Standard Accounting Setup | Pitney Bowes DM500, DM550 specs

SV60890 Rev. G

7Standard Accounting Setup*

Contents
Navigating Hints	7-2
Overview of Accounting	7-3
Using the Account Setup Procedures	7-4
Before Using the Setup Procedures	7-4
Viewing Accounts or Subaccounts	7-5
Creating Accounts and Subaccounts	7-5
Editing Accounts	7-7
Setting an Account Period	7-8
Turning Standard Accounting On or Off	7-8
Deleting Accounts and Subaccounts	7-9
Turning Account Password
Protection On or Off	7-9
Resetting (Clearing) All Accounts	7-10
Turning Reset Individual
Accounts On or Off	7-10
Transferring Funds	7-11
Setting the Station ID	7-12
Selecting Your Accounting Type	7-13
Your Accounting System Features	7-14
Account Structure and Hierarchy	7-15

*The information in this chapter applies only to the Standard Accounting application provided with your system. If you are using Budget Manager or Business Manager, refer to the documentation provided with those applications.

7-1

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Pitney Bowes DM500, DM550 manual Standard Accounting Setup, Contents Navigating Hints

Contents

DM500TMand DM550TM Page SV60890 Rev. G FCC Compliance Alerting Messages FCC Compliance of Modem Page DM500 and DM550 Digital Mailing System Operating Guide ContentsPage Postage By Phone System Pitney Bowes Contact Information ListPitney Bowes Web Sites Our Help DeskPage Read This First What’s in This Guide Read This First Scale User Guide DM500 and DM550 Digital Mailing System Operating GuideOther Information Publications On the System Web Resources Our Help Desk Usps Requirements What You Need to Know Safety Requirements Read This First Requirements Safety OFF Meet the DM500 and DM550 Digital Mailing System Energy Star Rating Postage Meter Features and BenefitsMeet the DM500 and DM550 Digital Mailing System Introducing Mailing System Ability to Communicate with other Applications Business Manager Accounting and Reports Standard Accounting and Reporting Mailing System Exterior Parts of the Mailing System Mailing System The DM500 and DM550 System ExteriorRight Side View of the DM500 and DM550 System Connectors on the Back of the Mailing System Base Connectors on the Back of the IntelliLink Control Center DM500 and DM550 Digital Mailing System Operating Guide Mailing System Interior DM500 and DM550 Digital Mailing System Operating Guide IntelliLink Control Center Control Center IntelliLink Main Screen Mail In a Minute Mail In a Minute Mail in a MinutePreparing Your Mail Select Key In Postage Running the Mail Printing Postage Tapes Running Mail Hints Select ModeRunning Mail Navigating Applying Postage Running Mail Feeding Mail or Printing Tape? Determining the Correct Postage ModeChart a Printing on Mail Then use this mode Determining the Correct Postage Chart B Postage Tape ModeChart C Mail Modes with no Postage Mode About Running Mail Preparing Your Mail About Printing Postage Tapes While your mailing system processes the mail, the screen Selecting the Postage Mode and Running the Mail Key in Postage Mode Selection Select Differential Weighing Before using differential weighingDifferential Weighing To use differential weighing Select Manual Weight Entry Manual Weight EntryAttached Scale Print Permit Attached Scale AutoTapeSelect Attached Scale AutoTape Seal Only To select a Print Permit Select an Account Selecting or Deselecting an AccountDeselect an Account Selecting a Class, Carrier, or Special Service Selecting ZIP Codes Zones Select a Country Date Selecting the Meter Stamp OptionsMeter Stamp Options Meter Stamp Options Advertisement Urgent Inscription Multiple Tapes Print Position Sending Your Records to Pitney Bowes Using Electronic Confirmation ServicesOverview Postage Calculation for Confirmation Services Discounts for Confirmation Services Overview Tracking Information on the Internet Adding Services or Making Changes Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage Editing, Deleting or Sending Confirmation Services Records To add more postage Adding Postage or Changing the Date To change the date Clearing the Batch Count Mailing System Setup Navigating Hints Mailing System SetupSelect Option DM500 and DM550Digital Mailing System Operating Guide Overview Mailing System Setup Select Change Language Setting the Date and Time of Day To create a supervisor password Setting Up a Supervisor PasswordTo password protect an operation Change Lock Code Setting Up a Lock Code Scale/Rates Setup Setting Up the Scale and Selecting RatesScale/Rates Select Class if new Piece Diff Weigh Trip WeightAutoScale Class if New Piece Destination if New Class Destination if New PieceZIP/Zone Prompt Add ZIPs to Zone BMC Intra ZIPDiscount Code Phone/Network Set Up Setting Up Postage By Phone Meter Payment SystemConfirm Svc Barcode Prompt PB Phone # Phone/Network Set UpPBP Account # Dialing Prefix Select My Phone # Secondary PB #My Phone # Dialing Type Modem String Modem Type Network Settings Configuring Low Ink Warning Configuring High/Low Funds Warnings Display Sleep Configuring System TimeoutsTimeouts Timeouts Feeding Preset TimerTimeout Normal Transaction TimerWaiting for Env Press the screen key for Store Current Setting to Preset Defining PresetsHow to Define Normal Preset Values Press the Custom Presets key How to Store Advance Date in a Custom Preset How to Define Custom Preset ValuesSelect Store Current Setting to Preset Defining PresetsExample How to View, Rename, or Delete Presets How to Edit Custom Preset Values Taking the Meter Out of Service Adding an Optional Printer Configuring the Optional Barcode Scanner If your accounting Barcode Select System is Contains Setting Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter Adding Postage If you need assistance with Postage By Phone System Adding PostagePostage By Phone Your Postage Meter Usps Rekey Requirements Managing Your Postage Funds Connecting Your Postage Meter Local Analog Phone Line Connecting Your Postage Meter to an Analog Phone LineWhich connector do I use? Connecting Your Mailing System Remote Analog Phone Line Connecting Your Postage Meter to an Analog Phone Line Adding Postage DM500 and DM550 Digital Mailing System Operating Guide Select Quick Refill, or Other Refill Amount Adding Postage Contents Navigating Hints Standard Accounting Setup Set Up Accounts Accounting SetupSelect Account Overview of Accounting Before Using Setup Procedures Using Account Setup Procedures Creating ViewingAccounts or Subaccounts Accounting Messages Select Edit Account Editing Accounts Turning Standard Accounting On or Off Setting an Account PeriodSelect Accounting Period Deleting Accounts and Subaccounts Turning Account Password Protection On or OffEngineering Software Industrial Design Resetting Clearing all Accounts Turning Reset Individual Accounts On or Off Funds Transferring Setting the Station ID Selecting an Accounting Type Your Accounting System Features Subsubaccount Graphics and Layout Subsubaccount User Friendly TestingAccount Structure Hierarchy Example Account Engineering Engineering Hierarchal Reporting Structure Single Account Report Reports Introduction How To View a ReportHow to Print a Report Reports Printed Report ReportsSingle Account Report Screen Display Internal printer version Multi-Account SummaryScreen Display Printed Report Account Summary External Printer Version Last 5 Refills Report Last 5 Refills Report Printed Report Attached Printer Confirmation Services Report System PrinterConfirmation Services Report Printed Report System Printer Permit Mail Report Permit Mail ReportAccount List Report External Printer Required Funds Report Funds Report System Setup Report Error Report Error Report Job Report Job Report View Download Log Installed/Pending RatesData Capture Report Last Rates DownloadedPage Maintaining and Updating Maintaining and Updating Cleaning the ExteriorItems to Keep On Hand DM500and DM550 Digital Mailing System Operating Guide Tape MaintenanceTape is still on roll Tape has run out Tape still on Roll Seal Sealing Solution Maintenance Cleaning or Replacing the Moistener Brush Moistener Maintenance Stripper Finger Cleaning or Replacing the Wick DM500and DM550 Digital Mailing System Operating Guide 14 18 mm 0.55 0.71 DM500and DM550 Digital Mailing System Operating Guide Stripper Finger Flap Select Maintenance Select Print Test Pattern Printer MaintenancePrinting a Test Pattern Select Maintenance Cleaning the Printer Nozzle Replacing the Ink Cartridge Ink Cartridge Lid Replacing the Ink Cartridge Changing the Printhead Grasp the printhead cover and pull up as shown here Locate the stand-off on top of the printhead shown here Printhead Changing Select Maintenance Select Replace Wiper Blade Assembly Changing Wiper Blade Assembly Select Updates and Add-Ons Performing Updates or Adding FeaturesTurn on New Features Perform Software Updates Phone Download Feature Code Troubleshooting How to Troubleshoot your DM Series Digital Mailing System Troubleshooting SV60890 Rev. G 10-3 Figure below To clear a jam in the feed deck To clear a jam in the transport deck Printing Problems Tape Feeding Problems Description Possible Causes SolutionPress Tape to feed tape screen key As described in Cleaning the Printer Nozzle Printing Problems Description Possible Causes Solution Refer to the Pitney Bowes Contact Informa Display Problems Zero Scale Weighing Problems Description Possible Causes Solution To test the scale Supplies and Options Ordering a Pitney Bowes Supply Catalog Supplies and OptionsOrdering Supplies Consumables You Can Order Moistener Kit Wiper Blade Printhead Kits Confirmation Services Advertisements and Inscriptions Accessories You Can Order Ordering Permits for Your Mailing System Usps SuppliesPage Glossary Glossary DM500 and DM550 Digital Mailing System Operating Guide Glossary DM500 and DM550 Digital Mailing System Operating Guide Glossary Usps Page Appendix B Operator Training Checklist Learning About Your System Operator Training ChecklistLearning About Refer to Chapter and Section Done Basic Operations How to do the following Refer to Chapter and Section Done Advanced Operations Password If You Need To Change Your System Setup Configuring System What You Need to Maintain Your System If You Have Problems with Your System Specifications Specifications Specifications Accounting DM500 DGF1 1, DEP0 DM550 DHF1 1, DEP0 Features Capacities DM500 DGF1 1, DEP0 DM550 DHF1 1, DEP0 Features Mailing Materials Minimum Envelope DimensionsMaximum Page Index Index DM500 and DM550 Digital Mailing System Operating Guide Index DM500 and DM550 Digital Mailing System Operating Guide Index