4. Select the account attribute you want to edit.
l
Account, Sub account or Sub sub account name: Select this option to make changes to the
name of the account you have selected.
l
Code: Select this option to change the code you have assigned to the account.
l
Description: Select this option to edit the account description.
l
Status: Select the appropriate option to change the status (active or inactive) of the account.
Note:
When you change the status of an account the status change applies to all sub accounts
and/or sub sub accounts. If prompted to apply the change of status of multiple accounts,
select
Yes, apply to all
.
l
Password: Select this option to password protect an account, or to edit the existing password.
Note:
Account passwords must be turned on to password protect an account.
Type in the appropriate information and select
OK
.
5. Once you have finished editing the account information, select
OK
.
6. Select
Done
to return to the Home screen.
Deleting an account
When you delete an account, sub account or sub sub account, you remove its data completely. That data
is then unrecoverable. Make sure you do not need the accounts data before you delete the account.
Once you delete an account, the data cannot be retrieved.
If you have already charged transactions to an existing account you cannot delete the account. If you
want to prevent users from charging transactions against this account, you can set the account status to
inactive. Refer to Changing the Account Status to Inactive for more information.
Accounting
Pitney Bowes
Operator Guide
February, 2018
Page 165 of 349
