use LAN Firewall Settings Phone/Network Set Up: Network Settings Phone/Network Set Up: Remote PC Refill Configuring High/Low Funds Warning Setting the Low Funds Warning Value Setting the High Value Warning for Key In Postage Configuring Low Ink Warning Configuring System Timeouts Timeouts: Display Sleep 10 Timeouts: System Sleep Timeouts Timeouts: Normal Preset Timer Timeouts: Feeding Timeout Timeouts: Waiting for Env Timeouts: Transaction Timeout Defining Presets Defining Normal Preset Values Defining Custom Preset Values Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Creating Custom Messages Page Page Page Configuring the Optional Barcode Scanner Setting the Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter 6 Adding Postage 6 Adding Postage Postage By Phone Meter Payment Your Postage Meter Connection Alternatives - Review USPS Rekey Requirements 6 Adding Postage Managing Your Postage Funds Connecting Your Postage Meter to a LAN Connecting Your Postage Meter to an Analog Phone Line Connecting Your Control Center to a Remote Analog Line Page Adding Postage Postage Pass - Automated Postage Refill Page 7 INVIEW Accounting Navigating Hints Overview of Accounting Before You Begin Using the INVIEW Accounting Setup Procedures Setting Up the Mailing System for INVIEW Setting the Accounting Period Page Setting Up a Global Surcharge or Discount Selecting an Accounting Type Setting the INVIEW Accounting Owner Page Reporting Options Clearing Account Data Setting Up Operators Enabling Operators Enabling Operator Passwords Creating Operators Setting Operator Auto Log Off Deleting Operators Viewing and Editing Operators Working with INVIEW Accounts INVIEW Accounting Account Structure Creating an Account Creating an Subaccount or Subsubaccount Viewing or Editing an Deleting an Account Running Mail Selecting an Account in Time Date Stamping Mode Selecting an Account in Seal Only Mode Entering a Batch Surcharge Selecting a Job ID Transaction Options Entering Manual Transaction Viewing the Transaction Log Transferring Transaction Data Clearing the Transaction Log Page Printing Transaction Receipts INVIEW Accounting Reports Printing Reports Report Printing Queue Report Macros Page Custom Reports Page Transaction Log Report SV62201 Rev. C 7-29 Weight Break Account/Class Weight Break Carrier/Class 7-30 SV62201 Rev. C Weight Break Job ID/Class Account Summary Report SV62201 Rev. C 7-31 Quick Profile Report settings. Accounting Setup Report 7-32 SV62201 Rev. C Account List Report Account Speed Code List Report Operator List Report Resync with Host PC 8 Reports Introduction Viewing a Report Printing a Report Report Print Queue Single Account Report Multi-Account Summary Internal Printer Version External Printer Version Last Five Refills Report USPS Confirmation Services Report (System Printer Required) Account List Report (External Printer Required) Funds Report System Set Up Report Error Report Job Report 8-12 SV62201 Rev. C Data Capture Report (Non-US Use Only) This report displays only on the screen. Use the up and down arrow keys to Electronic Return Receipt Installed/ Pending Rates Page Page 9 Maintaining and Updating Items to Keep On Hand Cleaning the Exterior Tape Maintenance Tape is still on roll Tape has run out E-Z Seal Sealing Solution Maintenance Moistener Maintenance Page Page Page Page Page Printer Maintenance Printing a Test Pattern Cleaning the Printer Nozzle Replacing the Ink Cartridge Page Changing the Printhead Page Page Changing the Wiper Blade Assembly Performing Updates or Adding Features Page 10 Troubleshooting How to Troubleshoot your Mailing Ink Waste Full Tray Warning Envelope Sealing Problems Page Page Page Page Tape Feeding Problems Printing Problems Postage Refill Problems Display Problems 3. Page Weighing Problems Page Page Page 12 Specifications Specifications Electrical and Operating Conditions Dimensions and Weight Capacities and Features NOTE: 12 Specifications Accounting Features Mailing Materials Page Page Page Page A Glossary