Your Accounting System Features | Pitney Bowes DM550, DM500 instruction

7 • Accounting Setup

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 ac- count 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 lev- el 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 Ac- count Structure and Hierarchy section in this chapter.

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Pitney Bowes DM550, DM500 manual Your Accounting System Features

Contents

DM500TMand DM550TM Page SV60890 Rev. G Alerting Messages FCC Compliance FCC Compliance of Modem Page Contents DM500 and DM550 Digital Mailing System Operating GuidePage Pitney Bowes Contact Information List Pitney Bowes Web SitesOur Help Desk Postage By Phone SystemPage Read This First Read This First What’s in This Guide DM500 and DM550 Digital Mailing System Operating Guide Other Information Publications On the SystemWeb Resources Our Help Desk Scale User Guide What You Need to Know Usps Requirements Safety Requirements Read This First Safety Requirements OFF Meet the DM500 and DM550 Digital Mailing System Features and Benefits Meet the DM500 and DM550 Digital Mailing SystemIntroducing Mailing System Energy Star Rating Postage Meter Ability to Communicate with other Applications Accounting and Reports Standard Accounting and Reporting Business Manager Parts of the Mailing System Mailing System Exterior Right Side View of the DM500 and DM550 System ExteriorMailing System 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 IntelliLink Control Center Main Screen Mail In a Minute Preparing Your Mail Mail in a MinuteMail In a Minute Running the Mail Select Key In Postage Printing Postage Tapes Running Mail Select Mode Running MailNavigating Hints Applying Postage Running Mail Determining the Correct Postage Mode Chart a Printing on MailThen use this mode Feeding Mail or Printing Tape? Chart B Postage Tape Mode Chart C Mail Modes with no PostageMode Determining the Correct Postage Preparing Your Mail About Running Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mail While your mailing system processes the mail, the screen Mode Selection Key in Postage Before using differential weighing Differential WeighingTo use differential weighing Select Differential Weighing Attached Scale Manual Weight EntrySelect Manual Weight Entry Select Attached Scale AutoTape Attached Scale AutoTapePrint Permit Seal Only To select a Print Permit Deselect an Account Selecting or Deselecting an AccountSelect an Account Selecting a Class, Carrier, or Special Service Selecting ZIP Codes Zones Select a Country Selecting the Meter Stamp Options Meter Stamp OptionsMeter Stamp Options Date Urgent Advertisement Inscription Print Position Multiple Tapes Using Electronic Confirmation Services Overview Postage Calculation for Confirmation ServicesDiscounts for Confirmation Services Sending Your Records to Pitney Bowes Adding Services or Making Changes Overview Tracking Information on the Internet Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage Editing, Deleting or Sending Confirmation Services Records Adding Postage or Changing the Date To add more postage To change the date Clearing the Batch Count Mailing System Setup Select Option Mailing System SetupNavigating Hints Overview Mailing System Setup DM500 and DM550Digital Mailing System Operating Guide Select Change Language Setting the Date and Time of Day To password protect an operation Setting Up a Supervisor PasswordTo create a supervisor password Setting Up a Lock Code Change Lock Code Scale/Rates Setting Up the Scale and Selecting RatesScale/Rates Setup Diff Weigh Trip Weight AutoScaleClass if New Piece Select Class if new Piece ZIP/Zone Prompt Destination if New PieceDestination if New Class Discount Code BMC Intra ZIPAdd ZIPs to Zone Confirm Svc Barcode Prompt Setting Up Postage By Phone Meter Payment SystemPhone/Network Set Up Phone/Network Set Up PBP Account #Dialing Prefix PB Phone # Secondary PB # My Phone #Dialing Type Select My Phone # Modem Type Modem String Network Settings Configuring High/Low Funds Warnings Configuring Low Ink Warning Configuring System Timeouts TimeoutsTimeouts Display Sleep Preset Timer TimeoutNormal Feeding Timer Waiting forEnv Transaction Defining Presets How to Define Normal Preset ValuesPress the Custom Presets key Press the screen key for Store Current Setting to Preset Select Store Current Setting to Preset How to Define Custom Preset ValuesHow to Store Advance Date in a Custom Preset Example PresetsDefining How to Edit Custom Preset Values How to View, Rename, or Delete Presets Taking the Meter Out of Service Adding an Optional Printer Configuring the Optional Barcode Scanner Setting Default Scan Type If your accounting Barcode Select System is Contains Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter Adding Postage Adding Postage Postage By PhoneYour Postage Meter Usps Rekey Requirements If you need assistance with Postage By Phone System Managing Your Postage Funds Which connector do I use? Connecting Your Postage Meter to an Analog Phone LineConnecting Your Postage Meter Local Analog Phone Line Connecting Your Postage Meter to an Analog Phone Line Connecting Your Mailing System Remote Analog Phone Line Adding Postage DM500 and DM550 Digital Mailing System Operating Guide Adding Postage Select Quick Refill, or Other Refill Amount Standard Accounting Setup Contents Navigating Hints Select Account Accounting SetupSet Up Accounts Overview of Accounting Using Account Setup Procedures Before Using Setup Procedures Viewing Accounts orSubaccounts Creating Accounting Messages Editing Accounts Select Edit Account Select Accounting Period Setting an Account PeriodTurning Standard Accounting On or Off Engineering Software Industrial Design Turning Account Password Protection On or OffDeleting Accounts and Subaccounts Turning Reset Individual Accounts On or Off Resetting Clearing all Accounts Transferring Funds Setting the Station ID Selecting an Accounting Type Your Accounting System Features Subsubaccount User Friendly Testing Account Structure HierarchyExample Account Engineering Subsubaccount Graphics and Layout Hierarchal Reporting Structure Engineering Reports Single Account Report How To View a Report How to Print a ReportReports Introduction Reports Single Account ReportScreen Display Printed Report Multi-Account Summary Screen DisplayPrinted Report Internal printer version External Printer Version Account Summary Last 5 Refills Report Last 5 Refills Report Confirmation Services Report System Printer Confirmation Services ReportPrinted Report System Printer Printed Report Attached Printer Permit Mail Report Account List ReportExternal Printer Required Permit Mail Report Funds Report Funds Report System Setup Report Error Report Error Report Job Report Job Report Installed/Pending Rates Data Capture ReportLast Rates Downloaded View Download LogPage Maintaining and Updating Items to Keep On Hand Cleaning the ExteriorMaintaining and Updating Tape is still on roll Tape MaintenanceDM500and DM550 Digital Mailing System Operating Guide Tape still on Roll Tape has run out Seal Sealing Solution Maintenance Moistener Maintenance Cleaning or Replacing the Moistener Brush 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 Printing a Test Pattern Printer MaintenanceSelect Maintenance Select Print Test Pattern Cleaning the Printer Nozzle Select Maintenance 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 Changing Printhead Changing Wiper Blade Assembly Select Maintenance Select Replace Wiper Blade Assembly Performing Updates or Adding Features Turn on New FeaturesPerform Software Updates Select Updates and Add-Ons Feature Code Phone Download Troubleshooting Troubleshooting How to Troubleshoot your DM Series Digital Mailing System SV60890 Rev. G 10-3 To clear a jam in the feed deck Figure below To clear a jam in the transport deck Press Tape to feed tape screen key Tape Feeding Problems Description Possible Causes SolutionPrinting Problems Printing Problems Description Possible Causes Solution As described in Cleaning the Printer Nozzle Display Problems Refer to the Pitney Bowes Contact Informa Weighing Problems Description Possible Causes Solution Zero Scale To test the scale Supplies and Options Supplies and Options Ordering SuppliesConsumables You Can Order Ordering a Pitney Bowes Supply Catalog Confirmation Services Moistener Kit Wiper Blade Printhead Kits Accessories You Can Order Advertisements and Inscriptions Usps Supplies Ordering Permits for Your Mailing SystemPage 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 Refer to Chapter and Section Done Operator Training ChecklistLearning About Your System How to do the following Refer to Chapter and Section Done Basic Operations Password Advanced Operations 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 Capacities DM500 DGF1 1, DEP0 DM550 DHF1 1, DEP0 Features Accounting DM500 DGF1 1, DEP0 DM550 DHF1 1, DEP0 Features Mailing Materials Maximum Envelope DimensionsMinimum Page Index Index DM500 and DM550 Digital Mailing System Operating Guide Index DM500 and DM550 Digital Mailing System Operating Guide Index