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

Products affected: SendPro® C, SendPro®+ (8H10)

The Envelope Printing accounting structure is based on three levels:

  • account,
  • sub account
  • sub sub account

Your account names can contain up to 75 characters for each level plus separators (227 characters total).

When multiple account levels are created:

  • Only the lowest level of the account hierarchy is chargeable. This means that transactions can only be posted to the lowest level account.
  •  The accounts are linked (account-sub account, or account-sub account-sub sub account). The linked accounts become a set and are treated as a single 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 your create.
    • When you add a second sub account to this top level account, you create a new linked set of accounts with a separate account number and password.

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 with no sub accounts, you charge postage funds and pieces to the top level account. This account gets charged for postage because it does not have subordinate (sub or sub sub) accounts.

    Example:

    Account - Engineering

  • Sub account - If you create sub accounts for a top level account, the sub accounts become the lowest level in your account hierarchy. Postage gets charged to the sub accounts.

    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 your account hierarchy. Postage gets charged to the sub sub accounts.

    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

UPDATED:  July 12, 2019