Your Accounting System Features | Pitney Bowes DM500, DM550 guide

DM500™ and DM550™ Series Digital Mailing System Operating Guide

Your

Accounting

System

Features

You can configure your mailing system to track and account for postage used by departments or individuals within your organization. Your system stores the following information for each account.

•Account name (alphanumeric)

—32 characters for top level accounts

—16 characters for subaccounts

—16 characters for subsubaccounts

•Account ID number

•Item total. This is the total number pieces of mail charged to an account since it was last cleared.

•Value total. This is the total amount of postage charged to an account since it was last cleared.

•Account password.

Your mailing machine has 25 standard accounts. You have the option to increase your accounts to 100 or 300 accounts. Only your chargeable level accounts are counted towards your account total. (Chargeable accounts are explained in the next section.)

If you need information on how to structure your accounts, refer to the Account Structure and Hierarchy section in this chapter.

SV61436 Rev. D

7-11

Image 119

Pitney Bowes DM500, DM550 manual Your Accounting System Features

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