4 ● Accounting
Using a Multi-Level Account Structure
104
Acceptable Special Characters for Account Names
106
Uploading Connect+™ Postal and Transactional Information for Business Man-
ager
108
Creating, Editing or Deleting an Account
108
Creating an Account
109
Creating a Sub Account or Sub Sub Account
110
Changing the Account Status to Inactive
111
Editing an Account
112
Deleting an Account
113
Turning Account Passwords On and Off
113
Selecting an Account while Running Mail
115
Changing Account Search Criteria
115
Choosing the Columns that Appear when Viewing Accounts
116
Searching for an Account
116
Viewing Unlocked Accounts Only
117
Clearing an Account while Running Mail
118
Ending a Batch
118
All About Transactions
118
Viewing Transactions
119
Editing Transactions
120
Filtering the Transaction List
121
Creating a Transaction Filter
122
Editing a Transaction Filter
123
Deleting a Transaction Filter
124
All About Surcharges
124
Setting Up and Editing Global Surcharges
125
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