Overview of Accounting | Pitney Bowes DM500, DM550 instruction

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Overview of Accounting

The information in this chapter describes how to set up the standard accounting package provided with your mailing system. 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 sections: Your Accounting System Features and Account Structure and Hierarchy at the end of this chapter. To begin using the account setup procedures, go to Using the Account Setup Procedures starting on the next page.

Using the

Account Setup

Procedures

The following is a list of all the account setup procedures. For details on each procedure, refer to the section number listed here.

1Viewing Accounts.

2Creating Accounts.

3Editing Accounts.

14 Setting an Accounting Period.

5Turning Accounting On or Off.

6Deleting Accounts.

7Turning Account Password Protection On or Off.

8Resetting (Clearing) All Accounts.

9Turning Reset Individual Accounts On of Off.

10Transferring Funds.

11Setting the Station ID.

12Selecting an Accounting Type.

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Pitney Bowes DM500, DM550 manual Overview of Accounting, Using Account Setup Procedures

Contents

DM500 and DM550 Series Page SV61436 Rev. D FCC Compliance Alerting Messages FCC Compliance of Modem Page Table of Contents Page Postage By Phone System Pitney Bowes Supplies Pitney Bowes Contact Information ListPB Web Sites Our Help DeskPage Read This First Read This First What’s in this Guide Other Information Safety Requirements What You Need to KnowUsps 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 Parts of the Mailing System Mailing System ExteriorQuick 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 Determining the Correct Postage Mode Chart a Printing on MailFeeding 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 Selecting the Postage Mode and Running the Mail Mode Selection Reduced SpeedWhile 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 Differential Weighing Mode Selection Weigh First Piece Differential WeighingSelect Weigh First Piece To use 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 or Deselecting an Account Selecting an AccountSelecting an Account Manually Deselecting an Account Selecting an Account by NameSelecting 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 Select Meter Stamp Options Selecting the Meter Stamp OptionsMeter Stamp Options Date Meter Stamp Options Advertisement Select Meter Stamp Options, then select Text Entries Sending Your Records to Pitney Bowes Postage Calculation for Confirmation ServicesDiscounts for Confirmation Services Overview Adding Services or Making Changes Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage SV61436 Rev. D Installation/Setup Press Existing Features Press Confirmation ServicesConfirmation Services Select E-Ret Receipt Setup OptionsSelect Confirmation Services Processing Electronic Return Receipt Enter the Usps tracking barcode number Processing ERR with a Customer Reference Number Using ERR With a Customer Reference Number Off-Line Electronic Return Receipt ERR Select 1stCl LetterSelect 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 Password Protecting an Operation Setting Up a Supervisor PasswordSetting Up a Lock Code Creating a Supervisor Password Piece and Dest. if new Class options allow Setting Up the Scale and Selecting RatesScale/Rates Class if new Piece, Dest. if new Select WOW Start Key Select WOW Weight Limit Select Class if new Piece Select Carrier/Class Disp Scale/Rates Destination if New Piece Scale/Rates Autoclear Destination ValueScale/Rates ZIP/Zone Prompt Select Discount Code Scale/Rates Add ZIPs to ZoneSelect BMC Intra ZIP Select Add ZIPs to Zone 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 Yes, Post as Flat Scale/Rates Auto Rate Large EnvelopeModifying a Smart Class with an Auto Inscription Select View Detail Select Modify Auto Ad/Inscription 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 Setting the Low Funds Warning Value Configuring High/Low Funds WarningConfiguring Low Ink Warning Phone/Network Set Up Remote PC Refill Timeouts Display Sleep Energy Star Standby Mode Least Power UsageSelect Basic Settings and then Timeouts Select System Sleep SV61436 Rev. D Timeouts Transaction Defining Presets Defining Normal Preset Values Press the Custom Presets keyPress 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 Adding Additional Custom Messages Select Set Up, then select Text Entry Set UpPostal Rules and Guidance Creating a Custom Message for the First Time Envelope Guidance Drop Shipment Endorsement Editing a Custom MessageDeleting a Custom Message Select Meter Stamp Option, then select Text Entries 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 Select Quick Refill, or Other Refill Amount AddingPostage Pass Automated Postage Refill Postage meter, follow these steps Recommended Minimum Default $2000 $8000 $1000 $5000 Standard Accounting Setting an Account Period Standard Accounting Overview of Accounting Using Account Setup Procedures Select Create Account/Sub Before Using Setup ProceduresCreatingAccounts Select View Accounts Select Create Account/Sub Select Edit Account Setting an Account PeriodEditing Accounts Delete DeletingAccounts TurningReset Individual Accounts On or Off Transferring FundsSelect Transfer Entire Amount, or Selecting an Accounting Type StandardAccuTrac 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 Printed Report Single Account ReportReport Print Queue Screen Display Internal Printer Version Multi-Account Summary Report External Printer Version Last Five Refills Report Confirmation Services Report System Printer Required Printed Report System PrinterPrinted Report Attached Printer Account List Report External Printer Required Funds Report System Set Up Report Error Report Job Report DDDDDGGGGG1245 Installed Pending Rates Report Last Rates Downloaded ReportView Download Log Report Reports Maintaining and Updating Contents Items to Keep On Hand Items to Keep On Hand Cleaning the Exterior Tape MaintenanceMaintaining 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 Select Maintenance Select Print Test Pattern No, clean the print nozzle screen key. Go to stepSelect 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 Confirmation Services Labels Supplies and OptionsComsumables You Can Order Specifications Electrical and Operating Conditions SpecificationsSpecifications Dimensions and Weight 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