quadient IS-6000, User Manual

Page: 159 / 386

4. To put the account in a group other than Main folder, press Group list , then select a
group or subgroup in the list that opens. Press [OK] .
5. Press [OK] to validate.
6. To set budget and surcharge parameters, press Budget and Surcharge .
Note:
- The Budget and Surcharge button is only available if the Budget and Surcharge
function is activated. See Advanced Reporting Functions on page 168.
- The Account: Budget and Surcharge screen is displayed.
To activate and set-up budget features for the current account:
- Press Active in the Budget area.
- Enter budget parameters.
To activate and set-up surcharge features for the current account:
- Press Active in the Surcharge area.
- Press Fixed rate or Percentage of imprint to select a surcharge mode.
- Enter corresponding value.
To deactivate budget or surcharge:
- Press corresponding Inactive button.
7. On the Add account screen, press [OK] to validate.
The Account creation summary screen is displayed.
8. Press [OK] to return to the Account list screen.
Users can only use active accounts. If necessary, as long as your
accounting structure is not complete, you can create accounts
without activating them.
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5
Account
Management
and
Access
Control