Before Using the Setup Procedures. Pitney Bowes DM800i™, DM800i Series, DM800i, DM800iTM

7 • Standard Accounting

Before Using the Setup

Procedures

1. If your system has a supervisor password set up, you must enter that password before you can enter the account setup mode.

NOTE:

Passwords are case-sensitive.

2. If you have not set up any accounts yet, as soon as you press the

Accounts key on the control center, the system prompts you for the supervisor password. As soon as you enter the password, the system displays the “Set Up Accounts” screen.

3. If you have already set up accounts, pressing the Accounts key displays a list of all the accounts. Press the right arrow key to enter the

“Set Up Accounts” screen.

1

2

7-4

Viewing

Accounts

Creating

Accounts

1. Press the Accounts key.

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

3. Select View Accounts.

4. The names of your top level accounts appear. Select the account you want.

5. The system displays the total funds and total pieces for that account which includes the rolled up totals for all its subaccounts and subsubaccounts. If the account has subaccounts, you can also select View Sub- account and View Subsubaccount to get the information for each.

To create a new account:

1. Press the Accounts key.

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

3. Select Create Account/Sub.

4. Select Create a New Account. The system prompts you to enter an account name.

5. Type in the name using the keyboard or numeric keypad and press

Enter

. The “Account Information” screen appears and displays the options: ame

• Edit N

• Add | Change Password

• Add Subaccount (to account) | Subsubaccount (to subaccount)

• Create Another Account | Subaccount | Subsubaccount

6. Select the appropriate option and follow the prompts.

NOTES:

• By default, the system assigns the next available account number to your new account. If you want to assign a different number, select the

Edit Number

option.

• 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.

Passwords are case sensitive, can be alphanumeric and must be at least four characters. (You need to enable password protection before you can protect an individual account. Refer to Turning Accounting

Password Protection On or Off

in this chapter.

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.

Passwords are case sensitive, can be alphanumeric and must be at

SV61162 Rev. D

Creating a New

Subaccount or

Subsubaccount

Accounting

Messages

DM800i™ Series Digital Mailing System Operating Guide least four characters. (You need to enable password protection before you can protect an individual account. Refer to Turning Accounting

Password Protection On or Off in this chapter.

7. When you are done, press the Enter key to save the account information.

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 options:

• Edit N ame

• Number:

• Add SubSubaccount to:

• Add | Change Password

• Create Another Subaccount for:

7. Select the appropriate option and follow the prompts.

NOTES:

• 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).

• By default for addition subaccounts, the system assigns the next available account number to your new subaccount.

• 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

8. When you are done, press the

Enter key to save the account information.

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. Alternatively, if you have fewer accounts than you system is capable of handling, you can upgrade to a higher number of accounts.

SV61162 Rev. D 7-5