7. Select the calendar icon next to the
Start date of fiscal year
field.
a. Select a date on the calendar.
b. Select
SET
.
The End date of the fiscal year is determined based on the start date you enter. It cannot be
entered manually.
8. Select the
Default reporting period
field.
a. Select a report period type.
b. Select
OK
.
9. (Optional) Use the
Previous year
and
Next year
buttons to view the reporting periods for the
previous and next year. Use the up and down arrow buttons to scroll through the list of reporting
periods for the current year.
10. Tap
OK
to return to the Reports screen.
Setting the postage printing account report preferences
Set the account report preferences to determine what level of accounts are reported on (Account, Sub
account or Sub sub account). You can also determine whether accounts are identified by Name or Code.
1. Tap
Envelope Printing
on the Home screen.
2. Tap
Account
.
3. Tap the
Menu
icon.
4. Tap
Manage Accounts
.
5. Tap the
Reports
link in the Accounts section.
6. Tap
Preferences
.
7. Tap to select how accounts should be identified: by
Name
or by
Code
.
8. Tap to select the account level you wish to report on:
Account
,
Sub account
or
Sub sub
account
.
9. Tap
OK
to return to the Reports screen.
Setting low funds warning for printing postage
Set the low funds warning to warn you when your available funds for printing postage reach a certain
amount. Use this warning as a reminder to add more postage to your device.
1. Tap
Envelope Printing
on the Home screen.
2. Tap
Postage Balance
.
8 • Managing Printing on Envelopes
Pitney Bowes
User Guide
November 2020
93
