Connect+ Series Accounts Support

How do I create an account on the Connect+ Series?

To create an account, open Manage Accounts and select Create new account, then enter the account details.

Note: If users are enabled on your system, this feature is only available to users with supervisor access rights.

1. From the Home screen, select Manage Accounts.
2. Select Create new account.
3. If accounts already exist, you are prompted to create a new account or add a sub account — select Create new account.
4. Enter the account name and select OK.
5. Enter the code for the account and select OK.
6. Enter an optional description and select OK.
7. Ensure the status is set to Active.
8. To password-protect the account, select the Password field (account passwords must be enabled), enter the password and select OK, then re-enter and select OK.
9. Select OK. A dialog box confirms the account has been created.
10. Select Create another new account or Add a sub account if needed, or select Done to return to the Manage Accounts screen.

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How do I create a user on the Connect+ Series?

To create a user, open System settings, select Users and add a new user. Supervisor access rights are required.

1. Select Settings under Mailing on the Home screen.
2. Select System from the list on the left.
3. Select Users, then Add new.
4. Select the Username field, enter the username and select OK.
5. If passwords are required, select the Password field, enter the password and select OK (passwords are required for supervisor users).
6. Select the user role: OPERATOR or SUPERVISOR.
7. If needed, add a password hint and select OK.
8. Select OK, then Done to return to the Home screen.

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How do I move a transaction to another account on the Connect+ Series?

To move a transaction, open Manage Accounts, view and edit transactions, filter to find the transaction, then edit it and assign a new account. Supervisor role is required to edit transactions.

Note: If the Business Manager accounting suite is in use, move the transaction with the Business Manager software instead.

1. From the Home screen, select Manage Accounts, then Transactions, then View and Edit Transactions.
2. Create a filter to find the transaction: select Add criterion, select Account (or Date), press Next, add the accounts or date period to search and select OK.
3. Select View transactions.
4. Select the transaction you want to reassign.
5. Select Actions, then Edit transaction.
6. Select Account (an asterisk denotes a required field) and pick a new account from the list.
7. Select OK twice.

Note: The transaction does not report to the new account instantly — accounting information must sync with the accounting server before the change shows in a report.

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How do I run an accounting report on the Connect+ Series?

To run an accounting report, open Manage Accounts, view and edit reports, choose a report and view it.

1. Select Manage Accounts on the Home screen.
2. Select Reports, then View & edit reports.
3. Select the report you want to view and select Next.
4. If needed, modify the report settings (these vary by report).
5. Select View report.
6. If needed, use the Actions menu to save, delete, export or print the report.
7. Select Done.

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How do I export an accounting report on the Connect+ Series?

To export an accounting report, insert a USB drive, open the report and export it as CSV, XLS or PDF.

1. Insert a USB drive into an available port on the mailing system.
2. Select Manage Accounts, then Reports, then View & edit reports.
3. Select the report to export and select Next.
4. Set the dates, accounts and other settings (optionally select View Report to preview).
5. Select Actions, then Export report.
6. Select the File name field, enter a name and select OK.
7. Select the Export to: field, choose the drive and select Open, choose the folder and select Select this folder.
8. Select the export file type and select OK.
9. When the system confirms the export is complete, select OK, then Cancel to return to the report list.

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Connect+ Series Accounts – Frequently Asked Questions