KIP Accounting
Center User Guide
KIP Accounting Center User Guide
No part of this publication may be copied, reproduced or distributed in any form without express written permission
from KIP. 2015 KIP. v1
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KIP Accounting Center User Guide
Contents
1.
Introduction ................................................................................................................................................................... 3
1.1 System Requirements ..................................................................................................................................................... 3
1.2 Installation ........................................................................................................................................................................ 4
1.3
Main Screen ............................................................................................................................................................... 5
1.4
Accounting by User Name ...................................................................................................................................... 6
1.5
Accounting by Project Number .............................................................................................................................. 7
1.6
Accounting by Department Number ..................................................................................................................... 8
2.
Using KIP Accounting Center ...................................................................................................................................... 9
2.1 Connecting to KIP Printer(s) ........................................................................................................................................... 9
2.3 Configuring Accounting Information .......................................................................................................................... 11
3 How to use KIP Accounting Center Application ..................................................................................................... 16
3.1 KIP Accounting Center Usage ..................................................................................................................................... 16
3.2 Creating Users ............................................................................................................................................................... 17
3.3 Creating Project Numbers ........................................................................................................................................... 18
3.4 Creating Department Numbers................................................................................................................................... 19
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from KIP. 2015 KIP. v1
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KIP Accounting Center User Guide
1. Introduction
The KIP Accounting Center consolidates control of user account data and printing rules for all copy print and scan activities for KIP color and b&w systems. Account data is continuously accessed by
KIP Touchscreen copy & scan systems as well as the variety of KIP printing applications and print drivers. Rules based printing and three customizable fields for password protected user accounts, project numbers, and department codes help administrators and IT managers control print costs or turn printing into billing revenue.
KIP Accounting Center Features
3 Customizable Fields
|
Import for User Data Using LDAP
|
Clear Fields After Each Job Submission
|
ASCII Import/Export
|
Easily Update User, Project and Department Data
|
Automated Update Via
Scripting
|
Password Protect Any or All Data Entries
|
No Special Data Servers Required
1.1 System Requirements
Recommended PC Specifications:
•
3.0 GHz processor speed
•
1 GB RAM
•
Harddisk of 100 GB or more
•
DVD-ROM
•
USB-connection
•
Windows XP/7/8
•
32/64 bit OS compatible
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1.2 Installation
Add Steps for Installation:
KIP Accounting Center User Guide
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1
2
3
4
1.3 Main Screen
Once Logged in the Setting Screen will be displayed.
KIP Accounting Center User Guide
7
8
5
6
Component
1. User
2. Project
3. Department
4. Settings
5. Language
6. Printer Connections
7. Global Accounting Settings
8. Accounting Database Settings
9. Start Poll
Function
Opens the User Setup window.
Opens the Project Number Setup window.
Opens the Department Setup window.
Opens the Settings Setup window.
Allows for the selection of language
Displays current printer connection (dropdown for selection of others)
Used to set up the login functionality.
Used to set requirements for the accounting fields.
Starts polling the data from the FeliCa Reader
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9
KIP Accounting Center User Guide
1.4 Accounting by User Name
1
2
Component
1. User
2. New/Delete/Export/Import
3. Data Entry area
4. Reset/Save/Save (active)
Function
Opens the User Name Setup window.
Click “New” to create a new user account.
Click “Delete” to delete existing user accounts.
Click “Export” to export existing user accounts.
Click “Import” to import user accounts exported from a different
KIP Printer.
Select to enter the details for the user account.
Click “Reset” to reset the entered data.
Click “Save” to save the user account.
Click “Save (activated)” to save the user account activated.
3
4
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1
KIP Accounting Center User Guide
1.5 Accounting by Project Number
3
2
Component
1. Project
2. New/Delete/Export/Import
3. Data Entry area
4. Reset/Save/Save (active)
Function
Opens the Project Setup window.
Click “New” to create a new Project.
Click “Delete” to delete existing Project.
Click “Export” to export existing user accounts to a CVS file.
Click “Import” to import a CSV file of user accounts
Select to enter the details for the Project.
Click “Reset” to reset the entered data.
Click “Save” to save the Project.
Click “Save (activated) to save the Project activated.
4
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KIP Accounting Center User Guide
1.6 Accounting by Department Number
2
1
Component
1. Department
2. New/Delete/Export/Import
3. Data Entry area
4. Reset/Save/Save (active)
3
4
Function
Opens the Department Setup window.
Click “New” to create a new Department.
Click “Delete” to delete existing Department.
Click “Export” to export existing Department.
Click “Import” to import Department exported from a different KIP
Printer.
Select to enter the details for the Department.
Click “Reset” to reset the entered data.
Click “Save” to save the Department.
Click “Save (activated) to save the Department activated.
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KIP Accounting Center User Guide
2. Using KIP Accounting Center
The KIP Accounting Center is used for entering in large amounts of accounting information in a quick and easy manner. Additional information/changes are made immediately on the KIP Printer no other steps are necessary.
2.1 Connecting to KIP Printer(s)
Step Action
1. After initial installation it will be necessary to connect to the KIP Printer the Accounting Information will be pushed to.
To create a new connection, click the “Add
Connection” icon.
To edit an existing connection, click the “Edit
Connection” icon
2. Fill in the following fields:
•
Printer – Enter the display Name for the connection
•
Connection – Enter the IP Address or HostName of the KIP Printer
Illustration
Options :
•
Logon Automatically – if selected will auto logon when application is opened
•
Reconnect automatically – if selected will automatically reconnect to the KIP printer after connection loss.
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KIP Accounting Center User Guide
Step Action
3. Logging In:
The username of the currently logged on user is displayed in the bottom right corner of the screen.
4. To login/change user click the button (current logged in name) and the User logon screen will be displayed.
Illustration
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KIP Accounting Center User Guide
2.3 Configuring Accounting Information
The KIP Accounting Center is used by an administrator to add/remove accounting information on the connected KIP Printer.
The following can be configured:
Action Illustration
User:
By default there will be an Administrator Account set up.
•
Adding a user – Click the New Button.
•
The fields to the right will become active. Enter the proper information for these fields.
•
Card Number – This field shows the Number of the FeliCa
•
Read Card – This will read the number of the
FeliCa once
•
Start Poll – Starts polling the data from the
FeliCa Reader so every time a card is placed on the reader the number is read.
•
Reset – clears fields
•
Save – Saves entry
•
Save Activated – Saves and Activates entry
Note: to edit or remove the entry must not be active
(box unchecked)
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KIP Accounting Center User Guide
Action
Roles:
Three levels of permissions
•
Anonymous – Every day operation of print, copy, scan; creation of presets, job based notifications
•
Administrator – All permissions Set up of
Users, Meters, and Reports etc. However no
Hardware related setup.
•
User Every day operation of print, copy, scan; creation of presets, job based notifications
Job Number:
Allows the adding, editing or the removal of
Job Numbers
•
Adding a Job Number – Click “New”
•
The fields to the right will be-come active.
Enter the proper information for these fields
Click “Save” or “Save (activated)” to add the entry.
Note: To edit or remove, the entry must not be active (box unchecked)
Illustration
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Action
Job Description:
Allows the adding, editing or the removal of
Job Description
•
Adding a Job Description - Click
"New"
•
The fields to the right will be-come active. Enter the proper information for these fields Click "Save" or "Save
(activated)" to add the entry.
Note: To edit or remove, the entry must not be active (box unchecked)
Illustration
Settings:
Allows the Administrator to configure the accounting settings of the connected printer.
KIP Accounting Center User Guide
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Action
Global Accounting Settings:
•
“Allow anonymous use” checked, allows the printer to be used anonymously with bypassing accounting.
•
“Allow anonymous use” unchecked makes the login mandatory to use the
KIP Printer.
•
LDAP allows for the selection of users from a list gathered from the locally connected PC. All selected users will be added and activated with permission level “User”.
Illustration
Accounting Database Settings:
•
Accounting field 1
•
Accounting field 2
KIP Accounting Center User Guide
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Action
Setting the requirement (Mode):
•
None – No requirements for this field.
•
Required – Entering some information into this field is required to print.
•
Dropdown – Allows for the selection of data from a dropdown window.
•
Dropdown/Password Required –
Requires a password in conjunction with the dropdown selection.
Illustration
Changing field designation (Name):
•
This field can be re-named to whatever the customer would like it to say. Simply change this field to the desired description. This will automatically/instantly change the description/labels on the icons in all the KIP applications (PrintPro,
PrintPro.NET, Windows Driver, AutoCAD
Driver and Touch Screen).
Start Poll:
•
Starts polling the data from the FeliCa
Reader. Every time a card is placed on the reader, the number is read.
KIP Accounting Center User Guide
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KIP Accounting Center User Guide
3 How to use KIP Accounting Center Application
This section will show the basics for how to use the KIP Accounting Center application to set up Users, Job
Numbers and Job Descriptions. As well as how to use the Settings to set accounting requirements.
3.1 KIP Accounting Center Usage
The KIP Accounting Center Application is used to add multiple Users, Job Numbers and Job Descriptions to KIP
Printers for accounting purposes. This tool is used by Administrators and is Password protected.
•
Launch the KIP Accounting Center The bottom right corner shows “Login Required”
•
Pressing the red button in the bottom right corner will connect to the KIP Printer. The button will turn green when the connection was established successfully and the login window is displayed.
•
To login, enter a valid username and the corresponding password and click “Authenticate”.
•
The KIP Track II application starts and is ready to be configured (or used, depending on the credentials used to login).
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KIP Accounting Center User Guide
3.2
Creating Users
Action
1. To add Users select the User Tab
Illustration
2. Click New.
3. Enter the desired information to
be associated with the user being added.
•
Under Roles select the level for this user (see pg. 12 for descriptions).
o
Anonymous
o
Administrator
o
User
4. Click “Save” or “Save
(activated) when finished.
5. User will be added as an active
account (if Save (activated) was clicked).
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3.3 Creating Project Numbers
Action
1. To add Project information select
the Project Tab
6. Click New.
Illustration
7. Enter the Project Information to
be added with an associated
Password (optional).
8. Click “Save” or “Save
(activated) when finished.
9. Project Information will be
added as an active Project (if
“Save (activated) was clicked)
KIP Accounting Center User Guide
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KIP Accounting Center User Guide
3.4 Creating Department Numbers
Action
1. To add Department information
select the Job Description Tab
2. Click New.
3. Enter the Department information to
be added with an associated
Password (optional).
4. Click “Save” or “Save (activated)”
when finished.
5. Department information will be
added as an active Department (if
“Save (activated)” was clicked)
Illustration
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3.5 Exporting Accounting information
KIP Accounting Center User Guide
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