SendPro C Accounts Support
1. Tap “SendPro Apps” on the Home screen.
2. Tap “Manage Accounts”.
3. If necessary, tap “Got It” at the “No Sync Required” prompt.
4. Tap “Reports”.
5. Tap “View & print reports”.
6. Tap the “UK Trackable Products” report. You may need to scroll to locate this report.
7. Tap “Next”, then set the time period you want the report to provide.
8. Tap “View report” to view the report information on your device.
9. Alternatively, tap “Actions” then “Email Report” to email the report.
Use Cost Accounts to chargeback costs for printing Parcel Shipping labels. This helps you keep track of how much each department is spending.
When you print a Parcel Shipping label you can allocate a cost account to that label.
Tap “Shipping History” to view the amount each department has spent.
Use accounts to charge back postage for printing envelopes to departments or clients.
You can run reports to show how much you spent on postage over given time periods.
The Envelope Printing application uses a multi-level account format. It is different from the Parcel Shipping cost accounts.
– Run reports to show how much each department uses.
– View and email reports from your device.
– Get information such as postal classes used and the cost of postage.
When you use Envelope Printing accounts to track your postage usage, use sub accounts and sub sub accounts to analyse your usage within an account. How you create accounts depends on your needs.
You can create accounts in single or multiple levels. For example, you can divide a top level department (account) into two additional sub sections (sub accounts and sub sub accounts). The Envelope Printing accounting structure can have up to a three level hierarchy:
– account (top level of the hierarchy)
– sub account (next possible level of the hierarchy)
– sub sub account (last possible level of the hierarchy)
Important: Only the lowest level of the account hierarchy is chargeable. This means that the lowest level of the account has the transactions applied to it.
– Account with no sub accounts – When you create an account with no sub accounts, you charge postage to that account. This is because the account does not have sub or sub sub accounts.
– Account with sub account or sub sub account – When you create a sub account or sub sub account, you charge postage to the lowest level (the sub account or sub sub account).
Account hierarchy examples
Top level Account
– Engineering
Account with sub accounts
– Engineering; Sub account – Software;
– Engineering; Sub account – Hardware;
Account with sub sub accounts
– Engineering; Sub account – Software; Sub sub account – Graphics and Layout; Sub sub account – Design
– Engineering; Sub account – Hardware; Sub sub account – Quality Approval; Sub sub account – Testing
Note: If you assigned a security pin when you installed your machine, you will be prompted to enter it when you power it up or after it has entered the sleep mode.
To create a security pin
1. Tap the Settings (gear) icon in the global toolbar.
2. Tap the Security PIN option in the Device & Network section of the screen.
3. Tap the Create PIN button.
4. Enter a 4-digit numeric PIN using the keyboard on the display.
5. You will be prompted to verify the PIN by entering it again.
To change or disable the security PIN
1. Tap the Settings (gear) icon in the global toolbar.
2. Tap the Security PIN option in the Device & Network section of the screen.
3. Tap Change PIN or Turn OFF Security PIN, whichever is appropriate.
4. You will be prompted to enter the current security PIN for either option.
To manually lock your machine
1. Tap the user profile icon in the top right corner of the global toolbar.
2. Tap Lock this Device.
Note: the “Device is Locked” screen displays. The screen saver will display shortly after this screen.
Note: If you forget your Security PIN, tap on the Forgot PIN? link to get help.
If you need further assistance, please use the Contact Us options below.
If you need further assistance, please contact us on 01543 572 776.
Add accounts to record Envelope Printing usage by department.
1. Tap “Envelope Printing” on the Home screen.
2. Tap “Account”.
3. Tap the “Preferences” icon in the upper right corner of the screen.
4. Tap “Manage Accounts”.
5. Tap “Create new account”. If the keyboard does not pop up, tap on the line in the grey box.
6. Tap “Create a new account” for a new account.
7. Complete the required account name field. Account names can be up to 75 characters long.
8. Complete the required code field. Assign a unique code to identify each account. Codes help you locate accounts more easily.
9. Complete any optional fields, such as:
– Description – Enter a description of the account up to 150 characters.
– Password – Tap Password to create a password for an account. Passwords are case sensitive, can be alphanumeric, and must be four characters in length. You must enter this password to edit or feed mail against the account once enabled.
10. Ensure you set the status to active.
11. Tap anywhere on the screen, but outside of the fields when complete.
12. Tap “OK” to save. The name of the new account appears.
– Tap Create New Account to create another account.
– Tap Add a Sub Account to this account to add a sub account to the account you just created.
– Tap Continue if you do not need to create any more accounts.
13. Press the back-arrow to return to the account list.
When accounting is enabled on your device, you must select an account before you can print postage.
1. Tap “Envelope Printing” on the Home screen.
2. Tap “Account”.
3. Tap the account you wish to use for your mail.
The Envelope Printing accounting structure is based on three levels: account, sub account and sub sub account. Your account names can contain up to 75 characters for each level plus separators (227 characters total).
Depending on your requirements you can structure your accounts in single or multiple levels. For example, you can divide a top level department (account) into two additional sub sections.
Account
When you create a top level account, you can charge funds and pieces to that account. This is the account charged for postage because it does not have any subordinate (sub or sub sub) accounts.
Example:
Account – Engineering
Sub Account
If you create sub accounts for a top level account, they become the lowest level in the account hierarchy and identify the departments that are charged for postage.
Example:
Account – Engineering, Sub account – Software;
Account – Engineering, Sub account – Industrial Design
Sub Sub Account
If you create sub sub accounts for sub accounts, the sub sub accounts become the lowest level in the account hierarchy and identify the departments that are charged for postage.
Example:
Account – Engineering, Sub account – Software, Sub sub account – Software Testing
Account – Engineering, Sub account – Software, Sub sub account – Software Design
Account – Engineering, Sub account – Industrial Design, Sub sub account – Graphics and Layout
Account – Engineering, Sub account – Industrial Design, Sub sub account – User Friendly Testing
When multiple account levels are created, the accounts are linked (account-sub account, or account-sub account-sub sub account). They become a set and are treated as one separate account, with one account number and one password. The top level account number and password are rolled down to the first sub account that is created. When you add a second sub account to this top level account, you create a new linked set of accounts with a different account number and password.
Note: Only the lowest level of the account hierarchy is chargeable. This means that transactions can only be posted to that account.
You can view or edit the account name, code, description, status or password for all of the accounts sub accounts and sub sub accounts on your system.
Note: Once you charge postage to an account, you cannot change the account name or code. Also, you cannot delete the account.
1. Tap Envelope Printing on the Home screen.
2. Tap Account on the left side of the screen.
3. Tap the menu icon in the upper right corner of the screen.
4. Tap Manage Accounts.This opens the Accounts screen.
5. Tap Edit account. A list of all the accounts currently available is displayed.
6. Select the account you want to edit by tapping on it.
7. Select OK.
8. Make the changes you want.
– If you want to prevent anyone from charging transactions against this account, you can set the account status to inactive..
9. When finished, tap anywhere on the screen but outside of the fields. The Cancel and the OK buttons appear at the bottom of the screen.
10. Tap OK to return to the Accounts screen.
11. Tap the back arrow to return to the list of accounts.
12. You can select an account from the list by tapping on it. That account will then appear on the Mail screen. To return to the Mail screen without changing your account selection, tap Cancel.
When you delete an account, sub account or sub sub account, you remove its data completely. That data is then unrecoverable. Make sure you do not need the accounts data before you delete the account. Once you delete an account, the data cannot be retrieved.
If you have already charged transactions to an existing account you cannot delete the account. If you want to prevent users from charging transactions against this account, you can set the account status to inactive.
1. Tap Envelope Printing on the Home screen.
2. Tap Account on the left side of the screen.
3. Tap the menu icon in the upper right corner of the screen.
4. Tap Manage Accounts.This opens the Accounts screen.
5. Tap Delete account. A list of all the accounts currently available is displayed.
6. Select the account you want to delete by tapping on it.
7. Tap OK.
8. A warning appears showing the name of the account you are about to delete.
– To confirm that you want to remove the account, tap Yes, delete account.
9. Tap OK.
10. Tap the back arrow at the top of the screen to return to the list of accounts.
11. You can select an account from the list by tapping on it. That account will then appear on the Mail screen. To return to the Mail screen without changing your account selection, tap Cancel.
Envelope Printing uses a multi-level account structure.
You can use Envelope Printing accounts to charge back postage to departments or clients and run reports showing how you spent your postage over specific time periods.
If accounts are enabled on your machine you must select an account when applying postage to a mail piece.
1. Tap Account on the left side of the screen to see a list of available accounts.
2. Tap on the account you want use for your mail piece.
1. Tap Envelope Printing on the Home screen.
2. Tap Account on the left side of the screen.
3. Tap the menu icon in the upper right corner of the screen.
4. Tap Manage Accounts.This opens the Accounts screen.
5. Tap on the Reports link under the Accounts section.
6. If this is the first time you are running a report:
a. Tap Report Period and set the time range for your reports.
b. Tap Preferences and set how to you want to identify the accounts.
7. Tap View & print reports. A list of all the available reports displays.
8. Tap on and select a report.
9. Tap Next.
10. Tap the option you want:
– To view the current report on the screen, tap View Report.
– Tap Actions if you want to save the report under a new name, email the report or delete the report
1. Tap Envelope Printing on the Home screen.
2. Tap Account on the left side of the screen.
3. Tap the menu icon in the upper right corner of the screen.
4. Tap Manage Accounts.
5. Tap on the Reports link under the Accounts section. This opens the Reports screen.
6. Tap Report period.
7. Select the calendar icon next to the Start date of fiscal year field.
a. Select a date on the calendar that appears.
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. The list box on the screen is updated and provides a view the of the reporting periods based on the selections you’ve made.
– 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. Select OK to return to the Reports screen.
1. Tap Envelope Printing on the Home screen.
2. Tap Account on the left side of the screen.
3. Tap the menu icon in the upper right corner of the screen.
4. Tap Manage Accounts.
5. Tap on the Reports link under the Accounts section. This opens the Reports screen.
6. Tap Preferences.
7. Tap to select how you want accounts identified: by Name or by Code.
8. Tap to select the account level you want to report at: Account, Sub account or Sub sub account.
9. Tap OK to return to the Reports screen.
Email an account report to keep a record of how much departments or clients have spent on their postage over specific time periods.
1. On the Home screen, tap “Envelope Printing”.
2. Tap “Account”.
3. Tap the menu icon.
4. Tap “Manage Accounts”.
5. Tap the “Reports” link in the Accounts section.
6. Tap “View & print reports”.
7. Tap the option button in front of the report to select it.
8. Tap “Next”.
9. Tap “Actions” or “View Reports” at the bottom of the screen.
10. Tap “Email Report”.
11. Tap in the “Please enter the recipient mail address” box and enter the recipient’s email address.
Note: The email address you enter will remain until you turn off then turn on the device.
12. Tap the file type you wish to send: xlsx (Excel), csv (comma-separated values), pdf (Portable Data Format).
13. Tap “Send”. The report will appear in the inbox.
Create cost accounts to record Parcel Shipping usage by department.
1. Tap “Shipping Cost Accounts” in the application drawer at the bottom of the Home screen.
2. Tap the plus sign + in the upper left corner of the Cost Accounts screen.
3.Enter the account name, up to 20 characters. Tap the green tick when done. You can use lower case letters, upper case letters, numerals and special characters for the account name. Allowed special characters include:
– hyphen
_ dash
‘ single quote
@ at sign
. Full stop
and optional description.
4. (Optional) Enter a description of the account, up to 200 characters.
5. Tap “Enter” (green check mark) when done. You can use the same types of characters as for the account name.
6. Tap “Active” or “Inactive”, whichever is appropriate for this account.
7. Tap the tick box for “Make this my default Cost Account” to make this cost account automatically used for all Parcel Shipping labels.
8. Tap “Apply”.
Modify a cost account to activate or deactivate a cost account, set a default cost account, or modify the description for the cost account. You cannot delete an existing cost account.
1. Tap “Shipping Cost Accounts” in the application drawer at the bottom of the Home screen.
2. Tap the cost account you wish to modify.
3. Tap the “Edit” icon.
4. Tap the “Active” or “Inactive” option as required. Tap the “back arrow” to close the keyboard.
5. Tap the tick box for “Make this my default Cost Account” to make this account the default.
6. Tap the Description field to change the description.
7. Tap “Apply” when done with all your changes.
Enable cost accounts to keep a record of how much you are spending on Parcel Shipping labels.
1. Tap “Shipping Cost Accounts” in the application drawer at the bottom of the Home screen.
2. Tap the “Preferences” icon.
3. Tap the slider in the upper right so that it turns blue and displays “ON”.
– Tap the tick box for “Require cost account for all shipments”. This makes your device allocate a cost account to every Parcel Shipping label.
4. Tap the slider in the upper right so that it turns grey to turn Parcel Shipping cost accounts off.
5. Tap “Apply” to continue.
You must create a least one cost account in order to use this feature.
1. Select “Envelope Printing”.
2. Select “Account Required”.
3. Select your account.
4. Select the Preset button.
5. Select “Create New Preset”.
6. Name your Preset.
7. Press the tick button.
