3. Select the account you want to make inactive and then select
OK
. The Edit Account screen
displays.
4. Select the
Inactive
button in the Status area.
5. Select
OK
.
6. 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
.
7. Select
Done
to return to the Home screen.
Editing an account
You can view or edit the account name, code, description, status or password for all of the accounts
and account levels on your system.
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.
Follow these steps to edit an account:
1. Select
Manage Accounts
under Mailing on the Home screen.
2. Select
Edit account
.
3. Select the account you want to edit, and then select
OK
.
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 selected.
Important:
Account names cannot be reused, even if the account is inactive.
l
Code:
Select this option to change the code you assigned to the account.
Important:
Account codes cannot be reused, even if the account is inactive.
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.
Important:
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.
Important:
Account passwords must be turned on to password protect an account.
Accounting
Pitney Bowes
User Guide April 2022
135
