Standard Accounting | Pitney Bowes DM550, DM500 manual

7 • Standard Accounting

Navigating Hints

•You can access all of the accounting features by pressing the Accounts key on the IntelliLink® Control Center. The system displays the account names in the format shown here (Standard Accounting):

Select Account

0. None

1. Account Name>

<subacct>-<sub-subacct>

2. Account Name>

<subacct>-<sub-subacct>

3. <Account Name>

<subacct>-<sub-subacct>

4. <Account Name>

Enter Account Number:

Name  SetAccountsUp

More Options

Screen

Options

Arrow Keys

and Help

Information

•To enter the account set up mode, press the right arrow key on the con- trol center as indicated by the help information on the bottom on the right side of the main screen. The “Set Up Accounts” screen shown below appears:

Set Up Account

1. View Account

2. Edit Account

3. Create Account/Sub

4. Transfer Funds

5. Accounting Period

Exit

Setup 

More Options

Screen

Options

Arrow Keys

and Help

Information

•The maximum number of options displayed is 5. To view more options, press the down arrow key.

•You can select a numbered option either by pressing the screen key next to the option, or by pressing the corresponding number on the key- board and then pressing the Enter key.

•Pressing the left arrow key returns you to the main screen.

7-2	SV61436 Rev. D

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Pitney Bowes DM550, DM500 manual Standard Accounting

Contents

DM500 and DM550 Series Page SV61436 Rev. D Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Our Help Desk Pitney Bowes Contact Information ListPB Web Sites Postage By Phone System Pitney Bowes SuppliesPage Read This First What’s in this Guide Other Information Read This First Usps Requirements Safety RequirementsWhat You Need to Know Read This First OFF Read This First Contents Introducing the DM Series Mailing System Meet the DM500 and DM550 Series Digitial Mailing System Introducing DM Series Mailing System Features and Benefits Meet the DM500 and DM550 Digital Series Mailing System Variety of Communications Options Accounting and Reporting Shape Based Rating Quick Reference Card Set These Parts of the Mailing SystemMailing System Exterior 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 Running the Mail Select Key In Postage Printing Postage Tapes Running Mail Select Mode Navigating Hints Applying Postage Running Mail Feeding Mail or Printing Tape? Determining the Correct Postage ModeChart a Printing on Mail Chart B Postage Tape Mode Chart C Mail Modes with no Postage Preparing Your Mail About Running Mail Adding Postage in this guide Tips on Feeding Mail About Printing Postage Tapes While your mailing system processes the mail, the screen Selecting the Postage Mode and Running the MailMode Selection Reduced Speed Mode Selection Key in Postage WOW Weigh On-The-Way Select WOW Weigh on the Way To use differential weighing Mode Selection Weigh First Piece Differential WeighingSelect Weigh First Piece Select Differential Weighing Mode Selection Manual Weight Entry Select Manual Weight Entry Mode Selection Attached Scale Mode Selection Seal Only Mode Selection Time and Date Stamping Selecting an Account Manually Selecting or Deselecting an AccountSelecting an Account Selecting an Account by Speed Code Deselecting an AccountSelecting an Account by Name Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Meter Stamp Options Advertisement Selecting the Meter Stamp OptionsMeter Stamp Options Date Select Meter Stamp Options Select Meter Stamp Options, then select Text Entries Overview Postage Calculation for Confirmation ServicesDiscounts for Confirmation Services Sending Your Records to Pitney Bowes Using Confirmation Services Before Printing Postage Adding Services or Making Changes Adding Confirmation Services After Printing Postage SV61436 Rev. D Confirmation Services Installation/SetupPress Existing Features Press Confirmation Services Processing Electronic Return Receipt Setup OptionsSelect Confirmation Services Select E-Ret Receipt Enter the Usps tracking barcode number Using ERR With a Customer Reference Number Processing ERR with a Customer Reference Number Select Certified Select Offline eRR Off-Line Electronic Return Receipt ERRSelect 1stCl Letter To add more postage ClearingBatch the Count To change the date Mailing System Setup Contents Mailing System Setup Overview Mailing System Set Up Setting the Display Language Adjusting Display Contrast Setting the Date and Time of Day Creating a Supervisor Password Setting Up a Supervisor PasswordSetting Up a Lock Code Password Protecting an Operation Class if new Piece, Dest. if new Setting Up the Scale and Selecting RatesScale/Rates Piece and Dest. if new Class options allow Select WOW Weight Limit Select WOW Start Key Select Carrier/Class Disp Select Class if new Piece Scale/Rates ZIP/Zone Prompt Scale/Rates Destination if New PieceScale/Rates Autoclear Destination Value Select Add ZIPs to Zone Scale/Rates Add ZIPs to ZoneSelect BMC Intra ZIP Select Discount Code Scale/Rates Smart Classes Creating a Smart Class with an Auto Inscription To set the next weight break point, select Add Another Class Setting Up a Smart Class with an Auto Inscription Select View Detail Select Modify Auto Ad/Inscription Scale/Rates Auto Rate Large EnvelopeModifying a Smart Class with an Auto Inscription Yes, Post as Flat Setting Up Postage By Phone Meter Payment System Select Dialing Prefix Select My Phone # 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 WarningConfiguring Low Ink Warning Setting the Low Funds Warning Value Select Basic Settings and then Timeouts Select System Sleep Timeouts Display Sleep Energy StarStandby Mode Least Power Usage SV61436 Rev. D Defining Presets Timeouts Transaction Press the screen key for Store Current Setting to Preset Defining Normal Preset ValuesPress the Custom Presets key Defining Custom Preset Values Select Store Current Setting to Preset Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Specifications Sample Creating a Custom Message for the First Time Select Set Up, then select Text Entry Set UpPostal Rules and Guidance Adding Additional Custom Messages Select Meter Stamp Option, then select Text Entries Editing a Custom MessageDeleting a Custom Message Envelope Guidance Drop Shipment Endorsement Taking the Meter Out of Service Adding an Optional Printer Configuring the Optional Barcode Scanner Setting Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter Adding Postage Postage By Phone Meter Payment System Your Postage Meter Usps Rekey Requirements Connection Alternatives Review Managing Your Postage Funds Checking Your Postage By Phone System Account Balance Connecting Your Control Center to a Remote Analog Line CheckingAvailable Funds in Your Postage Meter Postage meter, follow these steps AddingPostage Pass Automated Postage Refill Select Quick Refill, or Other Refill Amount Recommended Minimum Default $2000 $8000 $1000 $5000 Setting an Account Period Standard Accounting Standard Accounting Using Account Setup Procedures Overview of Accounting Select View Accounts Before Using Setup ProceduresCreatingAccounts Select Create Account/Sub Select Create Account/Sub Accounts Setting an Account PeriodEditing Select Edit Account DeletingAccounts Delete TurningReset Individual Accounts On or Off Select Transfer Entire Amount, or TransferringFunds AccuTrac Selecting an Accounting TypeStandard Your Accounting System Features Account Structure Hierarchy Examples Engineering Standard Accounting Reports Introduction Viewing a Report Printing a Report Introduction Viewing a Report Printing a Report Screen Display Single Account ReportReport Print Queue Printed Report Multi-Account Summary Report Internal Printer Version External Printer Version Last Five Refills Report Printed Report Attached Printer Confirmation Services Report System Printer RequiredPrinted Report System Printer Account List Report External Printer Required Funds Report System Set Up Report Error Report Job Report DDDDDGGGGG1245 View Download Log Report Installed Pending Rates ReportLast Rates Downloaded Report Reports Contents Items to Keep On Hand Maintaining and Updating Maintaining and Updating Items to Keep On Hand Cleaning the ExteriorTape Maintenance Select Maintenance Select Load Tape Select Unload Tape Tape is still on roll 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 Select Maintenance Select Maintenance Select Print Test PatternNo, clean the print nozzle screen key. Go to step Replacing the Ink Cartridge Maintaining and Updating Changing the Printhead Printhead cover Proceed to Changing the Wiper Blade Assembly section Changing Wiper Blade Assembly Select Maintenance Select Replace Wiper Blade Assembly Performing Updates or Adding Features Maintaining and Updating Troubleshooting How to Troubleshoot your Mailing System Ink Waste Full Tray Warning Envelope Sealing Problems Description Possible Causes Solution Envelope Feeding Problems Select Sealer off To clear a jam in the WOW deck To clear a jam from the transport deck Tape Feeding Problems Printing Problems Refer to the Changing the Printhead Postage Refill Problems Display Problems Weighing Problems Scale To test the scale Supplies and Options Comsumables You Can Order Confirmation Services LabelsSupplies and Options Specifications Dimensions and Weight SpecificationsSpecifications Electrical and Operating Conditions Capacities and Features DM500 DM550 Specifications Accounting Features Mailing Materials Maximum Minimum This page intentionally left blank Glossary Glossary PSD Device PSD Usps Glossary Index 10-5,10-6,10-7 Password Tape Page SV61436revd