Select Account, Set Up Account | Pitney Bowes DM800i Series guide

7 • Standard Accounting

Navigating Hints

•You can access all of the accounting features by pressing the Accounts key on the IntelliLink® Control Center. The system displays the account names in the format shown here (Standard Accounting):

Select Account

0. None

1. Account Name>

<subacct>-<sub-subacct>

2. Account Name>

<subacct>-<sub-subacct>

3. <Account Name>

<subacct>-<sub-subacct>

4. <Account Name>

Enter Account Number:

Name  SetAccountsUp

More Options

Screen

Options

Arrow Keys

and Help

Information

•To enter the account set up mode, press the right arrow key on the con- trol center as indicated by the help information on the bottom on the right side of the main screen. The “Set Up Accounts” screen shown below appears:

Set Up Account

1. View Account

2. Edit Account

3. Create Account/Sub

4. Transfer Funds

5. Accounting Period

Exit

Setup 

More Options

Screen

Options

Arrow Keys

and Help

Information

•The maximum number of options displayed is 5. To view more options, press the down arrow key.

•You can select a numbered option either by pressing the screen key next to the option, or by pressing the corresponding number on the key- board and then pressing the Enter key.

•Pressing the left arrow key returns you to the main screen.

7-2	SV61162 Rev. D

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Pitney Bowes DM800i Series manual Select Account, Set Up Account

Contents

DM800i Series  DM800i Series Mailing SystemPage SV61162 Rev. D Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Our Help Desk Pitney Bowes Contact Information ListPB Web Sites Postage By Phone System Pitney Bowes SuppliesPage Read This First What’s in this Guide Other  Information Read This First Safety Requirements What You Need to KnowRequirements Read This First Power Stacker DJPS/DMPS If your stacker has an AC adapter to power the stacker Contents Introducing the DM Series Mailing System Meet the DM800i Series Digitial Mailing System Meet the DM800i Series Digital Series Mailing System Energy Star  Rating Postage MeterEasy-to-Use IntelliLink  Control Center Ability to Use Other Pitney Bowes Equip- ment DJPS/DMPS Power StackerVariety of Communications Options Mail Machine Interface Inview Accounting Budget ManagerBusiness Manager Advertisements and Inscriptions Shape Based Rating Parts of the Mailing System Mailing System ExteriorQuick Reference Card Set These Left Side View of the DM800i Series System DM800i Series System with Optional WOW Module Connectors on the Back of the Mailing System Base Top release jam lever Seal bottle Under the DM800i Series Print Cover Function Keys DM800i Series Digital Mailing System Operating Guide Main Screen Connectors on the Back of the IntelliLink Control Center Analog Phone Line Connector Meet the DM800i Series Digital Series Mailing System Mail in a Minute Mail in a Minute Preparing Your Mail Running the Mail Select Key In Postage Printing Postage Tapes Running Mail Select Mode Navigating Hints Applying Postage Running Mail Determining the Correct Postage Mode Chart a Printing on MailFeeding Mail or Printing Tape? Chart B Postage Tape Mode Chart C Mail Modes with no Postage Preparing Your Mail About Running Mail Adding Postage in this guide Tips on Feeding Mail About Printing Postage Tapes Selecting the Postage Mode and Running the Mail Mode Selection Reduced SpeedWhile your mailing system processes the mail, the screen Mode Selection Key in Postage WOW Weigh On-The-Way Select WOW Weigh on the Way To use differential weighing Mode Selection Weigh First Piece Differential WeighingSelect Weigh First Piece Select Differential Weighing Mode Selection Manual Weight Entry Select Manual Weight Entry Mode Selection Attached Scale AutoTape Before using this weighing optionSelect Attached Scale AutoTape Mode Selection Print Permit Mode Selection Seal Only To select a Print Permit Mode Selection Time and Date Stamping Selecting or Deselecting an Account Selecting an AccountSelecting an Account Manually Deselecting an Account Selecting an Account by NameSelecting an Account by Speed Code Selecting the Class, Carrier, Special Services or Options Selecting ZIP Codes and Zones Selecting a Country Selecting a Smart Class Meter Stamp Options Advertisement Selecting the Meter Stamp OptionsMeter Stamp Options Date Meter Stamp Options Select Meter Stamp Options, then select Text Entries Overview Postage Calculation for Confirmation ServicesDiscounts for Confirmation Services Sending Your Records to Pitney Bowes Using Confirmation Services Before Printing Postage Adding Services or Making Changes Adding Confirmation Services After Printing Postage Running Mail Installation/Setup Press Existing Features Press Confirmation ServicesConfirmation Services Processing Electronic Return Receipt Setup OptionsSelect Confirmation Services Select E-Ret Receipt Enter the Usps tracking barcode number Using ERR  with a Customer Reference Number Processing ERR with a Customer Reference Number Off-Line Electronic Return Receipt ERR Select 1stCl LetterSelect Certified Select Offline eRR To add more postage ClearingBatch the Count To change the date Running Mail Mailing System Setup Contents Mailing System Setup Overview Mailing System Set Up Setting the Display Language Adjusting Display Contrast Setting the Date and Time of Day Creating a Supervisor Password Setting Up a Supervisor PasswordSetting Up a Lock Code Password Protecting an Operation Setting Up the Scale and Selecting Rates Scale/Rates Set UpScale/Rates Scale/Rates WOW Weight Limit WOW Start Key Autoscale Select WOW Weight LimitSelect WOW Start Key Select Carrier/Class Disp Select Class if new Piece Scale/Rates Destination if New Piece Scale/Rates Autoclear Destination ValueScale/Rates  ZIP/Zone Prompt Select Add ZIPs to Zone Scale/Rates Add ZIPs to  ZoneSelect BMC Intra ZIP Select Discount Code Scale/Rates Smart Classes Creating a Smart Class with an Auto Inscription To set the next weight break point, select Add Another Class Setting Up a Smart Class with an Auto Inscription Select View Detail Select Modify Auto Ad/Inscription Scale/Rates Auto Rate Large EnvelopeModifying a Smart Class with an Auto Inscription Yes, Post as Flat Setting Up Postage By Phone Meter Payment System Phone/Network Set UpSelect Dialing Prefix Select My Phone # Select Dialing Type 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 WarningConfiguring Low Ink Warning Setting the Low Funds Warning Value Standby Mode Least Power Usage Timeouts Display Sleep Energy StarTimeouts Select Basic Settings and then Timeouts Select System Sleep DM800iSeries Digital Mailing System Operating Guide Defining Presets Timeouts Transaction Defining Normal Preset Values Press the Custom Presets keyPress the screen key for Store Current Setting to Preset Defining Custom Preset Values Select Store Current Setting to Preset Store Advance Date in a Custom Preset Editing Custom Preset Values Viewing, Renaming, or Deleting Presets Specifications Sample Creating a Custom Message for the First Time Select Set Up, then select Text Entry Set UpPostal Rules and Guidance Adding Additional Custom Messages Select Meter Stamp Option, then select Text Entries Editing a Custom MessageDeleting a Custom Message Envelope Guidance Drop Shipment Endorsement Taking the Meter Out of Service Adding an Optional Printer Configuring the Optional Barcode Scanner Setting Default Scan Type Adding Barcode Prefixes Combining Barcodes Setting  Auto-Enter Adding Postage Postage By Phone Meter Payment System Your Postage Meter Usps Rekey Requirements Connection Alternatives Review LAN Managing Your Postage Funds Connecting Your Control Center to a Remote Analog Line CheckingAvailable Funds in Your Postage Meter Postage meter, follow these steps AddingPostage Pass Automated Postage Refill Select Quick Refill, or Other Refill Amount Recommended Minimum Default $2000 $8000 $1000 $5000 Setting an Account Period Standard Accounting Set Up Account Select Account Using Account Setup Procedures Overview of Accounting Select View Accounts Before Using Setup ProceduresCreatingAccounts Select Create Account/Sub DM800i Series Digital Mailing System Operating Guide Accounts Setting an Account PeriodEditing Select Edit Account DeletingAccounts Delete TurningReset Individual Accounts On or Off Transferring FundsSelect Transfer Entire Amount, or Selecting an Accounting Type StandardAccuTrac Your Accounting System Features Account Structure Hierarchy Examples Engineering Standard Accounting Reports Introduction Viewing a Report Printing a Report Introduction Viewing a Report Printing a Report Screen Display Single Account ReportReport Print Queue Printed Report Multi-Account Summary Report Internal Printer Version External Printer Version Last Five Refills Report Confirmation Services Report System Printer Required Printed Report System PrinterPrinted Report Attached Printer Account List Report External Printer Required Funds Report System Set Up Report Error Report Job Report DDDDDGGGGG1245 Installed Pending Rates Report Last Rates Downloaded ReportView Download Log Report Reports Contents Items to Keep On Hand Maintaining and Updating Maintaining and Updating Tape is still on roll in this section Select Maintenance Select Load Tape Select Unload Tape Tape is still on roll Seal  Sealing  Solution Maintenance Moistener  Maintenance Priming the Moistener Moistener brush button Moistener brush assembly Printer Maintenance Cleaning or Replacing the WickAdjusting  Wetness Select Maintenance Select Print Test Pattern No, clean the print nozzle screen key. Go to stepSelect Maintenance Replacing the Ink Cartridge Maintaining and Updating Changing the Printhead Printhead cover Proceed to Changing the Wiper Blade Assembly section Changing Wiper Blade Assembly Select Maintenance Select Replace Wiper Blade Assembly Performing Updates or  Adding  Features Maintaining and Updating Troubleshooting How to Troubleshoot your Mailing System Ink Waste Full Tray Warning Envelope Sealing Problems Description Possible Causes Solution Envelope Feeding Problems Select Sealer off To clear a jam in the WOW deck To clear a jam from the transport deck Tape Feeding Problems Printing Problems Refer to the Changing the Printhead Postage Refill Problems Display Problems Weighing Problems Scale To test the scale Supplies and Options Comsumables You Can Order Confirmation Services LabelsSupplies and Options Self-Adhesive Tape Specifications Dimensions and Weight SpecificationsSpecifications Electrical and Operating Conditions Capacities and Features Tisements see , Meter Stamp Options section Specifications Accounting Features Mailing Materials Maximum Minimum This page intentionally left blank Glossary Glossary PSD Device PSD Usps Glossary Catalog Date Features Help10-5,10-6,10-7 Password Rates Add 7-4,7-5Subsubaccount UpdatesUsing 4-11,4-12WEIGH-ON-THE-WAY Module 2-5Weight TapePage SV61162revd