Inview Accounting, Budget Manager | Pitney Bowes DM800i Series

2 • Meet the DM800i™ Series Digital Series Mailing System

Accounting and Reporting

INVIEW™ Accounting

The INVIEW™ accounting and reporting feature allows you to store post- age costs for 100 accounts, or you can purchase an option to store 300 accounts. You can run reports on single or multiple accounts and limit access to the accounts by password protecting them. For more information on the INVIEW™ accounting package, refer to INVIEW™ Accounting  Operator Guide, SV62233.

Budget Manager

You can also acquire the enhanced accounting package, Budget Manager. Budget Manager allows you to create more accounts with higher levels of detail.

For more information on Budget Manager, refer to Budget Manager  Operator Guide, SV60957.

Business Manager

You can connect your DM Series™ system directly to a Business Manager host PC and control all of your accounts, operators and postal transaction data through the Business Manager Administration module. For more infor- mation on Business Manager, refer to the help within the Business Man- ager application.

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SV61162 Rev. D

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Pitney Bowes DM800i Series manual Inview Accounting, Budget Manager, Business Manager

Contents

DM800i Series  DM800i Series Mailing SystemPage SV61162 Rev. D Alerting Messages FCC Compliance FCC Compliance of Modem Page Table of Contents Page Pitney Bowes Contact Information List PB Web SitesOur Help Desk Postage By Phone System Pitney Bowes SuppliesPage Read This First What’s in this Guide Other  Information Read This First Requirements Safety RequirementsWhat You Need to Know 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 Easy-to-Use IntelliLink  Control Center Meet the DM800i Series Digital Series Mailing SystemEnergy Star  Rating Postage Meter DJPS/DMPS Power Stacker Variety of Communications OptionsAbility to Use Other Pitney Bowes Equip- ment Mail Machine Interface Business Manager Inview AccountingBudget Manager Advertisements and Inscriptions Shape Based Rating Quick Reference Card Set These Parts of the Mailing SystemMailing System Exterior 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 Feeding Mail or Printing Tape? Determining the Correct Postage ModeChart a Printing on Mail 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 While your mailing system processes the mail, the screen Selecting the Postage Mode and Running the MailMode Selection Reduced Speed Mode Selection Key in Postage WOW Weigh On-The-Way Select WOW Weigh on the Way Mode Selection Weigh First Piece Differential Weighing Select Weigh First PieceTo use differential weighing Select Differential Weighing Mode Selection Manual Weight Entry Select Manual Weight Entry Select Attached Scale AutoTape Mode Selection Attached Scale AutoTapeBefore using this weighing option Mode Selection Print Permit Mode Selection Seal Only To select a Print Permit Mode Selection Time and Date Stamping Selecting an Account Manually Selecting or Deselecting an AccountSelecting an Account Selecting an Account by Speed Code Deselecting an AccountSelecting an Account by Name 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 DateMeter Stamp Options Advertisement Meter Stamp Options Select Meter Stamp Options, then select Text Entries Postage Calculation for Confirmation Services Discounts for Confirmation ServicesOverview 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 Confirmation Services Installation/SetupPress Existing Features Press Confirmation Services Setup Options Select Confirmation ServicesProcessing Electronic Return Receipt Select E-Ret Receipt Enter the Usps tracking barcode number Using ERR  with a Customer Reference Number Processing ERR with a Customer Reference Number Select Certified Select Offline eRR Off-Line Electronic Return Receipt ERRSelect 1stCl Letter 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 Setting Up a Supervisor Password Setting Up a Lock CodeCreating a Supervisor Password Password Protecting an Operation Scale/Rates Setting Up the Scale and Selecting RatesScale/Rates Set Up Select WOW Start Key Scale/Rates WOW Weight Limit WOW Start Key AutoscaleSelect WOW Weight Limit Select Carrier/Class Disp Select Class if new Piece Scale/Rates  ZIP/Zone Prompt Scale/Rates Destination if New PieceScale/Rates Autoclear Destination Value Scale/Rates Add ZIPs to  Zone Select BMC Intra ZIPSelect Add ZIPs to Zone 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 Scale/Rates Auto Rate Large Envelope Modifying a Smart Class with an Auto InscriptionSelect View Detail Select Modify Auto Ad/Inscription Yes, Post as Flat Select Dialing Prefix Setting Up Postage By Phone Meter Payment SystemPhone/Network Set Up Select My Phone # Select Dialing Type Phone/Network Set Up Use LAN Firewall Settings Phone/Network Set Up Network Settings Configuring High/Low Funds Warning Configuring Low Ink WarningPhone/Network Set Up Remote PC Refill Setting the Low Funds Warning Value Timeouts Display Sleep Energy Star TimeoutsStandby Mode Least Power Usage Select Basic Settings and then Timeouts Select System Sleep DM800iSeries Digital Mailing System Operating Guide Defining Presets Timeouts Transaction Press the screen key for Store Current Setting to Preset Defining Normal Preset ValuesPress the Custom Presets key 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 Select Set Up, then select Text Entry Set Up Postal Rules and GuidanceCreating a Custom Message for the First Time Adding Additional Custom Messages Editing a Custom Message Deleting a Custom MessageSelect Meter Stamp Option, then select Text Entries 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 Adding Postage Pass Automated Postage RefillPostage meter, follow these steps 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 Before Using Setup Procedures CreatingAccountsSelect View Accounts Select Create Account/Sub DM800i Series Digital Mailing System Operating Guide Setting an Account Period EditingAccounts Select Edit Account DeletingAccounts Delete TurningReset Individual Accounts On or Off Select Transfer Entire Amount, or TransferringFunds AccuTrac Selecting an Accounting TypeStandard 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 Single Account Report Report Print QueueScreen Display Printed Report Multi-Account Summary Report Internal Printer Version External Printer Version Last Five Refills Report Printed Report Attached Printer Confirmation Services Report System Printer RequiredPrinted Report System Printer Account List Report External Printer Required Funds Report System Set Up Report Error Report Job Report DDDDDGGGGG1245 View Download Log Report Installed Pending Rates ReportLast Rates Downloaded 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 Adjusting  Wetness Printer MaintenanceCleaning or Replacing the Wick Select Maintenance Select Maintenance Select Print Test PatternNo, clean the print nozzle screen key. Go to step 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 Confirmation Services Labels Supplies and OptionsComsumables You Can Order Self-Adhesive Tape Specifications Specifications SpecificationsDimensions and Weight 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 10-5,10-6,10-7 FeaturesHelp Password Rates Updates Using 4-11,4-12WEIGH-ON-THE-WAY Module 2-5WeightAdd 7-4,7-5Subsubaccount TapePage SV61162revd