Standard Accounting, Setting an Account Period | Pitney Bowes DM500

7 • Standard Accounting

Navigating Hints	7-2
Overview of Accounting	7-3
Using the Account Setup Procedures	7-3
Before Using the Setup Procedures	7-4
Viewing Accounts	7-4
Creating Accounts	7-4
Editing Accounts	7-6
Setting an Account Period	7-6
Turning Standard Accounting On or Off	7-7
Deleting Accounts	7-7
Turning Account Password Protection On or Off	7-7
Resetting (Clearing) all Accounts	7-8
Turning Reset Individual Accounts On or Off	7-8
Transferring Funds	7-9
Selecting an Accounting Type	7-10
Your Accounting System Features	7-11
Account Structure and Hierarchy	7-12

SV61436 Rev. D

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Pitney Bowes DM500, DM550 manual Standard Accounting, Setting an Account Period

Contents

DM500 and DM550 Series Page SV61436 Rev. D FCC Compliance Alerting Messages FCC 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 Information What You Need to Know Safety RequirementsUsps Requirements Read This First OFF Read This First Meet the DM500 and DM550 Series Digitial Mailing System Contents Introducing the DM Series Mailing System Meet the DM500 and DM550 Digital Series Mailing System Introducing DM Series Mailing System Features and Benefits Accounting and Reporting Variety of Communications Options Shape Based Rating Mailing System Exterior Parts of the Mailing SystemQuick Reference Card Set These Meet the DM500 and DM550 Digital Series Mailing System Dual External Device USB Ports Serial Port Connector Top release jam lever Seal bottle Under the DM500 and DM550 Series Print Cover Function Keys SV61436 Rev. D Main Screen Connectors on the Back of the IntelliLink Control Center Meet the DM500 and DM550 Digital Series Mailing System Mail in a Minute Mail in a Minute Preparing Your Mail Select Key In Postage Running the Mail Printing Postage Tapes Running Mail Navigating Hints Select Mode Applying 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 Mode About Running Mail Preparing Your Mail Adding Postage in this guide Mail Tips on Feeding About Printing Postage Tapes Mode Selection Reduced Speed Selecting the Postage Mode and Running the MailWhile your mailing system processes the mail, the screen Select WOW Weigh on the Way Mode Selection Key in Postage WOW Weigh On-The-Way Select Weigh First Piece Mode Selection Weigh First Piece Differential WeighingTo use differential weighing Select Differential Weighing Select Manual Weight Entry Mode Selection Manual Weight Entry Mode Selection Attached Scale Mode Selection Seal Only Mode Selection Time and Date Stamping Selecting an Account Selecting or Deselecting an AccountSelecting an Account Manually Selecting an Account by Name Deselecting an AccountSelecting an Account by Speed Code Selecting ZIP Codes and Zones Selecting the Class, Carrier, Special Services or Options Selecting a Country Selecting a Smart Class Meter Stamp Options Date Selecting the Meter Stamp OptionsMeter Stamp Options Advertisement Select Meter Stamp Options Select Meter Stamp Options, then select Text Entries Discounts for Confirmation Services Postage Calculation for Confirmation ServicesOverview Sending Your Records to Pitney Bowes Adding Services or Making Changes Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage SV61436 Rev. D Press Existing Features Press Confirmation Services Installation/SetupConfirmation Services Select Confirmation Services Setup OptionsProcessing Electronic Return Receipt Select E-Ret Receipt Enter the Usps tracking barcode number Processing ERR with a Customer Reference Number Using ERR With a Customer Reference Number Select 1stCl Letter Off-Line Electronic Return Receipt ERRSelect Certified Select Offline eRR To add more postage To change the date ClearingBatch the Count Contents Mailing System Setup Mailing System Setup Overview Mailing System Set Up Setting the Display Language Adjusting Display Contrast Setting the Date and Time of Day Setting Up a Lock Code Setting Up a Supervisor PasswordCreating a Supervisor Password Password Protecting an Operation Scale/Rates Setting Up the Scale and Selecting RatesClass if new Piece, Dest. if new Piece and Dest. if new Class options allow Select WOW Start Key Select WOW Weight Limit Select Class if new Piece Select Carrier/Class Disp Scale/Rates Autoclear Destination Value Scale/Rates Destination if New PieceScale/Rates ZIP/Zone Prompt Select BMC Intra ZIP Scale/Rates Add ZIPs to ZoneSelect Add ZIPs to Zone Select Discount Code Creating a Smart Class with an Auto Inscription Scale/Rates Smart Classes To 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 Scale/Rates Auto Rate Large EnvelopeSelect View Detail Select Modify Auto Ad/Inscription Yes, Post as Flat Select Dialing Prefix Setting Up Postage By Phone Meter Payment System Select My Phone # Phone/Network Set Up Network Settings Phone/Network Set Up Use LAN Firewall Settings Configuring Low Ink Warning Configuring High/Low Funds WarningPhone/Network Set Up Remote PC Refill Setting the Low Funds Warning Value Standby Mode Least Power Usage Timeouts Display Sleep Energy StarSelect Basic Settings and then Timeouts Select System Sleep SV61436 Rev. D Timeouts Transaction Defining Presets Press the Custom Presets key Defining Normal Preset ValuesPress the screen key for Store Current Setting to Preset Select Store Current Setting to Preset Defining Custom Preset Values Store Advance Date in a Custom Preset Viewing, Renaming, or Deleting Presets Editing Custom Preset Values Sample Specifications Postal Rules and Guidance Select Set Up, then select Text Entry Set UpCreating a Custom Message for the First Time Adding Additional Custom Messages Deleting a Custom Message Editing a Custom MessageSelect Meter Stamp Option, then select Text Entries Envelope Guidance Drop Shipment Endorsement Adding an Optional Printer Taking the Meter Out of Service 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 System Connection Alternatives Review Usps Rekey Requirements Checking Your Postage By Phone System Account Balance Managing Your Postage Funds Connecting Your Control Center to a Remote Analog Line CheckingAvailable Funds in Your Postage Meter Postage Pass Automated Postage Refill AddingPostage meter, follow these steps Select Quick Refill, or Other Refill Amount Recommended Minimum Default $2000 $8000 $1000 $5000 Standard Accounting Setting an Account Period Standard Accounting Overview of Accounting Using Account Setup Procedures CreatingAccounts Before Using Setup ProceduresSelect View Accounts Select Create Account/Sub Select Create Account/Sub Editing Setting an Account PeriodAccounts Select Edit Account Delete DeletingAccounts TurningReset Individual Accounts On or Off Funds TransferringSelect Transfer Entire Amount, or Standard Selecting an Accounting TypeAccuTrac Your Accounting System Features Examples Account Structure Hierarchy Engineering Standard Accounting Introduction Viewing a Report Printing a Report Reports Introduction Viewing a Report Printing a Report Report Print Queue Single Account ReportScreen Display Printed Report Internal Printer Version Multi-Account Summary Report External 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 Reports Maintaining and Updating Contents Items to Keep On Hand Tape Maintenance Items to Keep On Hand Cleaning the ExteriorMaintaining and Updating Tape is still on roll Select Maintenance Select Load Tape Select Unload Tape Seal Sealing Solution Maintenance Moistener Maintenance Moistener brush button Moistener brush assembly Cleaning or Replacing the Wick Metal shield SV61436 Rev. D 14-18mm0.55-0.71 Printer Maintenance No, clean the print nozzle screen key. Go to step Select Maintenance Select Print Test PatternSelect Maintenance Replacing the Ink Cartridge Maintaining and Updating Changing the Printhead Printhead cover Proceed to Changing the Wiper Blade Assembly section Select Maintenance Select Replace Wiper Blade Assembly Changing Wiper Blade Assembly Performing Updates or Adding Features Maintaining and Updating Troubleshooting Ink Waste Full Tray Warning How to Troubleshoot your Mailing System Description Possible Causes Solution Envelope Sealing Problems Envelope Feeding Problems Select Sealer off To clear a jam in the WOW deck To clear a jam from the transport deck Printing Problems Tape Feeding Problems Refer to the Changing the Printhead Display Problems Postage Refill Problems Scale Weighing Problems To test the scale Supplies and Options Supplies and Options Confirmation Services LabelsComsumables You Can Order Specifications Specifications SpecificationsDimensions and Weight Electrical and Operating Conditions DM500 DM550 Capacities and Features Mailing Materials Specifications Accounting Features Minimum Maximum This page intentionally left blank Glossary Glossary PSD Device PSD Usps Glossary Index 10-5,10-6,10-7 Password Tape Page SV61436revd