7. Select the calendar icon next to the Start date of fiscal year field.
a. Select a date on the calendar.
b. Select SET.
The End date of fiscal year is determined based on the start date you enter. It cannot be entered
manually.
8. Select the Default reporting period field.
a. Select a report period type.
b. Select OK.
9. (Optional) Use the Previous year and Next year buttons to view the reporting periods for the
previous and next year. Use the up and down arrow buttons to scroll through the list of reporting
periods for the current year.
10. Tap OK to return to the Reports screen.
Setting the postage printing account report
preferences
The postage printing account report preferences determine whether accounts are identified by Name or
Code and what level of accounts are reported on (Account, Sub account or Sub sub account).
1. On the Home screen, tap Envelope Printing or Print on Envelopes.
2. Tap Account.
3. Tap the menu icon.
4. Tap Manage Accounts.
5. Tap the Reports link in the Accounts section.
6. Tap Preferences.
7. Tap to select how accounts should be identified: by Name or by Code.
8. Tap to select the account level you wish to report on: Account, Sub account or Sub sub
account.
9. Tap OK to return to the Reports screen.
View Print Reports
Pitney Bowes Operator Guide March 2020 143
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