5. Select the
Code
field. Enter the code for the account and select
OK
.
6. (Optional) Select the
Description
field. Enter the description for the account, and then select
OK
.
7. Ensure the status is set to
Active
.
8. If you want to password protect this account, select the
Password
field. Account passwords
must be turned on to password protect an account.
a. Enter the password and select
OK
.
b. Re-enter the password to confirm, and then select
OK
.
9. Select
OK
.
10. A dialog box appears to indicate that the account has been created.
l
Select
Create another new account
if you want to create another account.
l
Select
Add a sub account to this account
if you want to create a sub account for this
account.
l
Select
Done
twice to return to the Home screen.
Important:
l
Once an account has been created in
Manage Accounts,
the only time the account Name
or Code can be edited, or the account can be deleted, is before any transactions get posted
against the Account. Once transactions get posted against an account, the Name or Code
cannot be edited. The account cannot be deleted, only made inactive.
l
Account names and codes cannot be reused, even if the account is inactive.
Creating a Sub Account or Sub Sub Account
Sub accounts and sub sub accounts are an optional feature.
Note:
If users are enabled on your system, this feature is only available to users with supervisor
access rights. If you are using Business Manager accounting, this feature is available to all users.
1. You can create an account in two ways:
l
by selecting the
Manage Accounts
button in the Mailing tile on the Home screen, or
l
by selecting
Account
on the Run Mail screen, selecting
Options
and then
Add sub
account to existing account
.
Accounting
Pitney Bowes
User Guide April 2022
133
