Adding a cost account in PitneyShip

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.

• Adding a top-level cost account
• Adding a sub account or sub sub account

Adding a top-level cost account

1. Select Settings > Cost Accounts.
2. Select +Add Account.
3. Enter the Account name (maximum 75 characters), Code (maximum 75 characters), and Description (optional). Leave the Status set to Active.
4. To make this account your default cost account, select Make this my default Cost Account.
5. 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 (maximum 75 characters), and Description (optional). Leave the Status set to Active
4. Select other options as needed.
5. Select Add and Close.

Related topics

• Cost account format specifications
• Importing 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.