Selecting an Accounting Type, Standard | Pitney Bowes DM550, DM500

7 • Standard Accounting

Selecting an

Accounting

Type

To select and accounting type, or to disable the accounting feature on your mailing system, follow the procedure here.

1.Press the Accounts key.

2.Press the right arrow key to enter the “Set up Account” screen.

3.Press the down arrow key to scroll down and select Accounting.

NOTE: The type of accounting currently set for your system is displayed next to the Accounting selection.

The “Select Accounting Type” screen appears and depending on the option(s) you purchased, displays the following:

•Off

•Standard

•Business Manager

•Budget Manager

•AccuTrac

•Meternet

4.To disable the current accounting, select Off.

NOTE: If accounting is enabled, whenever you run mail you MUST select an account. To avoid having to do this, select Off.

5.Enable the appropriate accounting option:

•To enable standard accounting provided with your system, select

Standard.

•If you have purchased Business Manager, select Business Manager.

•If you have purchased Budget Manager, select Budget Manager.

•If you have an AccuTrac SA connected to your system, select

AccuTrac.

CAUTION: If you switch from one accounting system to another, you will lose all of the data in the original accounting system..

7-10	SV61436 Rev. D

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Pitney Bowes DM550, DM500 manual Selecting an Accounting Type, Standard, AccuTrac

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 What You Need to Know Safety RequirementsUsps Requirements 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 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 Running the Mail Select Key In Postage Printing Postage Tapes Running Mail Select Mode Navigating Hints Applying Postage Running Mail Chart a Printing on Mail Determining the Correct Postage ModeFeeding Mail or Printing Tape? 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 Mode Selection Reduced Speed Selecting the Postage Mode and Running the MailWhile your mailing system processes the mail, the screen 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 Selecting or Deselecting an AccountSelecting an Account Manually Selecting an Account by Name Deselecting an AccountSelecting an Account by Speed Code 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 Press Existing Features Press Confirmation Services Installation/SetupConfirmation 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 1stCl Letter Off-Line Electronic Return Receipt ERRSelect Certified Select Offline eRR 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 Autoclear Destination Value Scale/Rates Destination if New PieceScale/Rates ZIP/Zone Prompt 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 Standby Mode Least Power Usage Timeouts Display Sleep Energy StarSelect Basic Settings and then Timeouts Select System Sleep SV61436 Rev. D Defining Presets Timeouts Transaction Press the Custom Presets key Defining Normal Preset ValuesPress the screen key for Store Current Setting to Preset 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 Funds TransferringSelect Transfer Entire Amount, or Standard Selecting an Accounting TypeAccuTrac 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 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 Contents Items to Keep On Hand Maintaining and Updating Tape Maintenance Items to Keep On Hand Cleaning the ExteriorMaintaining and Updating 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 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 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 Supplies and Options Confirmation Services LabelsComsumables You Can Order 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