Pitney Bowes DM500, DM550 manual Viewing, Accounts or, Subaccounts, Creating, Select View Accounts

Models: DM500 DM550

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Viewing

DM500™ and DM550™ Digital Mailing System Operating Guide

1

Viewing

1.

Press the Accounts key.

 

Accounts or

2.

Press the right arrow key to enter the “Set Up Accounts” screen.

 

Subaccounts

3.

Select View Accounts.

 

 

4.

The names of your top level accounts appear. Select the account you

 

 

 

want.

 

 

5.

The system displays the total funds and total pieces for that account

 

 

 

which includes the rolled up totals for all its subaccounts and subsub-

 

 

 

accounts. If the account has subaccounts, you can also select View

 

 

 

Subaccount and View Subsubaccount to get the information for

 

 

 

each.

2

Creating

To create a new account:

 

Accounts

1.

Press the Accounts key.

 

and

2.

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

 

Subaccounts

3.

Select Create Account/Sub.

 

 

4.

Select Create a New Account. The system prompts you to enter an

 

 

 

account name.

 

 

5.

Type in the name using the keyboard or numeric keypad and press

 

 

 

Enter. The “Account Information” screen appears and displays the op-

 

 

 

tions:

 

 

 

Edit Name

 

 

 

Edit Number

 

 

 

Add Change Password

 

 

 

Add Subaccount (to account) Subsubaccount (to subaccount)

 

 

 

Create Another Account Subaccount Subsubaccount

 

 

6.

Select the appropriate option and follow the prompts.

 

 

 

 

 

 

 

NOTES:

 

 

 

a. By default, the system assigns the next available account number to

 

 

 

your new account. If you want to assign a different number, select the

 

 

 

Edit Number option.

 

 

 

b. If you want to password protect this account, select the Add Password

 

 

 

option. You will be prompted to enter a password and then confirm it.

 

 

 

Passwords are case sensitive, can be alphanumeric and must be at

 

 

 

least four characters. (You need to enable password protection before

 

 

 

you can protect an individual account. Refer to 7 Turning Accounting

 

 

 

Password Protection On or Off in this chapter.

 

 

 

 

 

 

7.

When you are done, press the Enter key to save the account informa-

 

 

 

tion.

SV60890 Rev. G

7-5

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Pitney Bowes DM500, DM550 Viewing, Accounts or, Subaccounts, Creating, Select View Accounts, Select Create Account/Sub