Multi-level Envelope Printing accounts on the SendPro C, SendPro+

Products affected:
SendPro® C, SendPro®+ (2H20)

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.

UPDATED:  20 September 2019