Editing Accounts. Pitney Bowes DM800i™, DM800i Series, DM800i, DM800iTM

7 • Standard Accounting

3

Editing

Accounts

You can change the name of an account, make the account inactive (or active), add a password or change an existing one, and clear (reset) all data from the account.

1. Press the Accounts key.

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

3. Select Edit Account.

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

5. Select the appropriate option: a. Edit Account Name - Select this to change the name of your account. (Only the chargeable account name can be changed. A new account with its own subaccounts/subsubaccounts is necessary for new high level account names.) b. Status - Select this to change the account’s status to Active or Inactive. Pressing the screen key for Status switches between active and inactive. c. Reset Account - Select this to clear all number of pieces and funds in this account. When you select this, the system prompts you to print a report of the account data. Once cleared, the data are unrecoverable. To keep a record of your data, select Print Report, then select Reset to clear the data. 

Before you can reset or clear individual accounts, you must enable this feature. Refer to Turning Individual Reset Accounts On or Off in this chapter. d. Change | Add Password - This option allows you to change an existing password or create one for this account. Passwords are case sensitive, can be alphanumeric and must be at least four characters. You are prompted to confirm the new or modified password.

NOTE:

Before you can create or change a password, you must enable this feature. Refer to Turning Account Password Protection On or Off in this chapter.

4

7-6

Setting an

Account

Period

By default, your mailing system does not have an account period set. If you set an account period, when your system reaches the end of that period, you need to reset (clear) all of the data in the accounts before you can process mail again.

1. Press the Accounts key.

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

3. Select Accounting Period.

4. Select the appropriate accounting period (none, weekly, monthly, quarterly, twice a year, or yearly).

5. The system calculates the cutoff date. If you want to type in another cutoff date press the clear button and enter a cutoff date using the format: MM DD YYYY

EXAMPLE:

If you select a monthly accounting period and enter a cutoff date of 03 31 2007, as soon as your system reaches April 1, 2007 (12:01 a.m.), you must reset (clear) your account data. Your machine prompts you to do so at startup. Once you reset the accounts, the system automatically resets the cutoff date to 04 30 2007.

6. Press Enter.

SV61162 Rev. D