Pitney Bowes DM550 Series - Manual (Page 120)

7 • Standard Accounting
7-12 SV61436 Rev. D
Account
Structure and
Hierarchy You can structure your accounts in single or multiple levels. For example,
you can divide a top level department (account) into two or more major sec-
tions or subaccounts. You can further divide these subaccounts into two or
more sections or subsubaccounts. The following examples demonstrate
some of the ways in which you can structure your accounts.
• When you create a top level account, you can charge funds and pieces
to that account. This is the working (chargeable) account because at
this point it does not have any subordinate accounts:
• If you create subaccounts for the original account, they become the end
links in the account chain and identify the departments where you dis-
perse funds:
• The original Account now serves as an administrative account that
owns and contains totals for the lower subaccounts.
• If you create subsubaccounts for subaccounts, the subsubaccounts
become the end links and identify the departments that are charged for
postage.
When accounts are linked (account/subaccount, or account/subaccount/
subsubaccount) they become a set and are treated as one separate
account, with one account number and one password. The existing
account number and password are rolled down to the subaccount when the
first subaccount is created. When you create another subaccount to this
account, you create another linked set of accounts with a different account
number and password.
This type of account structure allows you to view accounts and create
reports that show total charges for the top level account, or you can view or
create reports that show the charges for each of the subaccounts or sub-
subaccounts. This is graphically illustrated on the following page using the
above examples.
You can have all single top level accounts or you can mix both single and
multi-layered accounts. The lowest level in the account structure is where
charges are incurred. An account or subaccount, just like the subsubac-
count is the chargeable account when it’s the last, or single, link in the
EXAMPLE:
Account - Engineering
EXAMPLE:
Account - Engineering, Subaccount - Software
Account - Engineering, Subaccount - Industrial Design
EXAMPLES:
Account - Engineering, Subaccount - Software,
Subsubaccount - Software Testing
Account - Engineering, Subaccount - Software,
Subsubaccount - Software Design
Account - Engineering, Subaccount - Industrial Design,
Subsubaccount - Graphics and Layout
Account - Engineering, Subaccount - Industrial Design,
Subsubaccount - User Friendly Testing