Pitney Bowes DM125 Handbuch

DM125

DM225

INVIEW™Accounting

for DM125 and DM225

Digital Mailing Systems

Operator Guide

SV62371 Rev. A

January 2010

INVIEW™Accounting: Operator Guide

for DM125 and DM225 Digital Mailing Systems

in part in any fashion or stored in a retrieval system of any type or

transmitted by any means, electronically or mechanically, without the

express, written permission of Pitney Bowes.

We have made every reasonable effort to ensure the accuracy and

usefulness of this manual; however, we cannot assume responsibility

for errors or omissions or liability for the misuse or misapplication of

our products.

Due to our continuing program of product improvement, equipment

and material speciﬁcations as well as performance features are

subject to change without notice. Your digital mailing system may not

have some of the features described in this book. Available features

vary, depending on the model of your mailing system, installed

options, system software level, how your system is set up and the

country it is designed to operate in.

INVIEW, E-Z Seal and Postage By Phone are trademarks or

registered trademarks of Pitney Bowes Inc. ENERGY STAR is a

registered trademark of the United States Environmental Protection

Agency.

iiiSV62371 Rev. A

Pitney Bowes Contact List

DM125 DM225

Machine Identification

Product Name: DM125 Digital Mailing System

Model Number: PR00

Product Name: DM225 Digital Mailing System

Model Number: PRL1

Resources

For support information, go to www.pb.com and click on Customer

Support.Click on Meters and Mailing Systems, then click on the

appropriate product name link.

To order PB supplies and accessories, go to:

www.pb.com and click on Supplies

order by phone at 1-800-243-7824 (M-F 8:00 AM to 8:00 PM ET.)

To view a list of your equipment, pay invoices online, or you have

questions about your Postage-by-Phone account go to:

www.pb.com and click on My Account

For questions about your account or the product, call the Pitney

Bowes Customer Care Center at 1-800-522-0020 (Monday through

Friday, 8:00 AM - 8:00 PM ET).

To contact the United Stated Postal Service® (USPS), visit:

www.USPS.com

Pitney Bowes Contact List

SV62371 Rev. A

This Page Intentionally Blank

Table of Contents

SV62371 Rev. A

Table of Contents

1 • Read this First

What's in this Guide...........................................................1-1

Overview of Accounting.....................................................1-1

INVIEW™Accounting and INVIEW™Meter Reporting .......1-2

2 • System Setup for INVIEW™Accounting

Introduction........................................................................2-1

Overview of INVIEW Accounting Activation and Setup .....2-2

Activating Accounting and Selecting INVIEW as the Type 2-4

Setting Up a Supervisor Password....................................2-5

Setting Up an Account Password ......................................2-6

Setting the Accounting Period ...........................................2-7

Setting Global Surcharges............................................... 2-11

Turning Surcharges On and Off ................................2-11

Configuring Surcharges ........................................... 2-12

Clearing All Surcharges ........................................... 2-14

Setting a Station ID..........................................................2-15

Configuring the Optional Barcode Scanner.....................2-16

Setting Up the Optional PC Transfer Utility .....................2-17

3 • Setting Up and Working With Accounts

Account Options ................................................................3-1

INVIEW™Accounting Structure .........................................3-1

Managing Accounts ...........................................................3-3

Creating a New Account....................................................3-3

Creating a Sub Account or SubSub Account ............. 3-5

Viewing and Editing Accounts ...........................................3-6

Selecting the Accounting Type ..........................................3-6

Clearing Account Data.......................................................3-7

Deleting an Account...........................................................3-8

4 • Running Mail

Home Screen with INVIEW™Accounting Activated ..............4-1

Selecting an Account to Track Postage .............................4-2

Applying Postage...............................................................4-3

Table of Contents

SV62371 Rev. A

Selecting a Class or Special Services...............................4-3

5 • Transaction Options

Transaction Options...........................................................5-1

Viewing a Transaction .......................................................5-2

Adding a Manual Transaction ............................................5-4

Moving (Transferring) Transaction Data from One

Account to Another ............................................................5-6

Print Transactions Log Report ...........................................5-8

Clearing the Transaction Log.............................................5-9

Setting When Transaction Log Full Message Displays .....5-9

Defining the Action When the Transaction Log is Full .....5-10

6 • Running Reports

Accounting Reports ...........................................................6-1

Transaction Log Report .....................................................6-2

Account Summary .............................................................6-3

Quick Profile Report ..........................................................6-4

Accounting Setup Report...................................................6-5

Account List Report ...........................................................6-6

Speed Code List Report ....................................................6-7

7 • Transferring Data at End of Fiscal Periods

Transferring Data at the End of Accounting Periods .........7-1

Transferring Data at End of Fiscal Year.............................7-2

Standard Accounting Periods..................................... 7-2

Custom Accounting Periods....................................... 7-3

8 • Troubleshooting

Index

1-1

SV62371 Rev. A

1 • Read This First

Overview of Accounting

An accounting feature on a mailing system allows you to track

your postage costs by categories. These categories can represent

whatever makes sense to your organization - departments, people,

locations, projects, etc. In more advanced accounting features (such

as INVIEW™Accounting), you can further categorize your costs

using subaccounts, and even subsubaccounts.

Tracking your mailing expenses with categories allows you to

manage your postal costs in a more efficient manner by knowing who

(or what department) is using what type of postage to ship what type

of mail.

The information in this manual describes how to set up the INVIEW™

Accounting option. With this model of mailing machine, you also

have a choice of using the Standard accounting package.

What's in this Guide

Section Description

Chapter 1

Read This First Provides an overview of accounting, and specifically

what INVIEW accounting is about

Chapter 2

System Setup

for INVIEW™

Explains how to configure your system to use the

INVIEW™Accounting system

Chapter 3

Setting Up and

Working With

Accounts

Tells you how to set up individual accounts, and edit and

delete existing accounts

Chapter 4

Running Mail Describes how to run mail with INVIEW™Accounting

activated

Chapter 5

Transaction

Options

Describes how to enter manual transactions and how to

view, clear or void transactions

Chapter 6

Running

Reports

Explains how to run accounting reports provided with

your system

Chapter 7

Troubleshooting Describes how to handle accounting errors or warnings

you may encounter on your system

1-2

1 • Read This First

SV62371 Rev. A

INVIEW™Accounting and INVIEW™Meter Reporting

Besides the INVIEW™Accounting reports and information you can

run from your machine, there is a optional web-based solution

available from Pitney Bowes that allows you to view and consolidate

meter usage from multiple machines in your organization. This

solution is called INVIEW™Meter Reporting and is accessible from

the Pitney Bowes website when you logon to My Account.

The INVIEW™Meter Reporting system allows you to view and

analyze your postage meter activity for one meter, one location,

or across your entire enterprise. The meter activity for each meter

is transferred to the INVIEW™Meter Reporting system whenever

you connect your meter to the Pitney Bowes Data Center to refill

postage, check on available funds in your Postage By Phone

account, or during other inspection or maintenance processes.

The system provides a series of charts and reports that summarize

the usage activities from selected meters for user-defined periods of

time. The charts and reports are organized into different page tabs

that group similar information together to keep web site navigation

simple.

Charts and reports are generated using standardized input fields that

allow you to select a specific report and specify a date range and

meter selection to determine what information is to be displayed. You

also have the ability to export your information to print format (PDF),

spreadsheet format (Excel), and standard CSV (comma separated

variable) file format.

In addition, the system provides a comprehensive set of user-defined

preferences you can use to tell the system how to group and identify

each of your postage meters. You can:

• Assign meaningful customized names to identify your meters

and to identify the locations at which they are installed

• Create meter groups that enable you to easily select and

view information from meters that perform similar roles across

locations

• Assign a reference code to each meter that will allow you to

associate usage information (pieces and postage cost) to an

internal reference such as a chargeback code or purchase order

number.

1-3

1 • Read This First

SV62371 Rev. A

Accounting Reports Option of INVIEW™Meter Reporting

The Accounting Reports option within the INVIEW™Meter Reporting

system offers unparalleled flexibility in accessing and presenting in-

formation about where, how, and when postage is used within your

organization, based on account information. Like meter activity, the

account activity for each meter is transferred to the INVIEW™Meter

Reporting system whenever you connect your meter to the Pitney

Bowes Data Center to refill postage, check on available funds in your

Postage By Phone account, or during other inspection or mainte-

nance processes.

The Accounting Reports option can support account information up-

loaded from mailing machines using INVIEW™Accounting, Budget

Manager, or Business Manager accounting systems.

The Accounting Reports option allows you to see:

• the most used accounts by mail pieces and or postage. These

results can be displayed as a stacked bar chart or as a table.

• the number of pieces and total dollars charged to each account.

The total charged includes the postage, additional fees such as

delivery confirmation, and any surcharges applied by the mail cen-

ter. Subtotals are provided for subaccounts and subsubaccounts.

• the details for each mail class within each account. This includes

the number of pieces, total charged to each account, and break-

down of total charged as postage, additional fees such as deliv-

ery confirmation, and any surcharges applied by the mail center.

• the average cost per piece at different locations over the time

period selected. Pieces from all meters at each location are in-

cluded in the average.

• the details on specific transactions. This includes each transac-

tion, or batch of mail, grouped at the lowest level of account.

Transaction details also include the class of mail selected for

the batch (or the class determined by Weigh and Dimension on

the Way), the number of pieces processed, the postage, fees,

surcharge, total cost allocated, and the time each transaction

started and ended.

On most reports, the results for a selected time period can be

compared to another time period for instant comparison.

INVIEW™Accounting and INVIEW™Meter Reporting

1-4

1 • Read This First

SV62371 Rev. A

This Page Intentionally Blank

Andere Handbücher für DM125

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Inhaltsverzeichnis

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