3. Select Preferences.
4. Select how you want accounts identified: by Name or by Code.
5. Select the account level you want to report at: Account, Sub account or Sub sub account.
6. Select OK.
Saving a copy of an accounting report
1. Select the Manage Accounts button in the Mailing tile on the Home screen.
2. Select Reports.
3. Select View & print reports.
4. Select the report you want to save a copy of.
5. Select Save as....
6. Enter a name for the report.
7. Select OK.
Deleting accounting reports
1. Select the Manage Accounts button in the Mailing tile on the Home screen.
2. Select Reports.
3. Select View & print reports.
4. Select the report you want to delete.
5. Select Delete report....
6. Select Yes, delete. The report is removed from the list.
Accounting
Pitney Bowes Operator Guide February,2018 Page 192 of 349
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