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How to set the accounting period with Inview Accounting on the DM125 and DM225

Learn how to set the accounting period on a DM125 and DM225 with the Inview Accounting package.
Products affected: DM125™, DM225™
The accounting period enables the system to track transactions using your organization's fiscal year and intervals (monthly, quarterly, etc.).
Note: These instructions apply to meters using Inview Accounting only, not standard accounting. Accounting is an optional feature. Contact your Pitney Bowes Sales Representative for information about options and pricing.

To set the accounting period for a DM125 and DM225 using Inview Accounting:
  1. Press Home.
  2. Select Select an account.
  3. Select Setup INVIEW.
  4. If prompted for the supervisor password, enter it.
  5. Select Accounting periods. The Set New Acct. Period screen is displayed with the current accounting period dates.
  6. Choose from the following:
    • Standard allows you to set up a standard 12-month accounting year. Continue with step 7.
    • Custom allows you to set up a custom accounting period other than 12 months. Skip to step 8.
  7. If you select Standard, you can change the Start Date and number of minor accounting periods in your fiscal year. The default Start Date is today’s date. To modify the Start Date:
    1. Select Start Date ().
    2. Enter the start date for your fiscal year in mm/dd/yy format and select OK. The system automatically fills in the End Date for a one year period. For example, if the Start Date is 06/01/17, the End Date would be 05/31/18.
Note: The Start Date must be within the current calendar year. For example, if today’s date is 6/10/2018, you can enter a Start Date as early as 1/1/2018.
  1. To modify the Minor Periods, select Minor Periods.
  2. Enter the number of periods you use to report your accounting data: 0, 2, 4 (quarterly), or 12 (monthly).
  3. Select OK.
  1. If you select Custom, you can create your own accounting periods. By default, the system sets the Start Date to the current date, and End Date 1 and End Date 2 to the last day of current month.
    1. To modify the End Date 1, select End Date 1. This date represents when the first accounting interval ends in your custom period.
    2. Enter the first end date in mm/dd/yy format. Select OK.
    3. To modify End Date 2, select End Date 2. This date represents when your custom period ends, and must always be equal to or later than End Date 1.
    4.  Enter the second end date in mm/dd/yy format and select OK.
Note: For custom periods, you can extend the end dates at any time, but End Date 2 must always be the same as or later than End Date 1. Once End Date 1 is reached, you either must clear the accounting data for that interval, extend the end dates, or both. You will not be able to run mail until you either clear the data or extend the periods.

Note: Once you run a transaction, you cannot change the Start Date of the fiscal year until you clear the accounting data (which is normally done when the fiscal year ends), so ensure that the accounting periods are set up correctly before running mail.

UPDATED: December 08, 2021