Pitney Bowes DM300c series Manual

INVIEW™ Accounting
for DM300c/DM400c/DM475
Digital Mailing Systems
Operator Guide
Canada English Version

SV62683 Rev. A ©2011 Pitney Bowes Inc.
All rights reserved. This book may not be reproduced in whole or
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 specications 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.

iiiSV62683 Rev. A
Machine Identification
Product Name: DM300c Digital Mailing System
Model Number: 3C10
Product Name: DM400c Digital Mailing System
Model Number: 4C10
Product Name: DM475 Digital Mailing System
Model Number: 6C10
Resources
For direct questions or support, call the Pitney Bowes Customer
Centre 1.800.672.6937 (M-F 8:00 AM to 8:00 PM E.T.) or visit
www.pitneybowes.ca.
To order Pitney Bowes supplies and accessories, go to:
www.pitneybowes.ca and click on Supplies
www.pitneybowes.ca and click on My Account
To download the latest version of PC Meter Connect™ software, go to:
www.pitneybowes.ca/support/default.asp and click the link to
download the software to your PC for installation.
To contact the Canada Post (CPC), visit: www.canadapost.com
Pitney Bowes Contact List

iv
Pitney Bowes Contact List
SV62683 Rev. A
This page was put in as a placeholder so you can print this entire guide in
a duplex (double-sided) mode while keeping the proper page positions.

v
Table of Contents
SV62683 Rev. A
Table of Contents
1 • Read this First
What's in this Guide ...........................................................1-1
Overview of Accounting .....................................................1-2
INVIEW™ Accounting and INVIEW™ Meter Reporting ....1-3
2 • System Setup for INVIEW™ Accounting
INVIEW Acounting Setup ...................................................2-1
Overview of INVIEW Accounting Setup (high-level steps) 2-2
Activating INVIEW Accounting ...........................................2-4
Setting Up the Accounting (Fiscal) Periods .......................2-5
Establishing a Supervisor Password .................................2-7
Turning ON/OFF Account Passwords Globally .................2-8
Setting Global Surcharges .................................................2-9
Turning Surcharges On and Off ............................... 2-10
Adding Surcharges ...................................................2-11
Clearing All Surcharges ........................................... 2-12
Setting a Station ID ..........................................................2-13
Selecting a Job ID Requirement ......................................2-14
Requiring a Job ID ................................................... 2-14
Auto Clearing a Job ID ............................................. 2-14
Configuring the Optional Barcode Scanner .....................2-15
Setting the Default Scan Type .................................. 2-15
Setting Auto Enter .................................................... 2-16
Combining Barcodes ................................................ 2-17
Adding Barcode Prefixes ......................................... 2-19
Setting Up the Optional PC Transfer Utility .....................2-21

vi
Table of Contents
SV62683 Rev. A
3 • Setting Up Operators
Operator Options ...............................................................3-1
Enabling/Disabling the Operator Feature ..........................3-2
Creating Operators ............................................................3-3
Enabling/Disabling the Operator Auto Log Off Feature .....3-4
Viewing and Editing Operators ..........................................3-5
Deleting Operators ............................................................3-7
4 • Setting Up and Working With Accounts
Account Options ................................................................4-1
INVIEW™ Accounting Structure ........................................4-3
Creating a New Account (Top Level) .................................4-5
Creating a Sub Account or SubSub Account .....................4-7
Viewing and Editing Accounts ...........................................4-8
Clearing Account Data .......................................................4-9
Deleting an Account .........................................................4-10
5 • Running Mail
Home Screen with INVIEW™Accounting Activated .............5-1
Selecting an Account to Track Postage .............................5-2
Applying Postage ...............................................................5-3
Selecting a Class or Special Service .................................5-3
Entering a Batch Surcharge or Discount ...........................5-4
Selecting Job IDs ...............................................................5-6
6 • Transaction Options
Transaction Options...........................................................6-2
Printing the Transaction Log ..............................................6-2
Adding a Manual Transaction ............................................6-2
Transferring Transaction Data ...........................................6-4
Clearing the Transaction Log .............................................6-5
Setting the Condition for the Full Log Warning ..................6-6
Defining the Action to Take When the Log is Full ..............6-7

vii
Table of Contents
SV62683 Rev. A
7 • Running Reports
Accounting Reports Overview ...........................................7-1
Account Reporting Options ................................................7-2
Transaction Log Report .....................................................7-3
Account Summary .............................................................7-4
Quick Profile Report ..........................................................7-5
Accounting Setup Report ...................................................7-6
Account List Report ...........................................................7-7
Account Speed Code List Report ......................................7-8
Operator List ......................................................................7-9
Custom Reports ...............................................................7-10
Creating a Custom Report ........................................7-11
Selecting a Custom Report to Print .......................... 7-12
Viewing and Editing a Custom Report ..................... 7-14
Deleting a Custom Report ........................................ 7-15
8 • Closing Out Fiscal Periods
Overview ............................................................................8-1
Closing Out a Fiscal Year ..................................................8-2
Standard Accounting Periods ..................................... 8-2
Custom Accounting Periods ....................................... 8-3
9 • Troubleshooting
Troubleshooting INVIEW™Accounting ..............................9-1
Error Message/Warning Table ...........................................9-1
Index

viii
Table of Contents
SV62683 Rev. A
This page was put in as a placeholder so you can print this entire guide in
a duplex (double-sided) mode while keeping the proper page positions.

1-1
SV62683 Rev. A
1 • Read This First
What's in this Guide
Section Description
Chapter 1
Read This First
Provides an overview of INVIEW accounting, as well as
the powerful online INVIEW options that can augment
the INVIEW transactions captured in your machine.
Chapter 2
System Setup
for INVIEW™
Explains how to configure your system to use the
INVIEW™ Accounting system
Chapter 3
Setting Up
Operators
Describes how to create, edit and delete operators
Chapter 4
Setting Up and
Working With
Accounts
Tells you how to set up individual accounts, and edit and
delete existing accounts
Chapter 5
Running Mail
Describes how to run mail with INVIEW™ Accounting
activated
Chapter 6
Transaction
Options
Describes how to enter manual transactions and how to
view, clear or void transactions.
Chapter 7
Running
Reports
Explains how to run accounting reports provided with
your system and how to create customized accounting
reports for your organization
Chapter 8
Closing Out
Fiscal Periods
Describes how to print reports and/or transfer your data
when a fiscal period ends.
Chapter 9
Troubleshooting
Describes how to handle accounting errors or warnings
you may encounter on your system

1-2
1 • Read This First
SV62683 Rev. A
Overview of INVIEW™ Accounting
The information in this manual describes how to set up the INVIEW™
Accounting feature. 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 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.
With this model of mailing machine, you also have a choice of using
Standard Accounting, Budget Manager, or Business Manager as
your accounting package.