Adding a cost account in PitneyShip Pro

Cost accounts allow you to assign the cost of shipping labels to an account. This can help you track how you spend your postage funds.

The features and options you see may vary depending upon your role and subscription. If you have any questions regarding your permissions, please contact your administrator.

The following characters are not allowed for cost account names or codes:

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1. Select Settings > Cost Accounts.
2. Select +Add Account.
3. Enter the Account Name (maximum 25 characters), Code, and Description (optional). Leave the Status set to Active.
4. To make the account billable, select Billable.
5. To protect the account with a password, select Password and enter the password and confirm the password by entering it again. This allows you to control whether users can assign charges to the account.
6. To set up budgeting for this account, select Set Budget Amount and Notifications. This feature provides notifications when the budget threshold is nearing or reached. It does not stop you or your users from shipping or mailing, it only notifies you.
   1. Select the desired budgeting options:
      • Time Period: Monthly, Quarterly, or Yearly
      • Budget Amount: The amount that is budgeted for the specified time period.
      • Financial Year Begins: Select the calendar icon to choose the date on which your fiscal year begins. If typing the date be aware that it should be entered in format DD/MM/YYYY.
      • Notification Threshold: (Required) The amount at which you want the notifications to be sent.
      • Turn on system alerts for budgets: Select this if you do not want users to see notifications in the system when they approach or exceed their budget.
      • Make this my default cost account: Select this to assign a default cost account.
7. Select Save and Close.