Manuals / Pitney Bowes / Computer Equipment / Postal Equipment

Pitney Bowes DM800, DM900 manual Standard Accounting, Transferring Funds

Models: DM900 DM800

1 186

Page 109

7 • Standard Accounting

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	7-10
Account Structure and Hierarchy	7-11

SV60861 Rev. F

Page 109

Image 109

Pitney Bowes DM800, DM900 manual Standard Accounting, Transferring Funds

Contents

DM Series Digital Mailing System DM800, DM900Operator Guide US English VersionPage SV60861 Rev. F 2009 Pitney Bowes Inc FCC Compliance Alerting MessagesFCC Compliance of Modem Page Table of Contents Page PB Web Sites Pitney Bowes Contact Information ListOur Help Desk Postage By Phone System Pitney Bowes SuppliesPage 1 Read This First 1 Read This First What’s in this Guide Other InformationWhat You Need to Know Safety RequirementsUSPS Requirements DM800, DM900 Digital Mailing System Operating Guide1 Read This First Never connect telephone wiring during a lightning stormDM800, DM900 Digital Mailing System Operating Guide U7P0 Power StackerYour DM Series Digital Mailing System Important Information About Powering OffIf your stacker has an AC adapter to power the stacker ON OFFFeatures and Benefits 2 Meet the DM800, DM900 Digital Mailing SystemIntroducing the DM Series Mailing System Parts of the Mailing System2 Meet the DM800, DM900 Digital Mailing System Introducing the DM Series Mailing System Features and BenefitsPostage Security Device Easy-to-Use IntelliLink Control CenterAbility to Use Other Pitney Bowes Equipment Variety of Communications OptionsU7P0 Power Stacker DM800, DM900 Digital Mailing System Operating GuideShape Based Rating Optional Permits Accounting and Reporting Advertisements and Inscriptionsweight and dimensions thickness, length, width of the mail updated to support this rating structureMailing System Exterior Parts of the Mailing SystemDM800, DM900 Digital Mailing System Operating Guide The Digital Mailing System Exterior 2 Meet the DM800, DM900 Digital Mailing SystemUSB Network Adapter and LAN Cable Serial Port USB Ports USB Network Adapter can be plugged in here USB Port forDM800, DM900 Digital Mailing System Operating Guide Mailing System Interior2 Meet the DM800, DM900 Digital Mailing System The IntelliLink Control CenterFunction Keys Start Key - Begins processing mail with the options you have selected DM800, DM900 Digital Mailing System Operating GuideThe Main Screen 2 Meet the DM800, DM900 Digital Mailing SystemAnalog Phone Line Connector on base Connectors on the Back of the IntelliLink Control CenterDM800, DM900 Digital Mailing System Operating Guide Use this to connect directly to an analog phone lineSV60861 Rev. F 2 Meet the DM800, DM900 Digital Mailing SystemMail in a Minute 3 Mail in a MinutePreparing Your Mail Running the Mail3 Mail in a Minute Mail in a Minute Preparing Your MailDM800, DM900 Digital Mailing System Operating Guide Running the Mail2. Select Key In Postage 3 Mail in a Minute Printing Postage Tapes2. Select Key In Postage Wet TapeDetermining the Correct Postage Mode 4 Running MailNavigating Hints Applying Postage and Running MailSelect Mode Navigating Hints4 Running Mail Follow the other procedures listed here as needed Applying Postage and Running MailDM800, DM900 Digital Mailing System Operating Guide Feeding Mail or Printing Tape? 1 Determining the Correct Postage ModeChart A - Printing on Mail 4 Running MailChart C - Mail Modes with NO Postage Chart B - Postage Tape ModeChart D - Permit Mail Then use this mode2 Preparing Your Mail About Running Mail4 Running Mail DM800, DM900 Digital Mailing System Operating Guide Mail Tips on FeedingAny mail with the flap on the opposite side For mail where the indi 4 Running MailDM800, DM900 Digital Mailing System Operating Guide About Printing Postage TapesMode Selection Reduced Speed 3 Selecting the Postage Mode and Running the MailSelect Mode 4 Running MailDM800, DM900 Digital Mailing System Operating Guide Mode Selection Key in Postage Mode Selection WOW - Weigh On-The-Way2. Select Key In Postage 2. Select WOW - Weigh on the Way4 Running Mail Mode Selection Weigh First Piece Mode Selection Differential Weighing2. Select Weigh First Piece To use differential weighing2. Select Manual Weight Entry Mode Selection Manual Weight EntryDM800, DM900 Digital Mailing System Operating Guide Before using this weighing option Mode Selection Attached Scale Mode Selection Attached Scale AutoTape4 Running Mail 3. Select Attached Scale - AutoTapeDM800, DM900 Digital Mailing System Operating Guide Mode Selection Print Permit Mode Selection Seal MenuTo select a Print Permit 2. Select Seal Only - No Printing4 Running Mail Mode Selection Time and Date Stamping2. Select Time and Date Stamping Selecting an Account 4 Selecting or Deselecting an AccountDM800, DM900 Digital Mailing System Operating Guide Selecting an Account Manually4 Running Mail Deselecting an AccountSelecting an Account by Speed Code Selecting ZIP Codes and Zones 5 Selecting the Class, Carrier, Special Services or OptionsDM800, DM900 Digital Mailing System Operating Guide 4 Running Mail Selecting a Country Selecting a Smart ClassMeter Stamp Options Date 6 Selecting the Meter Stamp OptionsMeter Stamp Options Advertisement DM800, DM900 Digital Mailing System Operating GuideMeter Stamp Options Multiple Tapes Meter Stamp Options Custom Meter Stamp Options Inscription Meter Stamp Options Print PositionMessaging 4 Running MailPostage Calculation for Confirmation Services OverviewDiscounts for Confirmation Services DM800, DM900 Digital Mailing System Operating GuideAdding Services or Making Changes Using Confirmation Services Before Printing Postage4 Running Mail DM800, DM900 Digital Mailing System Operating Guide Adding Confirmation Services After Printing PostageUsing Electronic Return Receipt ERR Editing, Deleting or Sending Confirmation Services RecordsInstallation/Setup a. Press Existing Features b. Press Confirmation Servicesb. Select Set Up, then Basic Settings Confirmation ServicesSetup Options 2. Select Confirmation ServicesProcessing Electronic Return Receipt 4 Running Mailb. Select E-Ret Receipt Processing Electronic Return Receipt with a Customer Reference Number DM800, DM900 Digital Mailing System Operating Guideb. Select E-Ret Receipt 4 Running Mail DM800, DM900 Digital Mailing System Operating Guide Customer Reference Number ERRProcessing Electronic Return Receipt with a Customer Reference Number b. Select E-Ret Receipt4 Running Mail DM800, DM900 Digital Mailing System Operating Guide Off-Line Electronic Return Receipt ERR2. Select 1stCl Letter 4. Select Certified 5. Select Offline eRR4 Running Mail Adding More PostageChanging the Date 9 ClearingBatch the CountDM800, DM900 Digital Mailing System Operating Guide 4-36 4 Running MailSV60861 Rev. F 5 Mailing System Setup Select Mode 5 Mailing System Setup 1. Meter Stamp Options  2. Set Up  3. Zero Scale  4. Rate Details  5. Maintenance1 Set the Display Language 2 Adjusting the Display Contrast Overview of Mailing System Set Up3 Adjusting the Feed Deck Sensor 4 Setting the Date and Time of Day 5 Selecting Autostart 46 Setting up a Supervisor Password5 Mailing System Setup 3 Adjusting the Feeder Deck Sensor2. Select Set Up and then Basic Settings 3. Select AutoStart 4 Setting the Date and Time of DayDM800, DM900 Digital Mailing System Operating Guide 5 SelectingAutostart7 Setting Up a Lock Code 6 Setting Up a Supervisor PasswordCreating a Supervisor Password Password Protecting an OperationScale/Rates 8 Setting Up the Scale and Selecting RatesScale/Rates Set Up DM800, DM900 Digital Mailing System Operating GuideScale/Rates Class if New Piece Scale/Rates Destination if New Piece Scale/Rates Autoscale Scale/Rates Carrier/Class Display5 Mailing System Setup 2. Select Carrier/Class DispScale/Rates Scale/Rates Autoclear Destination ValueScale/Rates Scale/Rates5 Mailing System Setup Scale/Rates Smart ClassesCreating a Smart Class with an Auto Inscription DM800, DM900 Digital Mailing System Operating Guide Setting Up a Smart Class with an Auto Inscription 5 Mailing System SetupDM800, DM900 Digital Mailing System Operating Guide Scales/Rates Auto Rate Large EnvelopeModifying a Smart Class with an Auto Inscription 6. Select View Detail 7. Select Modify Auto Ad/InscriptionPhone/Network Set Up PBP Account # 9 Setting Up Postage By Phone Meter Payment SystemPhone/Network Set Up Dialing Prefix Phone/Network Set Up PB Phone # 5 Mailing System SetupPhone/Network Set Up Use LAN Firewall Settings Phone/Network Set Up My Phone # Phone/Network Set Up Modem TypeDM800, DM900 Digital Mailing System Operating Guide 2. Select My Phone #PC Refill Phone/Network Set Up Network Settings Phone/Network Set Up Remote5 Mailing System Setup NOTE Once you select this option, the system will restartSetting the High Value Warning for Key In Postage 11 Configuring Low Ink WarningSetting the Low Funds Warning Value 2nd Low Ink Warming5 Mailing System Setup Timeouts Display Sleep Timeouts SleepTimeouts 2. Select Basic Settings and then TimeTransaction Timeout Timeouts Normal Preset Timer Timeouts Feeding Timeout Timeouts2. Select Basic Settings and then Timeouts 3. Select Normal Preset TimerDefining Normal Preset Values 13 DefiningPresets5 Mailing System Setup 4. Press the screen key for Store Current Setting to PresetDefining Custom Preset Values Defining Custom Preset Values2. Press the Custom Presets key 4. Select Store Current Setting to Preset5 Mailing System Setup Store Advance Date in a Custom Preset1. Press the Custom Presets key 2. Press the Custom Presets key Editing Custom Preset Values Viewing, Renaming, or Deleting Presets4. Press the screen key for Store Current Setting to Preset 1. Press the Custom Presets keySpecifications 5 Mailing System SetupSample DM800, DM900 Digital Mailing System Operating Guide 2. Select Set Up, then select Text Entry Set UpPostal Rules and Guidance Creating a Custom Message for the First TimeEditing a Custom Message 5 Mailing System Setup2. Select Meter Stamp Options, then select Text Entries Deleting a Custom Message16 Adding an Optional Printer 15 Taking the Meter Out of Service2. Select Take Meter Out of Service DM800, DM900 Digital Mailing System Operating Guide5 Mailing System Setup 17 Configuring the Optional Barcode ScannerDM800, DM900 Digital Mailing System Operating Guide Setting the Default Scan Type5 Mailing System Setup Adding Barcode PrefixesDM800, DM900 Digital Mailing System Operating Guide Combining Barcodes Setting Auto-Enter5-32 5 Mailing System SetupSV60861 Rev. F Postage By Phone Meter Payment System 6 Adding PostageChecking Your Postage By Phone Meter Payment System Account Your Postage Meter Postage By Phone Meter Payment System6 Adding Postage USPS Rekey Requirements Connection AlternativesDM800, DM900 Digital Mailing System Operating Guide 6 Adding Postage Managing Your Postage FundsWhich connector do I use? Connecting Your Mailing System to a Remote Analog Phone LineDM800, DM900 Digital Mailing System Operating Guide 4 CheckingYour Postage By Phone Meter Payment System Account Balance 6 Adding PostagePostage Adding6 Postage Pass - Automated Postage Refill DM800, DM900 Digital Mailing System Operating GuideSetting the Low Funds Value Enabling Disabling Automated Recommended Funds Values Setting the Auto Refill AmountPostage Refill 2. Select Basic SettingsTransferring Funds 7 Standard AccountingNavigating Hints Set Up Account7 Standard Accounting Select AccountOverview of Accounting Using the Account Setup Procedures14 Setting an Accounting Period 5 Turning Accounting On or Off 6 Deleting Accounts 7 Turning Account Password Protection On or Off1 ViewingAccounts Before Using the Setup Procedures7 Standard Accounting 2 CreatingAccountsDM800, DM900 Digital Mailing System Operating Guide Creating a New Subaccount or Subsubaccount Accounting Messages3. Select Create Account/Sub Editing 4 Setting an Account PeriodAccounts 7 Standard Accounting6 DeletingAccounts DM800, DM900 Digital Mailing System Operating GuideEXAMPLE Engineering Software Engineering Industrial Design8 ResettingClearing all Accounts 9 TurningReset Individual Accounts On or Off7 Standard Accounting Funds TransferringDM800, DM900 Digital Mailing System Operating Guide Select Transfer Entire Amount, orSelecting an Accounting Type Your Accounting System Features7 Standard Accounting DM800, DM900 Digital Mailing System Operating Guide Account Structure and Hierarchy7 Standard Accounting User Friendly TestingEngineering Software Tes tingUSPS Confirmation Services Report System Printer Required 8 ReportsSystem Set Up Report Single Account ReportReport Print Queue Introduction Viewing a Report Printing a Report8 Reports DM800, DM900 Digital Mailing System Operating Guide Single Account ReportScreen Display Printed ReportInternal Printer Version Multi-Account Summary Report8 Reports Screen DisplayDM800, DM900 Digital Mailing System Operating Guide External Printer VersionScreen Display Printed Report8 Reports Last Five Refills ReportScreen Display Printed ReportDM800, DM900 Digital Mailing System Operating Guide USPS Confirmation Services Report System Printer RequiredScreen Display Printed Report System Printer8 Reports Account List Report External Printer Required Funds ReportScreen Display Printed ReportDM800, DM900 Digital Mailing System Operating Guide System Set Up ReportError Report Error Report8 Reports Screen DisplayDM800, DM900 Digital Mailing System Operating Guide Job ReportScreen Display Printed Report8 Reports Data Capture Report Non-US Use Only Electronic Return Receipt ReportLast Rates Downloaded Report Installed Pending Rates ReportView Download Log Report DM800, DM900 Digital Mailing System Operating GuideThis page intentionally left blank 8 Reports8-14 SV60861 Rev. FE-Z Seal Sealing Solution Maintenance 9 Maintaining and UpdatingPrinter Maintenance 9 Maintaining and Updating Items to Keep On Hand Cleaning the ExteriorInstalling a New Tape Roll Tape MaintenanceDM800, DM900 Digital Mailing System Operating Guide Cleaning the Moistener Brush E-Z Seal Sealing Solution MaintenanceFilling the Moistener Bottle 9 Maintaining and UpdatingReplacing the Moistener Brush Printer MaintenanceDM800, DM900 Digital Mailing System Operating Guide 2. Select Maintenance Cleaning the Printhead Nozzles Printing a Test Pattern2. Select Maintenance 9 Maintaining and UpdatingDM800, DM900 Digital Mailing System Operating Guide Replacing the Ink Cartridge3. Remove the old ink car- tridge by lifting it straight up 9 Maintaining and Updating2. Select Maintenance 3. Select Replace Printhead Changing the PrintheadDM800, DM900 Digital Mailing System Operating Guide This exposes the print 9 Maintaining and Updating2. Select Maintenance 3. Select Replace Wiper Blade Assembly Changing the Wiper Blade AssemblyDM800, DM900 Digital Mailing System Operating Guide 9 Maintaining and Updating Performing Updates or Adding Features10 Troubleshooting How to Troubleshoot your Mailing System Width Sensor Warnings Hopper Sensitivity Adjustments10 Troubleshooting Please contact service  OK Ink Waste Tray Full WarningDM800, DM900 Digital Mailing System Operating Guide INK WASTE TRAY FULL WARNING10 Troubleshooting Envelope Sealing ProblemsCONTACT SERVICE IMMEDIATELY Failure to replace full ink waste tray will result in ink leakage causing system damage  OKSolution Envelope Sealing ProblemsDM800, DM900 Digital Mailing System Operating Guide Description10 Troubleshooting Envelope Feeding ProblemsSolution Readjust backstop and restack mailSolution Envelope Feeding ProblemsDM800, DM900 Digital Mailing System Operating Guide Description10 Troubleshooting Tape Feeding ProblemsSolution DescriptionSolution Tape Feeding Problemsthe Tape Maintenance section in Chapter DM800, DM900 Digital Mailing System Operating Guide10 Troubleshooting Tape Feeding ProblemsSolution DescriptionSolution Tape Feeding ProblemsTo adjust brush, move DM800, DM900 Digital Mailing System Operating Guide10 Troubleshooting IntelliLink Control Center ProblemsSolution Select Phone SetupIntelliLink Control Center Problems Weigh-On-The-Way ProblemsSolution Chapter 5, Mailing System Setup for more10 Troubleshooting Printing ProblemsSolution Refer to the Selecting the Postage Mode secSolution Printing ProblemsDM800, DM900 Digital Mailing System Operating Guide Description10 Troubleshooting Postage Refill ProblemsSolution number, refer to Phone/Network Set Up PBDM800, DM900 Digital Mailing System Operating Guide Getting Help10-18 10 TroubleshootingSV60861 Rev. F 11 Supplies and Options Ordering Supplies Ordering a Pitney Bowes Supply Catalog Printhead Kit and Wiper Blade Replacement11 Supplies and Options Consumables You Can OrderAccessories You Can Order USPS Confirmation Services LabelsAdvertisements and Inscriptions DM800, DM900 Digital Mailing System Operating GuideThis page is intentionally left blank 11 Supplies and OptionsSV60861 Rev. F Equipment Specifications 12 SpecificationsAccounting Features 12-2Dimensions Equipment SpecificationsPower and Compliance Capacities and FeaturesOptimum Performance Throughput DM800, DM900 Digital Mailing System Operating GuideMailing Materials Accounting Features12 Specifications MinimumMinimum MaximumDM800, DM900 Digital Mailing System Operating Guide 3.5 inThis page intentionally left blank 12 Specifications12-6 SV60861 Rev. FGlossary A GlossarySV60861 Rev. F A Glossary Communications Port DM800, DM900 Digital Mailing System Operating GuideA Glossary The PSD contains the funds and performs all of the calculations necessary DM800, DM900 Digital Mailing System Operating GuideA Glossary Sleep TimerIndex 10-8 IndexMeter, see Postage meter Index Index Page SV60861REVF For Service or Supplies PB Form SV60861 Rev. F 4/091 Elmcroft Road 2009 Pitney Bowes Inc All Rights Reserved