Pitney Bowes DM800 manual Select View Accounts, Select Create Account/Sub

DM800™ Series Digital Mailing System Operating Guide

1ViewingAccounts or Subaccounts

2CreatingAccounts and Subaccounts

1.Press the Accounts key.

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

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.

To create a new account:

1.Press the Accounts key.

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

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.

SV61162 Rev. C 7-5