Pitney Bowes SendPro P2000 - Creating, editing or deleting an account

l
Period 4-5-4: Select this option if you want to use the 4-5-4 calendar to manage accounting
periods, with a four week month followed by a five week month and then another four week
month.
l
Period 5-4-4: Select this option if you want to use the 5-4-4 calendar to manage accounting
periods, with a five week month followed by two four week months.
Setting account report preferences
These settings allow you to choose how accounts are identified in reports and the account level
reporting occurs at.
1. Select the Manage Accounts button in the Mailing tile on the Home screen.
2. Select Reports.
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.
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.
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.
Accounting
Pitney Bowes User Guide April 2022 160