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Before using the setup procedures, Viewing accounts, Creating accounts – Pitney Bowes DM1000 User Manual

Page 110: Before using the setup procedures -4, Viewing accounts -4, Creating accounts -4

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7 • Standard Accounting

7-4

SV60951 Rev. B

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.

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 dis-

plays a list of all the accounts. Press the right arrow key to enter the

“Set Up Accounts” screen.

Viewing
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 subsubac-

counts. If the account has subaccounts, you can also select View Sub-
account

and View Subsubaccount to get the information for each.

Creating
Accounts

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:

• Edit N

ame

• Edit N

umber

• Add | Change Password

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

• Create Another Account | Subaccount | Subsubaccount

6. Select the appropriate option and follow the prompts.

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

NOTE:

Passwords are case-sensitive.

1

2

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.