Adding a cost account in PitneyShip Pro or PitneyShip Enterprise

Cost accounts can help you track how you spend your postage funds by allowing you to assign shipping labels and postage refills to an account.

Watch this video or follow the instructions below to learn how to add cost accounts.

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:

- ~ ` ' ^ & | { } [ ] " ; < > double spaces

1. Select Settings > Cost Accounts.
2. Select +Add Account.
3. Enter the Account Name (maximum 75 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. This allows you to control whether users can assign charges to the account.
6. To restrict the account to a Division, select Division, then select the desired Division from the menu.
7. To restrict the account to one or more Locations, select Locations, then select the desired Locations from the menu.
8. 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. If you have Analytics, you can report on users who have exceeded their budgets.
   1. Select the desired budgeting options:
      • Time Period: Monthly, Quarterly, or Yearly
      • Budget Amount: The amount that is budgeted for the specified time period.
      • Fiscal Year Begins: Select the calendar icon to choose the date on which your fiscal year begins.
      • Email budget amount notifications: Select this if you want to send email notifications when the budget is nearing or reached.
      • Send mobile text budget amount notifications: Select this if you want to send text notifications when the budget is nearing or reached.
      • Notification Threshold: (Required) The amount at which you want the notifications to be sent.
      • Turn on system alerts for budgets: Select this if you want users to see notifications in the system when they approach or exceed their budget.
9. Select Save and Close.

Adding a sub account or sub sub account

Sub accounts and sub sub accounts provide extra levels of detailed cost accounting.

Here is an example where the enterprise is a town government, and it uses cost accounts to track postage.

• Cost account: School District
  • Sub account: High School
    • Sub sub account: Athletics Department

1. Select Settings > Cost Accounts.
2. Select the Add Sub Account icon next to the cost account under you wish to add the sub account.
   
3. Enter the Name (maximum 75 characters), Code, and Description (optional). Leave the Status set to Active
4. Select other options as needed.
5. Select Add and Close.

Related topics

• Importing cost accounts