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7 • Standard Accounting
7-6 SV60861 Rev. F
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 Account
s
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 - Se
lect 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 neces-
sary for new high level account names.)
b. Status - Sele
ct this to change the account’s status to Active or Inac-
tive. Pressing the screen key for Status switches between active
and inactive.
c. Reset Account - Select this to clear a
ll 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 unre-
coverable. 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. Ref
er 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 char-
acters. You are prompted to confirm the new or modified password.
Setting an
Account
Peri
od
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 pro-
cess 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, quar-
terly, 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 for-
mat: MM DD YYYY
6. Press Enter.
3
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
EXAMPLE: If you select a monthly accounting period and enter a cutoff
date of 03 31 2009, as soon as your system reaches April 1, 2009 (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 2009.