7 • Accounting Setup

2CreatingAccounts and

Subaccounts

continued

To create a new subaccount or subsubaccount:

1.Press the Accounts key.

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

3.Select Create Account/Sub.

4.Select Add to an Existing Account. The system displays a list of all of the accounts and prompts you to select the account to which you would like to add a subaccount or subsubaccount.

If necessary use the down arrow key to scroll down through the list.

5.Select the account or subaccount.

6.Type in the name of the subaccount or subsubaccount and press Enter. The “Account Information” screen appears and displays the op- tions:

Edit Name Number:

Add SubSubaccount to: Add Change Password Create Another Subaccount for:

7.Select the appropriate option and follow the prompts.

NOTES:

a.) The account number and password, and total pieces and funds used (if they exist) are transferred to the first subaccount created (the next working, chargeable, account). They are further transferred down when a subsubaccount in this link is created (the new chargeable account).

b.) By default for addition subaccounts, the system assigns the next avail- able account number to your new subaccount.

c.) 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

Accounting Messages

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

When you attempt to create an account when all available accounts have been used, the message “Cannot create any more accounts” appears. You must delete an account before you can create another account. Alterna- tively, if you have fewer accounts than you system is capable of handling, you can upgrade to a higher number of accounts.

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Pitney Bowes DM800 manual Subaccounts, Accounting Messages

DM800 specifications

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