Pitney Bowes DM800i Series 7 Standard Accounting

7 • Standard Accounting

SV61162 Rev. D

Navigating Hints................................................................................... 7-2

Overview of Accounting ....................................................................... 7-3

Using the Account Setup Procedures ..................................................7-3

Before Using the Setup Procedures.....................................................7-4

Viewing Accounts................................................................................. 7-4

Creating Accounts................................................................................ 7-4

Editing Accounts ..................................................................................7-6

Setting an Account Period....................................................................7-6

Turning Standard Accounting On or Off............................................... 7-7

Deleting Accounts ................................................................................7-7

Turning Account Password Protection On or Off..................................7-7

Resetting (Clearing) all Accounts......................................................... 7-8

Turning Reset Individual Accounts On or Off....................................... 7-8

Transferring Funds............................................................................... 7-9

Selecting an Accounting Type............................................................7-10

Your Accounting System Features..................................................... 7-11

Account Structure and Hierarchy .......................................................7-12

Contents

Main Page Page Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List Page Page Whats in this Guide Other Information What You Need to Know USPS Requirements Safety Requirements Page DJPS/DMPS Power Stacker Important Information About Powering Your DM Series Digital Mailing System Off ON NO NO YES OFF Page Introducing the DM Series Features and Benefits Control Center Rating Energy Star Variety of Communications Options Ability to Use Other Pitney Bowes Equip- ment DJPS/DMPS Power Stacker Mail Machine Interface Accounting and Reporting Budget Manager Business Manager Advertisements and Inscriptions Shape Based Rating COMPLIANTCOMPLIANT Parts of the Mailing System Exterior Page Page Page Mailing System Interior Page The IntelliLink Control Center Page Page Connectors on the Back of the IntelliLink Control Center Page Page 3 Mail in a Minute Mail in a Minute Preparing Your Running the 3 Mail in a Minute Printing Postage Tapes 4 Running Mail Page Applying Postage and Running Mail Determining the Correct Postage Mode Feeding Mail or Printing Tape? Chart B - Postage Tape Mode Chart C - Mail Modes with NO Postage Preparing Your Ma il About Running Mail Page Tips on Feeding Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mode Selection: Reduced Speed Mode Mode Selection: Key in Postage Mode Selection: WOW - Weigh- On-The-Way Mode Selection: Weigh First Piece Mode Selection: Differential Weighing Mode Selection: Manual Weight Entry Mode Selection: Attached Scale Mode Selection: Attached Scale - AutoTape Mode Selection: Print Permit Mode Selection: Seal Only Mode Selection: Time and Date Stamping Selecting or Deselecting an Account Selecting an Account Deselecting an Account Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Selecting the Meter Stamp Options Meter Stamp Options: Date Meter Stamp Options: Advertisement Meter Stamp Options Page Using Electronic Confirmation Services Overview Using Confirmation Services Before Printing Postage Adding Confirmation Services After Printing Postage Editing, Deleting or Sending Confirmation Services Records Using Electronic Return Receipt (ERR) Page Page Page Using ERR with a Customer Reference Number Off-Line Electronic Return Receipt (ERR) Adding Postage or Changing the Date Clearing the Batch Count Page 5 Mailing System Setup Page Overview of Mailing System Set Up Page Setting the Date and Time of Day Setting Up a Supervisor Password Creating a Supervisor Password Password Protecting an Operation Setting Up a Lock Code Setting Up the Scale and Selecting Rates WOW Weight Limit WOW Start Key Scale/Rates: Autoscale Page Scale/Rates: Destination if New Piece Scale/Rates: ZIP/Zone Prompt Scale/Rates: Destination if New Class Scale/Rates: BMC Intra ZIP Discount Code Zone 0 Add ZIPs to Scale/Rates: Confirm Svc Barcode Prompt Scale/Rates: Smart Classes Page Page Scale/Rates: Auto Rate Large Envelope Setting Up Postage By Phone Meter Payment Phone/Network Set Up: PBP Account # 7 Phone/Network Set Up: Dialing Prefix Phone/Network Set Up: PB Phone # Page Phone/Network Set Up: Use LAN Firewall Settings Phone/Network Set Up: Network Settings Phone/Network Set Up: Remote PC Refill Configuring High/Low Funds Warning Setting the Low Funds Warning Value Setting the High Value Warning for Key In Postage Configuring Low Ink Warning Configuring System Timeouts Timeouts: Display Sleep 10 Timeouts: Energy Star Sleep Timeouts Timeouts: Normal Preset Timer Timeouts: Feeding Timeout Timeouts: Waiting for Env Timeouts: Transaction Timeout Defining Presets Defining Normal Defining Custom Store Advance Date in a Custom Preset Editing Custom Viewing, Renaming, or Deleting Presets Creating Custom Messages Page Page Page Configuring the Optional Barcode Scanner Setting the Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting Auto-Enter 6 Adding Postage 6 Adding Postage Postage By Phone Meter Payment Your Postage Meter Connection Alternatives - Review USPS Rekey Requirements 6 Adding Postage Managing Your Postage Funds Connecting Your Postage Meter to a LAN Connecting Your Postage Meter to an Analog Phone Line Connecting Your Control Center to a Remote Analog Line Page Adding Postage Pass - Automated Postage Refill Page 7 Standard Accounting Page Overview of Using the Account Setup Procedures Before Using the Setup Procedures Viewing Creating Creating a New Subaccount or Subsubaccount Accounting Messages Editing Setting an Account Period Page Page Transferring Funds Selecting an Accounting Type Your Accounting System Features Account Structure and Hierarchy Page Page 8 Reports Introduction Viewing a Printing a Report Print Queue Single Account Multi-Account Summary Internal Printer Version External Printer Versio n Last Five Refills USPS Confirmation Services Report (System Printer Required) Account List Report (External Printer Required) Funds Report System Set Up Error Report Job Report 8-12 SV61162 Rev. D Data Capture Report (Non-US Use Only) Electronic Return Receipt Page Page 9 Maintaining and Updating Items to Keep On Hand Cleaning the Exterior Tape Tape is still on roll Tape has run out E-Z Seal Sealing Solution Priming the Moistener Moistener Page Cleaning or Replacing the Wick Adjusting Wetness Printer Printing a Test Pattern Cleaning the Printer Nozzle Replacing the Ink Cartridge Page Changing the Printhead Page Page Changing the Wiper Blade Assembly Performing Updates or Adding Features Page 10 Troubleshooting How to Troubleshoot your Mailing Ink Waste Full Tray Warning Envelope Sealing Problems Page Page Page Page Tape Feeding Problems Printing Problems Postage Refill Problems Display Problems 3. Page Weighing Problems Page Page Page 12 Specifications Specifications Electrical and Operating Conditions Dimensions and Weight Capacities and Features 12 Specifications Mailing Materials Accounting Features Page Page Page Page Page A Glossary