User Guide. Fee - Franking Machine CS-200

Transcription

1 User Guide Fee - Franking Machine CS-200

2 Table of Contents Read this First What you will Find in this Manual Safety Requirements...6 Meet Your Tax Machine System Layout Control Panel Features Connections Power Management...21 Processing Documents The different Types of Imprint Preparing and Starting your Work Session Processing [Normal] Documents Printing [RCVD] for Documents Settings Details...40 Money Operations Overview Managing Credit Unlocking the Meter...53 Managing Accounts and Access Rights Accounting and Access Rights Overview Selecting an 'Account Mode' Guidelines to Setup Account Modes Selecting an 'Account Mode' Managing the Accounts...65 Reports Report Overview Generating Reports Tax Meter Data Credit Data Account Data...80

3 6.6 System Data Online Services Online Services Overview Connecting to Online Services...90 Configuring your Tax Machine Settings Overview Logging in / out as the Supervisor Changing the Display Language Adjusting the Display Contrast System Time-outs Credit Warnings Imprint Default Settings Job Memories Connection Settings Time and Date Management Options and Updates Options and Updates Process Managing Options Managing Custom Text Messages Managing Slogans Managing Rates Maintaining your Tax Machine Maintaining the Ink Cartridge Maintenance Processes Troubleshooting Diagnostics and System Data Specifications Document Specifications General Specifications...153

4 1 Read this First This section contains important information about safety precautions and environmental recommendations to operate your equipment in the best possible conditions. 1.1 What you will Find in this Manual Safety Requirements...6 How to Disconnect your Tax Machine...9 1

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6 1.1 Section 1: Read this First What you will Find in this Manual Make sure you have read and fully understood the safety requirements in this section. This section also includes a list of acronyms and symbols used in the manual. Section 2: Meet Your Tax Machine System features, Reference descriptions of elements and controls, Document format and How to power your Tax Machine on or off. Section 3: Processing Document Processing document using the Tax Machine: Printing, and Processing received document. Section 4: Money Operations Managing Credits. Section 5: Managing Accounts and Access Rights How you can change accounts as user or set up accounts and control access to the machine as supervisor (Varies with model). Section 6: Reports How you can generate and print out reports for the tax machine usage, credit usage, account usage, etc. Section 7: Online Services Using your Tax Machine for online tax services and connect your machine for upgrades. Section 8: Configuring your Tax Machine All the parameters of your Tax Machine you can set up as User (Temporary settings) or Supervisor (Default settings). Section 9: Options and Updates How to update/upgrade your system and the imprint elements (slogans...). Section 10: Maintaining your Tax Machine Changing the ink cartridge and maintaining other system components. Section 11: Troubleshooting What to do when a problem occurs: poor printing etc. 1 Read this First 3

7 Section 12: Specifications Detailed capabilities of your Tax Machine. 1Read this First Symbols This manual uses the symbols listed below. This symbol... Indicates... WARNING: Indicates a human safety hazard. ATTENTION: Brings to your attention a risk for equipment or document that could result from an action you may perform. NOTE: Remark that explains different cases or specificities. TIP: Advice to help save you time when processing your document. SUPERVISOR: Indicates that you have to log in as supervisor (Using the supervisor PIN) to perform the procedure. Tax amount functions of the Tax machine are not accessible in this mode. Glossary This manual uses the acronyms listed below. Acronym Ascending Credit ID LAN PC PIN Description Total Tax Value Used Tax Value Available IDentification Local Area Network: link between computers Personal Computer Personal Identification Number 4

8 PSD Tax Service Security Device (Meter) 1 Read this First 5

9 1.2 Safety Requirements 1Read this First Power Connection Before connection, check whether the Tax Machine is suitable for external Power Supply. Refer to the type plates at the back of the pieces of equipment. To reduce the risk of fire, use only the power cord supplied with the Tax Machine. Do not use this product on a wet floor or near water. Your machine should be connected with a 19VDC - 2.6A limited power source. In case of liquid spillage, disconnect the external Power Supply from the wall plug and proceed to cleaning. Use a wall plug located near the equipment and easily accessible. As the Power Supply cord is the equipment disconnecting device, do not route the power cord between pieces of furniture or over sharp edges. Make sure there is no strain on the Power Supply cord. Avoid using outlets controlled by wall switches or shared by other equipment. Compliance Energy Star compliance Your tax machine is Energy Star compliant: It helps you to save energy and money while protecting the environment. 6

10 Environmental compliance 1 A program is implemented for the recycling of worn Tax Machines and systems at the end of their lifetime. Contribute in a responsible way to the environmental protection by consulting your retailer internet site, or by contacting him. He will inform you of the collection and treatment processes of these systems. Read this First CE compliance Products presented in this guide comply to requirements of directives number 2006/95/CEE and 2004/108/CEE. These products are compliant with EN 55022, class A. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense. 7

11 General Safety 1Read this First Before using your Tax Machine, thoroughly read the operating instructions. To reduce the risk of fire, electric shock and injury to persons, follow normal and basic safety precautions for office equipment when using your Tax Machine. To avoid equipment damage, only use Neopost approved supplies (Inks, tapes, cleaners...). The Tax Machine contains moving parts. Keep fingers, long hair, neck ties, loose clothing away from the document path at all times. Follow the additional safety precautions below: Do not place lighted candles, cigarettes, cigars, etc. on the Tax Machine. When lifting covers, wait for all parts to stop moving before placing hands near the printhead. When changing internal elements (Ink, PSD...), avoid using too much force to prevent personal injury or damaging equipment. To prevent overheating, do not block the equipment ventilation openings or try to stop internal fans. Do not remove bolted covers as they enclose potentially hazardous parts that should only be accessed by a Service Representative. Environmental conditions Your Tax machine should only be operated in the following conditions: Temperature range: 10 C - 40 C Relative humidity: 80% max. without condensation. 8

12 Disconnecting your Tax Machine Unplug the power supply cord only when the tax machine is in Sleep or Soft Off mode. This avoids keeping the ink cartridge in a unprotected position where the ink may dry out and become unusable. How to Disconnect your Tax Machine The power supply cord is the equipment disconnecting device. 1. First switch the Tax Machine to Sleep Mode (See How to Switch to 'Sleep' or 'Wake' Mode on page 22) if there is no emergency. 2. Unplug the Power Supply from the wall plug. 1 Read this First LAN Connection Network/PC LAN (8 wires) Follow the additional precautions below: Avoid using equipment during an electrical storm; there may be a risk of electrical shock from lightning. Do not install LAN connectors in a wet location. Disconnect the LAN cable from the wall before removing equipment. 9

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14 2 Meet Your Tax Machine Get to know your tax machine in this section. 2.1 System Layout Control Panel Features Connections Power Management...21 How to Switch to 'Sleep' or 'Wake' Mode

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16 2.1 System Layout Main Components 2 Meet Your Tax Machine Document Path Control Panel Cover Inserting location of documents for printing. Controls the tax machine. Allows you to access the ink cartridge. 13

17 Inside Machine 2Meet Your Tax Machine Cover Ink cartridge Postal security device (PSD) Pull the upper left side corner to open the cover. Prints the tax service imprint on envelopes. See also Changing the Ink Cartridge on page 137. Tax meter. 14

18 Report printer (option) 2 A USB printer can be directly connected to the tax machine for printing document-related reports. For more information about compatible printers that can connect to your tax machine, please contact technical support. Meet Your Tax Machine 15

19 2.2 Control Panel Features Control panel 2Meet Your Tax Machine See control panel and screen layout on the flap of the manual cover. Display Areas Account Slogan Date Tax amount Rate and services Displays account currently selected (If you are in Account mode) Indicates that an ad die (slogan) will be printed. Displays the date. Indicates the amount to be printed on the imprint. Indicates the current rate and services selected. 16

20 Keys and Shortcuts Return Home screen NAVIGATION KEYS Goes back to the previous screen. Displays the current task home screen. 2 Menu OK Navigation arrows Rate selection Weighing modes Imprint Memory Credit Alphanumeric keys Clear/ Reset rate Sleep/On/Soft off mode Accesses the menu settings. Validates a selection. Navigate up or down in lists or menus. SHORTCUT KEYS Displays the rate selection screen. Not Applicable. Accesses preset imprint and account memories. These presets are managed by the supervisor. Accesses credit management. KEYPAD Allows the entry of alpha or numeric values: tax amounts, accounts or other set up information. Press a key several times to display all possible characters. Clears keypad entries or, from the home screen. START / STOP KEYS Wakes the tax machine up or turns it to 'Sleep-mode' or 'Soft off mode'. The light indicates the system state (green = awake, amber (continuous) = sleep-mode, amber (blinking) = Soft off mode) (see Power Management on page 21). Meet Your Tax Machine 17

21 Keypad Use For different contexts, the table below indicates the successive characters you may obtain by pressing keys several times in a row. 2Meet Your Tax Machine Key Alpha-numeric 1 2ABCabc 3DEFdef 4GHIghi 5JKLjkl 6MNOmno 7PQRpqr 8TUVtuv 9WXYZwxyz 0., # / *? &! - + \ Custom text 1 ABC2 DEF3 GHI4 JKL5 MNO6 PQR7 TUV8 WXYZ9 0., # / *? &! - + \ C 'Clear' function 'Clear' function 18

22 2.3 Connections Rear Connectors Your tax machine has Universal Serial Bus (USB) ports that allow you to connect a printer or memory devices. 2 Meet Your Tax Machine Power connector USB ports LAN Port To AC mains adaptor. To peripherals (see detail in next table) To LAN 19

23 Right Side USB Connectors 2Meet Your Tax Machine Flat USB Square USB To memory device To printer (optional) To USB PC Meter Link (Not used in this machine) The Tax Machine will detect the connection method on startup. Therefore, please connect the LAN cable before applying power to the system. 20

24 2.4 Power Management Energy Star Compliance 2 Your Tax Machine is an Energy Star qualified tax machine that automatically goes into a low-power 'Sleep mode' after a period of inactivity. The tax machine automatically switches to 'Sleep mode' after 5 minutes of non-activity. You can change this default setting in supervisor mode. You can also switch to a low-power mode by pressing the Sleep/Wake button. A very-low-power sleep mode called Soft off mode is also available. This mode should only be used for long periods of non-use of the machine. In this mode, the machine takes longer to wake up and the automatic tax service updates cannot take place. See also To change the low-power modes time-outs, see How to Change the Sleep timeout User on page 102 Meet Your Tax Machine 21

25 How to Switch to 'Sleep' or 'Wake' Mode 1. Press to switch between 'Sleep' and 'Wake' modes. 2Meet Your Tax Machine - A short press on the Sleep/On/Soft off mode button sets the machine to 'Sleep' mode. - A long press on the Sleep/On/Soft off mode button sets the machine to 'Soft off' mode. The light located next to the key indicates: - Green: The Tax Machine is in Awake mode and ready for use. - Amber (continuous): The Tax Machine is in Sleep mode (Low-power mode). - Amber (blinking): The Tax Machine is in Soft off mode (Very-low-power mode). 2. When switching to 'Soft off' mode, the machine may display a screen to schedule an automatic call. Press [OK] to confirm (the call will be cancelled) and switch the machine to Soft off mode. Turning the machine to Sleep or Soft off mode ends your working session. The machine will then restart with default parameters (These parameters can be set in supervisor mode). 22

26 3 Processing Documents This section describes how you can run document: choosing a type of imprint and so on, depending on the type of metering you need to apply to your document. 3.1 The different Types of Imprint Preparing and Starting your Work Session...27 How to Sort Documents...27 How to Log in and Start a Work Session...29 How to Change the Current 'Type of Imprint' Processing [Normal] Documents...33 How to Apply Tax Amount (Settings) Printing [RCVD] for Documents...37 How to Process Incoming Documents (Settings)...38 How to Process Incoming Documents (Running Documents) Settings Details...40 How to Change Accounts...40 How to Select a Rate...41 How to Add (or Cancel) a Text on the Imprint...43 How to Add (or Cancel) a Slogan on the Imprint...43 How to Use a Job Memory

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28 3.1 The different Types of Imprint Customizing Your Imprint Your Tax Machine can use the following types of imprint: [Normal]: To print tax amount, including Slogan. [RCVD]: To print the date on incoming document. By default, the [Normal] type of imprint is selected at power up. Home Screen and Configuration Menu Each Type of imprint is associated to a specific: Home screen that displays current parameters (tax amount...) Configuration menu that allows you to set the other imprint parameters (advertisements...). Your system has shortcut keys for direct access to save you time. You can eliminate key strokes for add or check credit. 3 Processing Documents Parameters of the Type of Imprint The table below indicates the type of imprint to choose, depending on the type of process you want to apply to each set of documents. The column on the right indicates, for each type of imprint, the parameters you can set before printing document. The Tax Machine uses default values defined as supervisor. Type of process Apply Tax amount to outgoing documents; Print 'Received' and/or the date on documents Type of imprint [Normal] [RCVD] Parameters Date format Slogan Text Printing date and/or 'Slogan Received'. 25

29 By default, the machine selects the [Normal] type of imprint at start-up. See also To set default values as supervisor: see Configuring your Tax Machine on page 93. 3Processing Documents 26

30 3.2 Preparing and Starting your Work Session This section recommends a list of preparation steps to help you run your documents efficiently. Documents preparation involves: Sorting documents by type and task to make processing faster (Sorting Documents by Type and by Task on page 27). Logging into the system to start a work session (Turning Machine On and Starting a Work Session on page 28). Selecting the Type of imprint that corresponds to each set of documents (Selecting the Type of Imprint on page 31). Frequently asked questions concerning your machine check list: ink level, credit... (Frequently Asked Questions on page 32). Sorting Documents by Type and by Task To save time, we advise you to split your documents in stacks that have similar characteristics. That allows you: To avoid changing of franking paramaters for each document To fully benefit from the automatic features of your tax machine 3 Processing Documents To sort your documents, follow the procedure below. How to Sort Documents Make up document stacks according to the following steps: 1. Check the type of process to apply. See Parameters of the Type of Imprint on page Check the account to use. Only if you have to select an account at log in. 3. Check the rate and/or services to apply 4. Sort each stack by size. 5. Check the physical characteristics. Separate document that exceed the size or thickness allowed in the machine mail path. See Document Specifications on page

31 Turning Machine On and Starting a Work Session 3Processing Documents Turning the machine on starts a work session on the Tax Machine. At start-up, depending on specific supervisor settings: - The access to the machine may be free - You may have to select an account - You may have to enter a PIN code Your work session ends when the system returns to 'Sleep Mode'. 28

32 How to Log in and Start a Work Session To log as User: 1. Press to wake the system up. The system may display one of the following screens: - Home screen [Normal], if there is no account 3 - Account screen, if there are accounts - Login screen, if there are a machine PIN code or accounts with PIN code Processing Documents 2. On the Account screen, select your account as follows. - Use up and down arrows (Use double arrows to scroll list) and press [OK] to validate. Find your account quicker: Instead of using up and down arrows, type the account number. - Or on the Login screen, enter your account or machine PIN code. 3. The Home screen [Normal] screen is displayed. Your work session begins. 29

33 To type letters instead of figures using the keypad, press the corresponding key several times in a row like a mobile phone. (Example: To have N press twice the key 6"). Additional information 3Processing Documents To end the session, see How to Switch to 'Sleep' or 'Wake' Mode on page 22. To choose the policy for accounting and access control as supervisor, see Managing Accounts and Access Rights on page

34 Selecting the Type of Imprint For each stack of documents you have sorted (see Sorting Documents by Type and by Task on page 27), select the type of imprint you need to process your document as follows. About the types of imprint, see Parameters of the Type of Imprint on page 25. How to Change the Current 'Type of Imprint' 3 Once you are logged: 1. As User Press and select the path: Imprint The Imprint screen is displayed. Processing Documents 2. Select Type and press [OK]. The Type of imprint screen is displayed. 3. Select the type of imprint in the list and press [OK]. The Imprint screen is updated and displays the menu items that allow you to modify the imprint parameters. 4. Press or to return to the Home Screen. 31

35 Frequently Asked Questions Machine check list 3Processing Documents Question Do I have enough credit? Is there enough ink in the cartridge? How to answer Press and type 1 to check credit balance. To add credit, see How to Add Credit to the Meter on page 51 To display the level of ink in the printing ink cartridge, see How to Display Ink Level and Cartridge Data on page 132 You can be warned when the available credit gets below a preset value (see How to Set the Low-Credit Threshold on page 106). 32

36 3.3 Processing [Normal] Documents This section describes the parameter settings and document handling sequences for the document processes that use the [Normal] type of imprint, to apply stamp, apply tax value using different rates. About the 'Types of imprint', see The different Types of Imprint on page 25 3 Applying Tax Amount Sequence of Settings The procedure below outlines steps to process document. As document requirements differ from day to day, some of the settings may not be necessary, or their order may vary. At this point, make sure you have completed the preparation steps mentioned in Preparing and Starting your Work Session on page 27. Processing Documents 33

37 How to Apply Tax Amount (Settings) Required settings: 1. Make sure you are on the Home Screen of the Normal type of imprint. 3Processing Documents The Home Screen indicates tax amount as illustrated above. 2. To change the type of imprint (if you are not in Normal mode). Press and type 1 to access the Imprint screen. The type of imprint is indicated on the 2nd line of the screen. To change the type of imprint: - Select the Type line. - Press [OK] and then select Normal in the Type of imprint screen. - Press [OK]. To select an option in the screen: Highlight the option using the arrow keys and Always press to validate your selection. 34

38 3. Additionally, you can configure imprint elements from the Customize imprint screen as follows. Imprint with Text 3 Imprint with Slogan To check or change the Slogan selection: Select Slogan. Select a Slogan in the Slogan list screen. For more details, see How to Add or Cancel a Slogan on the Imprint on page 43 To check or change the Text selection: Select Text. Select a Text in the Text list screen. For more details, see How to Add or Cancel a Text on the Imprint on page 43 Processing Documents Press or to return to the Home screen. You cannot print the stamp with Slogan and Text at the same time 4. Set tax amount. - Enter your amount using the keypad. - Press [OK] to validate. You are now ready to print the documents. 35

39 Printing Document If you need to change the current account before applying tax amount (on account-enabled configurations), see How to Change Accounts on page 40 3Processing Documents If a power cut occurs or if you remove the envelope before imprint printing is completed, the system will alert you of a faulted imprint. We advise you to print the Faulted Imprint Report (see Faulted Imprint Report on page 79) at once, as faulted imprints are not logged in the system. 36

40 3.4 Printing [RCVD] for Documents In this Section This section describes how to use the [RCVD] type of imprint, to: Print the date on incoming documents, and/or Print 'RCVD' on incoming documents. See also To choose the type of imprint to use for each type of document process, (see The different Types of Imprint on page 25). Make sure you have completed the preparation steps mentioned in Preparing and Starting your Work Session on page 27 3 Processing Documents 37

41 How to Process Incoming Documents (Settings) Required settings: 1. Make sure you are on the Home Screen of the [RCVD] type of imprint The type of imprint is indicated at the top of the home screen as illustrated. 3Processing Documents 2. To check or change the type of imprint. Press and type 1 to access the Imprint screen: The type of imprint is indicated on line 2 of the screen. - Press [OK] - Select [RCVD] from the Type of imprint screen. - Press [OK] to confirm. Additionally, you can: - Activate or deactivate printing the date. - Activate or deactivate printing 'RCVD'. - Activate or deactivate printing the text. - Select the option to change and press [OK]. The screen indicates the current status of the options. To select an option on the screen: Highlight the option using the arrow keys and Press to validate your selection. 38

42 3. Press or to return to the Home Screen. You are now ready to print. How to Process Incoming Documents (Running Documents) On the [RCVD] Home Screen: 1. Insert the document into the system, with the side to be printed facing upwards. The Tax Machine applies the selected imprint on the document. 3 Processing Documents 39

43 3.5 Settings Details Changing Accounts 3Processing Documents How to Change Accounts To process documents using another account, change the account as follows (varies with model). To change accounts as User: 1. Either: Press and type select the path: Change account The list of accounts is displayed. 2. Select the desired account with Up and Down arrows then press [OK]. 3. Press to return to the home screen. The current account number is displayed. 40

44 Selecting a Rate Selecting a rate allows the tax machine to calculate the tax amount. The system provides you several ways to select a rate by using: A shortcut list in the form of a scale dashboard in the rate selection screen A wizard that asks you to choose class, destination, format and services in complete lists of options. 3 How to Select a Rate To select a rate: 1. Either: Press Or On the Home Screen, press to select the default rate. Processing Documents Press and select the path: Rate selection The Rate selection screen is displayed. 2. On this screen, you can: - Type a rate number 1 to 7 to select a rate or display rate options. - Press 8 to select the Rate wizard. 3. Follow the instructions on screen and, once you have chosen the rate and services, press [OK] to validate your selection. 41

45 Configuring the Imprint Depending on the current type of imprint, you can modify the elements printed on documents as follows: Selecting a pre-loaded Slogan to the left of the imprint. Selecting a Text to the left of the imprint. 3Processing Documents Navigating in the Imprint Settings When you have selected the type of imprint: Press Press and type 1 to access the configuration menu of the type of imprint. to return to the type of imprint home screen. Adding a Text or an Slogan to the Imprint You can add a Text or a Slogan to the imprint, as illustrated below. Imprint with Text Imprint with Slogan 42

46 How to Add (or Cancel) a Text on the Imprint To select a text: 1. Either: Press and select the path: Imprint 3 2. Select Text and press [OK]. The Select Text screen is displayed. 3. Select the text in the list or select None for printing no text. The icon indicates the current selection. 4. Press [OK] to validate your selection. The Imprint screen is displayed with updated parameters. Processing Documents How to Add (or Cancel) a Slogan on the Imprint To select a slogan: 1. Either: Press and select the path: Imprint 2. Select Slogan and press [OK]. The Select Slogan screen is displayed. 43

47 3. Select the slogan in the list. The icon indicates the current selection. 4. Press [OK] to validate your selection. The Imprint screen is displayed with updated parameters. 3Processing Documents Additional information The supervisor manages the list of the available: Slogans. (See Managing Slogans on page 124 ). Text. (See Managing Custom Text Messages on page 122). Using Job Memories Job Memories allow you to create a preset memory that can include Slogan, Text, Rate, Date mode for the Type of stamp you would like to use. In account-activated configurations, Job Memories allow you assign tax costs to pre-selected accounts. If your mail requires different settings, then the job memories are the solution: all your settings are stored in a single memory. Just press the job memory key instead of multiple keystrokes to select all the required elements. See also To prepare job memories as supervisor, see Job Memories on page

48 How to Use a Job Memory To use a Job memory: 1. Either: Press Or Press and select the path: Job Memories The Job memories list is displayed. 2. Select a job memory in the list. 3. Press [OK] to validate and apply memory parameters. The job memory area (Mem) of the Home Screen displays the current job memory name. 3 Processing Documents 45

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50 4 Money Operations This section describes how you can load and manage money in your Tax Machine to allow tax operations. 4.1 Overview Managing Credit...50 How to Check the Meter Credits...50 How to Add Credit to the Meter Unlocking the Meter...53 How to Unlock the Meter

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52 4.1 Overview The Tax Meter The Meter, located under the system, handles the credit (or money) in your Tax Machine. The Meter performs all necessary operations to comply with the Tax Service standards. To do so, regular connections to the Tax Services are necessary. Managing Credit Check that your Tax Machine is connected to a network (See Connections on page 19) and that the connection is properly configured (see Connection Settings on page 114). As an user, you can carry out the following operations dealing with credit in your tax machine: Check the available credit in the Meter. Add credits to the Meter. The credit operations trigger a connection of the tax machine to Tax Services through an Internet connection. 4 Money Operations Tracking Credit You can generate reports on the use of the credit as all document operations involving tax amount are recorded in the Tax Machine. To generate reports, see Reports on page 69 49

53 4.2 Managing Credit Checking Credit You can check the total amount used and the remaining credit in the Meter at any time, and particularly before documenting sessions, to check that the credits are sufficient to complete your current task. 4Money Operations How to Check the Meter Credits Use the following procedure to display remaining credit. To check the credit in the machine: 1. Either: Press Or Press and select the path: My Credit The Credit menu is displayed. 2. Select the menu path: Credit information. The screen displays the current amounts. 50

54 Adding Credit You can add credit to the Tax Machine by indicating an amount to add. The Tax Machine then connects to the Tax Server and validates the operation. You need a re-credit PIN code to add credit to the tax machine. The code depends on the machine die number. If you do not have this PIN code, please contact your Customer Service. How to Add Credit to the Meter 4 To add credit to the Meter: 1. Either: Press Or Press and select the path: My Credit Money Operations 2. Select Credit. 3. If the system asks for a PIN code, enter the code using the keypad and press [OK]. The Credit screen is displayed. By default, the system proposes the value of the previous crediting operation. 4. Enter the amount to add using the keypad (use C to clear a digit, twice to clear the field). 51

55 5. Press [OK] to start the connection to the Tax Server. If the crediting process is successful, the system displays a successful message. If crediting fails, the system displays a failure message and the value that you may actually add, depending on your credit account balance. In the case of a communication error, the amount previously entered cannot be changed. 4Money Operations 6. You can open the Credit information screen to check the new values (see How to Check the Meter Credits on page 50). 52

56 4.3 Unlocking the Meter Manual Call The Tax server requires your Meter to periodically connect for security regulation. If you have not connected your system after a period your system will automatically be deactivated. If your system is deactivated, you have to perform a connection to the Tax Server to unlock the Meter. How to Unlock the Meter To unlock the Meter and manually connect to the Tax Server: 1. Either: Press Or 4 Money Operations Press and select the path: My Credit 2. Select Audit. The system asks for confirmation. 3. Press [OK] to connect to the Tax Server. If the audit is successful, the system displays a successful message and then, press [OK]. If the audit fails, the system displays a failure message explaining the cause of the error. Try to correct the cause and retry. 53

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58 5 Managing Accounts and Access Rights This section describes how you can manage accounts as supervisor to track the tax amount usage (depends on the model) and/or set access rights to the tax machine. 5.1 Accounting and Access Rights Overview Selecting an 'Account Mode' Guidelines to Setup Account Modes...60 How to Change the Shared PIN Code Selecting an 'Account Mode'...64 How to Display and Change the 'Account Mode' Managing the Accounts...65 How to Create an Account...66 How to View / Edit Account Parameters...67 How to Activate / Deactivate an Account...68 How to Delete an Account

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60 5.1 Accounting and Access Rights Overview Tax Amount Tracking and Access Control Your tax machine allows you to track tax amount by account/department and provides security features to prevent unauthorized use. Track tax amount expenditures: the Accounts function Control user access to the machine with PIN codes: the Access Control function. The Accounts Function Activating the Accounts function in the tax machine is a convenient way to monitor, track and control tax expenses by, for example, associating accounts to departments in your organization or to different companies, if the tax machine is shared. When the Accounts function is activated, the currently selected account is charged each time the user applies tax amount to document. Then you can issue reports on each account usage (for information about reports, see Reports on page 69). Accounts from the User's Perspective If the Accounts function is activated, users of the tax machine must select an account when starting their work session. Afterwards, users can change accounts to allocate tax service expenditures. The supervisor can associate PIN codes to accounts to restrict the usage of the accounts. 5 Managing Accounts and Access Rights 57

61 The Access Control Function 5Managing Accounts and Access Rights As supervisor, you can set the tax machine to ask for a PIN code when a user wakes the machine up to start a session. This allows you to protect the machine and restrict the usage of its credits. The different access control policies you can implement as supervisor are: No PIN code: Free access Unique system PIN code: The users enters the PIN code to access the machine. Account PIN code: The user enter a PIN code to access the account associated with this PIN code. 58

62 5.2 Selecting an 'Account Mode' Introducing the 'Account Modes' In your tax machine, a single 'Account mode' allows you to set up both the Accounts and the Access control functions (see Accounting and Access Rights Overview on page 57). The table below lists the account functional access control for each account mode. Accounting Function No Yes No Access Control Function 'No account' 'Account' Yes 'No account with access control' 'Account with PIN code' 5 Managing Accounts and Access Rights 59

63 5.3 Guidelines to Setup Account Modes See also Selecting an Account Mode on page 64 Setting up 'No account ' The 'No account' mode provides users with free access to the machine (Self-service type). 5Managing Accounts and Access Rights This is the default mode in the machine. Implementing No account Follow the procedure How to Display and Change the Account Mode on page 64. Then, select the 'No account' mode. 'No Account' Management Menu In No account mode: No other setting is necessary for the No account mode. Setting up No account with access control If you want to prevent unauthorized use of the tax machine and do not track accounts, use the No account with access control mode. This provides a single PIN code for all authorized users. 60

64 Implementing No account with access control 1. Follow the procedure How to Display and Change the Account Mode on page 64 and select the 'No account with access control' mode. 2. In the procedure, enter the 4 digit shared PIN code the users will have to enter at log in. No account with access control Management Menu In No Account with access control mode, the menu allows you to change the shared PIN code. 5 How to Change the Shared PIN Code As Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Account Management > Change pin code The Change PIN code screen is displayed. Managing Accounts and Access Rights 2. Enter the new PIN code and press [OK]. 61

65 Setting up 'Account' In the 'Account' mode, users must select an account to process documents. The user can change accounts at any time during document processing. If only one account is available, the Tax Machine automatically selects it at start up. 5Managing Accounts and Access Rights Implementing 'Account' 1. Follow the procedure How to Display and Change the Account Mode on page 64 and select the 'Account' mode. 2. Create accounts as indicated in How to Create an Account on page 66 When you activate the Account mode, the system creates an account by default. Account Mode Management Menu In Account mode, the menu allows you to manage the accounts. See also To add, modify or delete accounts, see Managing the Accounts on page 65 62

66 Setting up 'Account with PIN Code' In the 'Account with PIN code' mode, users must select an account and enter the associated PIN code to process documents. The user can change accounts at any time during document processing. If only one account is available, the Tax Machine automatically selects it at start up. Implementing 'Account with PIN Code' 5 1. Follow the procedure How to Display and Change the Account Mode on page 64 and select the Account with PIN Code mode. 2. Create accounts with PIN codes as indicated in How to Create an Account on page 66. When you activate the 'Account with PIN code' mode, the system creates an account with PIN code '0000' by default. 'Account with PIN Code' Mode Management Menu In Account with PIN code mode, the menu allows you to manage the accounts. You can manage the PIN code of an account in the account management screens. See also To add, edit/modify or delete accounts, see Managing the Accounts on page 65 Managing Accounts and Access Rights 63

67 5.4 Selecting an 'Account Mode' How to Display and Change the 'Account Mode' See also Guidelines to Setup Account Modes on page 60 5Managing Accounts and Access Rights To display and change the Account mode as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: and select the path: Account management > Account Mode Selec- Press tion The Account Mode Selection screen is displayed. In the screen, the current Account mode is selected. 2. Select another Account mode. The system asks for a confirmation. 3. Press [OK] to confirm. 4. If required, enter the PIN code and press [OK]. The Tax Machine confirms that the Account mode has been changed. 64

68 5.5 Managing the Accounts Selecting an Account Mode You can only manage accounts in the mode Account or Account with PIN code. Before creating accounts, see Setting up Account on page 62 The maximum number of accounts you can create depends on the model. Account names must be unique within the system. 5 Account Parameters An account has the following parameters, displayed on the Add account screens: Param. Number Name PIN code Format 30 alphanumeric characters 32 alphanumeric characters 4 numeric characters Description Number of the account. Two accounts cannot have the same number. An account number cannot be modified after the account is created. However, the account can be deleted. Name of the account. Two accounts cannot have the same name. Users have to enter the PIN code to access the account. Only available in mode 'Account with PIN code'. Managing Accounts and Access Rights Status Active / Inactive Only active accounts are visible to users. 65

69 See also Printing the current account list: Account List Report on page 80 Account Management Follow the steps below to create, modify, activate/deactivate or delete accounts. See also Account Parameters on page 65 Creating an account requires the 'Accounts' or 'Accounts with PIN code' mode to be active. See How to Display and Change the Account Mode on page 64 5Managing Accounts and Access Rights How to Create an Account To create an account as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Account management > Manage Account > Account List The Account list screen is displayed. 2. Press [OK] to add a new account. 3. Using the keypad: - Enter account Number and press [OK] - Enter Name and press [OK] - Select the account status (active or inactive) and press [OK]. - Only in mode 'Account with PIN code': type the account PIN code and press [OK]. - The Account creation summary screen is displayed. To type letters instead of figures using the keypad, press the corresponding key several times in a row like a cell phone. (Example : To have N press three times the key 6"). 4. Press [OK] to create the account. 66

70 Editing Accounts Use the procedures below to modify an account name or status. The account number cannot be modified. How to View / Edit Account Parameters To view or edit an account as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: 5 Press and select the path: Account management > Manage Account > Account List The Account list screen is displayed. 2. Select the account (or type its number) and press [OK]. 3. Select : Edit / Modify. The Edit / Modify screen is displayed. 4. Change each parameter using the keypad (use key [C] to clear characters). Press [OK] to display the next parameter. The Account modification summary screen is displayed. 5. Press [OK] to validate the changes. Managing Accounts and Access Rights 67

71 Activating Accounts Deactivated accounts are not visible to users. This function allows you to create accounts in advance and prevent them being used before your account structure is complete. How to Activate / Deactivate an Account 5Managing Accounts and Access Rights To activate or deactivate an account: 1. Perform procedure How to View Edit Account Parameters on page Change the status parameter (the button displays the current status: active or inactive) and press [OK]. 3. On the Account modification summary screen, press [OK] to validate the changes. Deleting Accounts You may need to delete an account. How to Delete an Account To delete an Account: 1. Perform procedure How to View Edit Account Parameters on page On the Account management screen, select > Delete (or type 2) instead of Edit/Modify. A confirmation of account deletion is displayed. 68

72 6 Reports This section explains how you can get and print out reports for the tax machine usage, credit usage, account usage, etc. 6.1 Report Overview Generating Reports...74 How to Generate Reports (User)...74 How to Generate Reports (Supervisor) Tax Meter Data Credit Data Account Data...80 How to Generate the Account List Report System Data...83 How to Generate a IP Configuration Report...86 How to Generate a Proxy Configuration Report

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74 6.1 Report Overview As User or as Supervisor, you can get a range of reports to regularly: View, Print or Store information regarding the Tax machine Usage, Credit usage, Account expenditures, etc. Your Tax Machine also uploads basic data that can be viewed online. Enhanced online expense management reporting can be added as an option (please contact your Customer Service). Reports generally require a beginning Date and an End date. Typically, the reports are available on screen and can be printed out on an envelope, an external USB printer (optional) or saved on a USB memory device. Your Tax Machine allows you to get reports on the activity over the past two years. The table below lists the available reports. List of Reports Output on: L=Label (Or Envelope), S=Screen, P=USB printer (optional), F=USB memory device 6 Reports Advanced Reports are not available on Alpha 1 Report name Daily usage Credit summary Short description TAX VALUE DATA Consumption information (total items and total tax used value) for each day of a selected period. CREDIT DATA Information on the credit usage in the machine (since the installation of the machine). Contents is limited to the history available in the Meter. Output SPF LSP Page Daily Usage Report on page 76 Credit Summary Report on page 77 71

75 Credit History Last refill operations performed on the machine in a selected period. SPF Credit History Report on page 78 Faulted imprint Information on the last faulted imprint. LS Faulted Imprint Report on page 79 ACCOUNT DATA 6Reports Account list Single account List of accounts in the machine (if installed) (supervisor only). Usage on the account for a selected period of time. PF S Account List Report on page 80 Single Account Report on page 81 Multi-accounts Usage on all accounts for a selected period of time. PF Multi Account Report on page 82 SYSTEM DATA Machine configuration Supervisor settings (imprint default data, date advance, tax services, connections, MMI, ink cartridge, etc.) PF Machine Configuration Report on page 83 Base Errors PSD Errors Errors listed for diagnostics with customer service assistance only (supervisor only). Base errors on page 83 Meter errors on page 84 72

76 IP Configuration Report Proxy Configuration Report IP configuration settings Proxy configuration settings IP Configuration Report on page 85 Proxy Configuration Report on page 86 6 Reports 73

77 6.2 Generating Reports Generating a report requires to select the desired report and how you want to display or record the report on: Screen. An envelope (or label). An external printer (if installed). A USB memory device. Follow the procedures below as user or as supervisor. How to Generate Reports (User) 6Reports To generate a report as a User: 1. Either: Press and select the path: Reports 2. A list of available report types is displayed. 3. Select the report type and press [OK]. 4. Depending on the report type, the system may ask for parameters such as: - Period of time targeted (begin date, end date) - Desired account, etc. - Select or type the required parameters and press [OK]. - The Output selection screen is displayed. Output selection varies according to the report selected. 5. Select an available output device and press [OK]. The system sends the report details to the selected output. When displaying a report on screen, use the arrow keys and to display the different pages of the report. 74

78 How to Generate Reports (Supervisor) To generate a report as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Reports 2. Resume with the steps in How to Generate Reports (User) on page Reports 75

79 6.3 Tax Meter Data Daily Usage Report This report displays, for each day of the selected period, usage data (total items and total tax used value). 6Reports Requirements You have to specify the period for the report (Begin date and End date). Outputs Default period: - Begin = 1st day of the current month. - End = current day. When you specify the Begin date, the End date field is filled with a proposed value: Begin date + 31 days. You can specify another End date, but the maximum is Begin date + 31 days. Screen. External printer (if installed). USB memory device. Fields Die number Comments On printed report only For each day in the period: Day number. Number of items processed (zero and non-zero). Total tax used value for this day. See also Generating Reports on page 74 76

80 6.4 Credit Data Credit Summary Report This report displays information on credit usage since the machine has been installed (content is limited to the history available in the Meter). Outputs Screen. Label or envelope. External printer (if installed). Fields Comments 6 Current date and time Meter status Die number Credit used (ascending) Credit available (descending) Control total Non zero items Zero Items Total items Printed report only. Printed report only. Printed report only. Total tax value printed by the machine. Tax value available for printing on the machine. Total credits downloaded into the machine. Must be equal to ascending + descending. Total number of normal items. Total number of zero items. Total number of zero + non-zero items. Reports See also Generating Reports on page 74 77

81 Credit History Report This report displays the last credit refill operations performed on the machine in a selected period. Requirements For this report, you have to be logged in as a supervisor. Outputs Screen External printer (if installed) USB memory device. 6Reports Fields Period Default period: Begin = Current date - 6 months End= Current date Die number For each credit download performed: Download date & time Credit amount New credit Comments On printed report only Represents the new total amount available in the machine. See also Generating Reports on page 74 78

82 Faulted Imprint Report This report summarizes information on the last faulted imprint. A faulted imprint has a value counted by the system but is partially or not printed at all. A faulted imprint can arise for example at a power cut or when you remove the envelope from the system before printing is finished. The Faulted Imprint Report allows you to keep a trace of the incident. To keep track of a faulted imprint, you need to print the report when it occurs as faulted imprints are not logged. 6 Requirements After a power cut or during printing, the tax machine automatically suggests you to display or print this report if a faulted imprint occurred. To generate this report manually, you have to be logged in as a user. Reports Outputs Screen. Label. Fields Amount Objects Object category Authentication code Regate code Franking date Comments Amount debited on the PSD when a power cut occurs or when you remove the envelope before imprint printing is completed. Value of the item counter when the incident occurred. N/A N/A Solicitors Office Number Date of the faulted imprint See also Generating Reports on page 74 79

83 6.5 Account Data Account List Report This report displays the list of accounts in the machine. Requirements The current access control mode has to be Account or Account with PIN code (See Managing Accounts and Access Rights on page 55) You have to be logged in as supervisor. 6Reports Outputs Data External printer (if installed) USB memory device. For each account: Account number. Account name. Status. How to Generate the Account List Report To generate the report: 1. As supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Account management > Manage Account > Account report 2. Select an Output and then press [OK]. 80

84 Single Account Report This report displays the expenditures of one account over a selected period of time. You can select any account from the list. The default period of time is: Begin = 1st day of the current month End = Current date. Requirements The current account mode has to be 'Accounts' or 'Accounts with PIN code' (see Managing Accounts and Access Rights on page 55). Outputs Screen. (For other outputs, see Multi Account Report on page 82). 6 Fields Period Die number Account number Account name Number of items processed (zero + non-zero items) Total tax value Comments Report on screen only. Reports See also Generating Reports on page

85 Multi Account Report This report displays expenditures for all the accounts over a selected time period, sorted by ascending account number. The report displays all the accounts in 'active' status, and accounts 'inactive' or 'deleted' with a tax value. 6Reports Requirements The current account mode has to be 'Accounts' or 'Accounts with PIN code' (see Managing Accounts and Access Rights on page 55). You have to specify the period for the report (Begin and End dates). Outputs Default period: - Begin = 1st day of current month - End = current date USB printer (if installed). USB memory device. Fields Period Comments Die number On printed report only. For each account: Account Number Account name Number of items processed (zero + non-zero items) Total tax value. If, in the period, some items were printed using a mode without accounts (default account), these items appear in the report under the name: 'Others' and 'No account'. See also Generating Reports on page 74 82

86 6.6 System Data Machine Configuration Report This report displays all supervisor settings. Requirements To generate this report, you have to be logged in as the supervisor. Outputs: External printer (if installed) USB memory device. 6 Fields Imprint default settings Date advance parameters Credits settings (High value, Low credits) Connections settings (phone numbers) System settings including, for example: MMI settings (language, default home screen, sleep mode time-out, backlight) Connection settings. Reports See also Generating Reports on page 74 Base errors This report displays the list of errors encountered on the tax machine and related to the base. Requirements To generate this report, you have to be logged in as the supervisor. Outputs: Screen USB Printer (optional) USB Key 83

87 If you use screen to see this report: Scroll the errors using the arrow keys and. Press if you want to go back to the selection of the output. Fields Code Date Comment Reference code of the base error: BAS-XX-YYY (XX is a 2 digit number, YYY is a 3 digit number) Date when error occurred 6Reports Cycles Number of imprints when this error occurred. See also Generating Reports on page 74 Meter errors This report displays the list of errors encountered on the tax machine and related to the meter. Requirements To generate this report, you have to be logged in as the supervisor. Outputs: Screen USB Printer (optional) USB Key 84

88 If you use screen to see this report: Scroll the errors using the arrow keys and. Press if you want to go back to the selection of the output. Fields Code Date Cycles Comments Reference code of the meter error: PSD-XX-YYY (XX is a 2 digit number, YYY is a 3 digit number) Date when error occured Number of imprints when this error occured. 6 See also Generating Reports on page 74 IP Configuration Report Reports Requirements To generate this report, you must be logged in as supervisor. Output The IP Configuration Report outputs are: Screen USB printer USB memory device 85

89 How to Generate a IP Configuration Report To generate a IP Configuration Report: 1. See Generating Reports on page 74 Proxy Configuration Report 6Reports Requirements To generate this report, you must be logged in as a supervisor. Output The Proxy Configuration report output is: Label How to Generate a Proxy Configuration Report To generate a Proxy Configuration Report: 1. See Generating Reports on page 74 86

90 7 Online Services Online Services for your tax machine allows you to very easily achieve tasks such as updating optional features. 7.1 Online Services Overview Connecting to Online Services...90 How to Call Online Services Manually (as a User)...90 How to Call Online Services Manually (as Supervisor)...91 How to Test the Connection to Online Services

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92 7.1 Online Services Overview The Online Services simplify the use and the update of your tax machine. Online Services features and capabilities include: Online reporting (optional): The usage of your machine is available from your personal, secure web account, simplifying tracking and reporting of your tax expenses. Remote diagnostics and technical support: experienced technical professionals analyze your tax machine's error logs, diagnose your tax machine before an on-site service visit and your system software can be updated remotely, reducing service delays. Rate Updates: Maintain current rates with automatic, electronic, convenient downloads into your tax machine (see Options and Updates on page 117). Slogan download: Order a new slogan and get it downloaded via Online Services server directly to your tax machine. Your Tax Machine connects to Online Services server via the same network connection you use to add credit to your meter. 7 All connections are secure, and data is maintained under strict privacy policies. Online Services 89

93 7.2 Connecting to Online Services Automatic calls 7Online Services To fully benefit from the convenience and power of Online Services, your tax machine should permanently be connected to a network connection so that it can link to the Online Server automatically whenever required. For the use of some services, some automatic calls are scheduled to upload corresponding data. For the Reports service, the tax machine automatically connects at the end of each month to upload accounting and category statistics. For the Ink Management service, the tax machine automatically connects when it s time to re-order ink supplies. Manual Calls It is strongly recommended that you leave the tax machine turned on, in 'Sleep mode', and connected to a network during the night, to allow the connection to the Online Server to occur automatically. Manual calls allow you to connect to the Online Server in order to retrieve new information (update slogans or messages) or to enable features and options (number of accounts...). You can trigger a call to the Online Services server from the user menu as well as from the supervisor menu. How to Call Online Services Manually (as a User) To trigger a generic call as a User: 1. Either: Press and select the path: Online Services > Generic call The Tax Machine connects to the server and downloads the available elements (slogans). 90

94 How to Call Online Services Manually (as Supervisor) To trigger a generic call as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Online Services > Generic call The Tax Machine connects to the server and downloads the available elements (slogans). Synchronizing Call 7 This type of call is only for executing a request from Customer Service. This call updates the automatic call schedule of the machine and the options (see Options and Updates on page 117). Testing the Connection to Online Services You may test the connection to the Online Services server via the commands in the Online Services menu: Ping server Establishes a connection and checks whether the server answers to a 'ping' command. This test: - Validates connection parameters (see Connection Settings on page 113) - Indicates that the LAN is functional - Indicates that the server can be contacted Test server Establishes a connection and tests the communication dialog with the server. This test indicates that transactions can be held normally. Online Services Test server is a bandwidth test and should only be undertaken after a request from Customer Service. 91

95 How to Test the Connection to Online Services To ping the server logged as User: 1. Either: Press and select the path: Online Services > Ping server 2. Logged as Supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Online Services > Ping server 7Online Services To test the server logged as User: 1. Either: Press and select the path: Online Services > Test server 2. Logged as Supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Online Services > Test server The call process starts and displays its sequence of operations on the screen. 92

96 8 Configuring your Tax Machine This section describes the general settings you can apply to your tax machine. Some of them can be managed directly by all users whereas most of them require access as supervisor. 8.1 Settings Overview Logging in / out as the Supervisor...96 How to Log in as Supervisor...96 How to Exit the Supervisor Mode Changing the Display Language...98 How to Change the Display Language...98 How to Change the Display Language by Default Adjusting the Display Contrast How to Adjust the Display Contrast How to Change the Display Contrast by Default System Time-outs How to Change the 'Sleep time-out' (User) How to Change the 'Soft off time-out' (User) How to Change the 'Sleep time-out' (Supervisor) How to Change the 'Soft off time-out' (Supervisor) Credit Warnings How to Set the High-Value Warning Amount How to Set the Low-Credit Threshold Imprint Default Settings How to Change the Default Text How to Change the Default Slogan How to Change the Default Rate How to Set the Automatic Date Advance Time Job Memories How to Create a Job Memory How to Edit / Modify a Job Memory

97 How to Delete a Job Memory Connection Settings How to Select a Connection How to Set LAN (High-speed Internet) Parameters Time and Date Management How to Check the Machine Time and Date

98 8.1 Settings Overview This section describes two types of settings: User settings, that only last as long as the user who applies them is logged in. Supervisor settings, sets the default or permanent characteristics of your Tax Machine. Other user settings are described in the corresponding sections: Processing Documents on page 23, Maintaining your Tax Machine on page 129, etc. User Settings The user settings described in the sections below are: Setting the display language Adjusting the screen contrast. 8 Supervisor Settings The tax machine has one supervisor PIN code that allows you to configure the documenting functions and perform other functions such as managing accounts and access rights, generating certain reports, etc. The Supervisor PIN code of the system has been provided to your organization in a separate distribution. The supervisor settings allow you to: Change the default user settings Modify system sleep modes time-outs Set credit warnings (low credit) Design a default imprint (slogan, text) Enter connection parameters. Configuring your Tax Machine 95

99 8.2 Logging in / out as the Supervisor You need to be logged in as supervisor to configure the tax machine and perform functions such as managing accounts and access rights, generating certain reports, etc. When you are logged in as supervisor, only the supervisor menu is available. Printing tax amount is not possible while logged-in as supervisor. How to Log in as Supervisor To log in as Supervisor when you are already logged as User: 1. Either: Press and select the path: Supervisor 8Configuring your Tax Machine The Login screen is displayed. 2. Type the supervisor PIN code and press [OK]. The supervisor Main menu is displayed. You can log in as supervisor by directly typing the supervisor PIN code, in place of a regular user PIN code, on the systems that ask for a PIN code at start-up. Exiting the Supervisor Mode Follow the procedure below to exit the supervisor mode. This is necessary to return to the user mode. 96

100 How to Exit the Supervisor Mode To exit the Supervisor mode: 1. You need to: Press. The machine goes to 'Sleep mode' and supervisor is logged out. 8 Configuring your Tax Machine 97

101 8.3 Changing the Display Language You can choose a language among those available in the Tax Machine for your session (3 languages maximum). How to Change the Display Language To change the current display language logged as User: 1. Either: Press and select the path: Preferences > Language 8Configuring your Tax Machine 2. Select the language you want to use. 3. Press [OK] to validate. This is a user setting that only lasts as long as you are logged in. The standby mode will delete this setting. Setting Default Display Language To set a display language which will be applied to all user sessions, you can set the default display language. 98

102 How to Change the Display Language by Default To change the User language by default logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings > Default user preferences > Language 2. Select the default language. 3. Press [OK] to validate. 8 Configuring your Tax Machine 99

103 8.4 Adjusting the Display Contrast You can adjust the contrast of the display for bright or dark working environments. How to Adjust the Display Contrast To adjust the display contrast logged as User: 1. Either: Press and select the path: Preferences > Contrast 2. Use the or to increase or decrease the contrast. The screen updates immediately. 8Configuring your Tax Machine 3. Press to exit. This is a user setting that only lasts as long as you are logged in. Setting the Default Display Contrast To set a display contrast which will be applied to all user sessions, you can set the default display contrast. 100

104 How to Change the Display Contrast by Default To change the display contrast by default logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings > Default user preferences > Contrast 2. Use the or button to increase or decrease the contrast. The screen updates to the new setting. 3. Press to exit. 8 Configuring your Tax Machine 101

105 8.5 System Time-outs As User or Supervisor, you can change the following system time-outs: 'Sleep time-out': Period of inactivity after which the machine automatically turns to 'Sleep mode'. 'Soft off time-out': Period of inactivity after which the machine automatically turns to 'Soft off mode'. These modes are described in section Power Management on page 21 How to Change the 'Sleep time-out' (User) To change the Sleep time-out logged as User: 1. Either: 8Configuring your Tax Machine Press and select the path: Batch settings> Time out Settings > Sleep timeout The Sleep time-out screen is displayed. 2. Enter the new value of the 'sleep time-out'. 3. Press [OK] to validate. The Timeout settings screen is displayed. 102

106 How to Change the 'Soft off time-out' (User) To change the Soft off time-out logged as User: 1. Either: Press timeout and select the path: Batch settings> Time out Settings > Soft off The Soft off time-out screen is displayed. 2. Enter the new value of the 'Soft off time-out'. 3. Press [OK] to validate. The Timeout settings screen is displayed. How to Change the 'Sleep time-out' (Supervisor) To change the Sleep time-out logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings > Time out Settings > Sleep timeout The Sleep time-out screen is displayed. 8 Configuring your Tax Machine 103

107 2. Enter the new value of the sleep time-out. 3. Press [OK] to validate. The Timeout settings screen is displayed. How to Change the 'Soft off time-out' (Supervisor) To change the Soft off time-outs logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings > Time out Settings > Soft off timeout 8Configuring your Tax Machine The Soft off time-out screen is displayed. 2. Enter the new value of the soft off time-out. 3. Press [OK] to validate. The Timeout settings screen is displayed. 104

108 8.6 Credit Warnings Possible type of Credit Warning: Low credit threshold. The Tax Machine warns you that credits remaining in the Meter are getting low (low-credits threshold). High-value warning amount. Your Tax Machine can warn you that the tax amount that you have typed is higher than a preset value. This high-amount warning prevents you from accidentally printing high tax amounts. High-Value Warning Amount How to Set the High-Value Warning Amount To set a high-value warning amount logged as Supervisor (See How to Log in as Supervisor on page 96 ): 1. Either: Press and select the path: Default user settings Base settings High value 2. Enter the high-value warning amount Or If you want to disable the warning function, press [C] and enter 0 as amount. 3. Press [OK] to validate. 8 Configuring your Tax Machine 105

109 Low credit threshold How to Set the Low-Credit Threshold To set a low-credit threshold logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings Credit settings Low credit threshold 8Configuring your Tax Machine 2. Enter the low-credit warning amount Or If you want to disable the warning function, press [C] and enter 0 as amount 3. Press [OK] to validate. 106

110 8.7 Imprint Default Settings The settings of the imprint 'by default' (applied to all user sessions) include: Imprint default settings: Slogan, Text Imprint Default Settings You can set default parameters for the imprint element that follow: Slogan Text Rate On list screens, a mark indicates the default parameter. How to Change the Default Text 8 To change the default text logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings > Default imprint parameters > Default Text Selection 2. Select the default text from the list 3. Press [OK] to validate. See also Managing Custom Text Messages on page 122 Configuring your Tax Machine 107

111 How to Change the Default Slogan To change the default slogan logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings > Default imprint parameters > Default Slogan Selection 2. Select the default slogan from the list 3. Press [OK] to validate. See also Managing Slogans on page 124 8Configuring your Tax Machine How to Change the Default Rate To change the default rate logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Default user settings > Default imprint parameters > Default rate 2. The following message is displayed: To default a rate, press [OK]. Press [OK] to accept. 3. Select the default rate using the rate wizard. 4. Press [OK] to validate. See also Managing Rates on page

112 Automatic Date Advance The Automatic Date Advance function automatically changes the date printed on mail pieces at a preset time to the next 'working day' date. Example: You can set the system to change dates at 17:00 hours and set Saturdays and Sundays to be non-working days. From Friday 17:00 hours to Sunday 23:59, the system will print Monday's date on the envelopes, after a confirmation message to the user. How to Set the Automatic Date Advance Time To set the auto date advance time and days: 1. As supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Default user settings > Default imprint parameters > Automatic date advance 8 The Automatic date advance screen is displayed. 2. Select ON and press [OK] to enable the Auto Date Advance function. 3. On the first screen, type 2, enter the Automatic Date Advance time (00:00 hours is not allowed) and press [OK.] 4. On the next screen type 3 following by the day number on the keypad to select/deselect each day, and then press [OK]. 5. Press to exit. Configuring your Tax Machine 109

113 8.8 Job Memories The Job Memories are presets for your stamp types. As a user, you can quickly recall a saved setting to simplify operation and save time. As supervisor, you can create, edit/modify or delete a Job Memory. Each Job Memory is identified by a name and a number. The system displays on the home screen the name of the current Job Memory. Normal Stamp Job Memory The table below gives the content of a [Normal] stamp job memory. Imprint settings Slogan Rate 8Configuring your Tax Machine Account setting Managing Job Memories Account number if any 110

114 How to Create a Job Memory To create a job memory: 1. As supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Job Memory Management The current list of job memories is displayed in the Job memories screen. 2. Select a line named None in the list. 3. Press [OK] to create a new job memory. 4. Enter the name of the new job memory, then press [OK]. 5. Enter the preferences, press [OK] to validate and display the next list of parameters, if any. 6. Repeat the previous step until the system displays the name of the new job memory in the list. 7. You can modify any preference by using the Edit/Del function (see How to Edit Modify a Job Memory on page 111) How to Edit / Modify a Job Memory To edit or modify a job memory: 1. As supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Job Memory Management 2. Select a job memory from the list displayed on the screen. 3. Press [OK] to validate. 4. Select the menu path Edit The Job memory modification screen is displayed. 5. Use the arrows to select the preferences, then press [OK] to modify the parameters. 8 Configuring your Tax Machine 6. Press to exit. 111

115 How to Delete a Job Memory To delete a job memory: 1. As supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Job Memory Management 2. Select a job memory from the list of saved job memories. 3. Press [OK] to validate. 4. Select the menu path Delete. 5. Press [OK] to confirm to delete the job memory. 8Configuring your Tax Machine 112

116 8.9 Connection Settings Connection to the Tax Online Services To add credit or access Online Services, the Tax Machine can use the following connections: An Internet access through a high-speed Internet Connection (e.g. DSL, Cable Broadband). First use the procedure below to select a connection, then configure the connection. LAN settings can only be performed if the machine was actually connected to the LAN at power-up. See also To physically connect the USB adaptor to the system, see Connections on page 19 How to Select a Connection To select the connection logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Communication settings > Postal access The Postal Access screen is displayed. 8 Configuring your Tax Machine If you did not have the LAN plugged into the system, you will get a warning message. Please follow the message: check your communication cable or device and press OK. 113

117 2. To use the LAN, select LAN and press [Ok]. 3. For further settings, see: For LAN: How to Set LAN High-speed Internet Parameters on page 114 Connection Settings See also To physically connect the LAN to the system, see Connections on page 19 LAN Settings LAN settings can only be performed if the machine is connected to the LAN at power-up. 8Configuring your Tax Machine When the LAN connectivity is activated, the machine can connect to the server via a LAN connection. How to Set LAN (High-speed Internet) Parameters To set the parameters of the LAN logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Communication settings > LAN settings The LAN configuration menu is displayed. 2. Select Auto to automatically configure the LAN (recommended). Otherwise, select Manual to set parameters manually. 3. Press [OK] four times for a standard LAN configuration. 114

118 8.10 Time and Date Management Time and Date Checking The time and date are required for tax amount and are provided by the tax services authorities. As a result, you cannot manually adjust the machine time and date. However, you can ask the machine to check the current time and date and display them. To check the time and date, make sure the connection to the Tax Services is available. See How to Select a Connection on page 113 How to Check the Machine Time and Date To check the current time and date as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Date and Time 2. Select Audit call to adjust the time. See Manual Call on page Configuring your Tax Machine 115

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120 9 Options and Updates This section describes how you can upgrade your system by adding optional functions and elements of imprint such as latest slogans. 9.1 Options and Updates Process How to Access the Options and Updates Menu Managing Options How to Display the Options How to Load New Options Managing Custom Text Messages How to Display the List of Text Messages How to Add a New Text Message How to Modify or Delete a Text Message Managing Slogans How to Display the List of Slogans How to Modify or Delete a Slogan How to Download New Slogans Managing Rates How to Check the Rate Updates How to Download New Rates

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122 9.1 Options and Updates Process You can update your tax machine by: Adding new options, such as increasing the maximum number of accounts Downloading custom Slogans Updating Rates To update your tax machine's operating system, see Online Services on page 87 The operations above are available through the supervisor menu Options and Updates. How to Access the Options and Updates Menu To access to the Options and Updates Menu logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: 9 Press and select the path: Options and Updates The Options and Updates menu is displayed. Options and Updates 119

123 9.2 Managing Options Consulting the Option List The option list includes the options actually loaded into your tax machine and indicates the options that are activated. You can also display details for each option. For more information about the options you can add to your Tax Machine, please contact customer service. How to Display the Options 9Options and Updates To display the option list logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Options and Updates > Options list The Options list screen is displayed. 2. To display the details of an option, select the option and press [OK]. 120

124 Activating New Options Process for Activating Options You can activate new options by connecting the tax machine to Online Services server. New available options are automatically downloaded into your tax machine and activated. Contact customer service to have new options ready for downloading on the Online Services server. How to Load New Options To activate an option that is ready for downloading on the Online Services server: 1. Check that your Tax Machine is connected to a network (see Connections on page 19). Also verify that the connection is properly configured (See Connection Settings on page 114). 2. Select Check for updates. It will trigger a generic call to the Online Services server. See Manual Calls on page After the call, you can display installed options. See How to Display the Options on page Options and Updates 121

125 9.3 Managing Custom Text Messages You can enhance your mail and increase the openability of your mail by adding custom text messages to the left of the imprint. As supervisor, you can: Add custom text messages (and create a name for menu selection) Edit / modify messages Delete existing text messages Activate a default text message (this setting is described in How to Change the Default Text on page 107). The List of Custom Text Messages The list of text displays the messages you have created and indicates with a check mark the default text, if any. 9Options and Updates How to Display the List of Text Messages To display the list of text logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Options and Updates > Text settings The list of text is displayed in the Text management screen. 122

126 Editing Text Use the procedures below to create, modify or delete texts. How to Add a New Text Message To add a new message: 1. Display the list of text. See How to Display the List of Text Messages on page Select Create a text. 3. Enter your text (max. 4 lines). For more information on how you can type different characters, see Control Panel Features on page Press [OK] to validate. 5. Enter the name to be displayed on the menu for users, then press [OK]. 9 How to Modify or Delete a Text Message To modify or delete text: 1. Display the list of text. See How to Display the List of Text Messages on page Select a message and press [OK]. The Text setting screen is displayed. To edit the content of the message or its name: 1. Select Edit. 2. You can change the text message and press [OK] to display the next screen (Use [C] key to clear characters). 3. You can change the text name and press [OK] to validate. The system updates the message. Options and Updates To delete a message: 1. Select Delete. Selected text is displayed. 2. Press [OK] to confirm deletion. The system updates the message list. 123

127 9.4 Managing Slogans The Slogans are graphical images you can add on the left hand side of the imprint on documents. As supervisor, you can: Display the slogan list Rename or delete slogans Download new slogans. The available slogans are automatically downloaded into your tax machine by connecting the tax machine to the Online Services server as a user. See How to Load New Options on page 121 See also Selecting a slogan to print: How to Add or Cancel a Slogan on the Imprint on page 43 9Options and Updates Displaying the List of Slogans The list of slogans includes the slogans that are installed in the tax machine and indicates with a check mark See also the activated default slogan. How to Change the Default Slogan on page 108 How to Display the List of Slogans To display the list of slogans logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Option and Updates > Update Slogan The list of slogans is displayed in the Slogan Management screen. 124

128 Modifying the List of Slogans The procedure below allows you to change the menu name of a slogan or to delete a slogan from the list. How to Modify or Delete a Slogan To modify or delete a slogan: 1. Display the list of slogans (see How to Display the List of Slogans on page 124). 2. Select the slogan and press [OK]. The Slogan Setting menu is displayed. To change the name of the slogan: 1. Select Edit. 2. Change the slogan name using the keypad and press [OK]. The system updates the slogan list. To delete the slogan: 1. Select Delete. The system asks for a confirmation. 2. Press [OK] to confirm deletion. The system updates the slogan list. 9 Options and Updates 125

129 Downloading New Slogans The procedure below allows you to download new slogans. How to Download New Slogans To download new slogans: 1. Display the list of slogans (see How to Display the List of Slogans on page 124). 2. Select Check for updates and press [OK]. The Tax Machine connects to the Online Services server and downloads available slogans. 9Options and Updates 126

130 9.5 Managing Rates Your tax machine uses rate tables to calculate tax amounts. As supervisor, you can: Display the list of rate tables and see which table the system is currently using Download new rate tables. The newly available rate tables are automatically downloaded into your tax machine by connecting the tax machine to the Online Services server as a user. See How to Load New Options on page 121. See also Options and Updates on page 117 Displaying the List of Rate Tables The list of rate tables displays the rate tables that are installed in the tax machine and indicates with a check mark the active rate table. 9 Rate tables automatically become active on their effective date. How to Check the Rate Updates To display the list of rate tables logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Options and Updates Press and select the path: Options and Updates > Rate management The list of rate tables is displayed in the Rate management screen. The tables are identified by the rate effective date. 127

131 Displaying the List of Rate Tables The list of rate tables displays the rate tables that are installed in the tax machine and indicates with a check mark the active rate table. Rate tables automatically become active on their effective date. How to Download New Rates 9Options and Updates To download new rates: 1. Display the list of rate tables (see How to Check the Rate Updates on page 127 ). 2. Select Check for updates and press [OK]. The Tax Machine connects to the Online Services server and downloads available rates. 128

132 10 Maintaining your Tax Machine This section contains important information about the maintenance of your tax machine in order to keep it in good condition Maintaining the Ink Cartridge How to Display Ink Level and Cartridge Data How to Display Ink Level and Cartridge Data How to Align the Print Heads How to Clean the Printing Head Automatically (as a User) How to Clean the Printing Head Automatically (as Supervisor) How to Clean the Printing Head Manually How to Change the Ink Cartridge Maintenance Processes How to Update your Registration

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134 10.1 Maintaining the Ink Cartridge About the Ink Cartridge The ink cartridge for printing is located in the tax machine and contains ink that has been tested and approved by the tax service. The ink cartridge uses ink jet technology. It requires the print head nozzles to be cleaned regularly to provide a good printing quality. The system performs cleaning automatically or on your request. You can also clean the head manually if the automatic cleaning is not sufficient. The ink cartridge printing head has to be mechanically 'aligned'. An alignment process is provided Aligning the Printing Head on page 134 When there is no more ink in the cartridge, you have to change the cartridge as indicated Changing the Ink Cartridge on page 137 If you observe poor printing quality (streaked, too light, blurred, etc.), see Cleaning the Printing Head on page Ink Cartridge Maintenance This section explains how to: Check the ink level in the cartridge to make sure you will not be short of ink. Align the print heads. Do an automatic cleaning of the print heads. Clean the print heads manually. Change the ink cartridge. The term 'Print Headset' is also used to refer to the ink cartridge. Maintaining your Tax Machine 131

135 Displaying Ink Level and Cartridge Data You can display the ink level and other cartridge data, such as: Ink consumed in percent. Ink color. Cartridge status (present or not present). First used date. Also check the Best before date on the cartridge box. After this date, the cartridge warranty is void. How to Display Ink Level and Cartridge Data 10 To display the ink cartridge data logged as User: 1. Either: Press and select the path: Ink Cartridge > Ink information Maintaining your Tax Machine The Ink information screen is displayed. 132

136 How to Display Ink Level and Cartridge Data To display the Ink Level and the Cartridge Data logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Maintenance > Ink Cartridge> Ink information The Ink information screen is displayed. 10 Maintaining your Tax Machine 133

137 Aligning the Printing Head Align the printing head if there is a gap between the top and the bottom of the imprints. The machine requires you to align the printing head after each cartridge change. How to Align the Print Heads 10 To align the print heads logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press alignment and select the path: Maintenance > Ink Cartridge > Headset Maintaining your Tax Machine The following screen is displayed: 134

138 2. Insert a piece of paper in the mail path. The system prints a test pattern. The headset alignment screen is displayed. 3. Observe the pattern and use the Up / Down keys to select the letter that corresponds to the straightest and complete vertical line (here F). 4. Press [OK] to validate. 5. Press to go back to the ink cartridge menu after alignment is completed. 10 Cleaning the Printing Head If the printing on envelopes or labels looks unclear or dirty in some way, clean the printing head to restore the head condition. If the printing head has to be cleaned too often, change the automatic cleaning interval as indicated. How to Clean the Printing Head Automatically (as a User) To clean the printing head automatically logged as User: 1. Either: Press and select the path: Cartridge Cleaning Process The cleaning starts automatically. Maintaining your Tax Machine 135

139 How to Clean the Printing Head Automatically (as Supervisor) To clean the printing head automatically logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Maintenance > Cartridge > Cleaning Process The cleaning starts automatically. Manual Cleaning If automatic cleaning is not sufficient, you can clean the printing head manually. 10 How to Clean the Printing Head Manually Maintaining your Tax Machine To clean the printing head manually: 1. Open the cover. 2. Remove the ink cartridge (See How to Change the Ink Cartridge on page 137 ). 3. Clean the head with a soft damp cloth. 4. Put the cartridge back in place. 5. Close the cover. 136

140 Changing the Ink Cartridge Power supply must be plugged in to move the ink cartridge to the 'replacement' position. How to Change the Ink Cartridge To change the Ink cartridge logged as User: 1. Either: Press and select the path: Cartridge > Headset replacement To change the Ink cartridge logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: 10 and select the path: Maintenance > Cartridge > Headset replace- Press ment The cartridge moves to the 'replacement' position, and the following message is displayed: Maintaining your Tax Machine 137

141 2. Open the cover, by pulling it towards you from the top left. 3. Pull on the left side of the blue lever, to unlock the cartridge. 4. Pull the cartridge towards you to disengage it. 10 Maintaining your Tax Machine 5. Remove the protective strips from the new ink cartridge. 138

142 6. Put the blue lever back into place. 7. Insert the new ink cartridge, and then push it forward until it stops. 8. Close the cover. 9. Press [OK] to validate. 10 Maintaining your Tax Machine 139

143 10.2 Maintenance Processes These processes are only to be completed on request from by Customer Service. Logged as Supervisor (See How to Log in as Supervisor on page 96): Press and select the path: Maintenance > Processes Disable base - Disable base from service. - Prepare base for removal by saving data on USB key. 2. Withdraw a PSD - Remove PSD from service. - Requires a password from Customer Services to perform. 3. Update registration - This procedure is used if you have changed your address. - Contact your Customer Service to change your information then you will be instructed to perform the update registration procedure. Maintaining your Tax Machine 140

144 Changing Address: Update your Registration The procedure below allows you to update your tax service registration after an address change. First contact your Customer Service to update your details and enable the update registration procedure described below. Completing this procedure requires your machine to be connected to the Internet (see Connections on page 19). How to Update your Registration To update your registration logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Maintenance > Processes 10 A confirmation message is displayed. 2. Press [OK]. 3. Select Update registration 4. Press [OK] to start the connection to tax services. 5. Press after the call is completed. Maintaining your Tax Machine 141

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146 11 Troubleshooting This section helps you solve problems you may encounter while using your tax machine Diagnostics and System Data How to Access the Diagnostic Function How to Display the Software Data How to Display Hardware Data How to Display the Error Lists How to Display the Machine Counters

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148 11.1 Diagnostics and System Data Diagnostics This section allows you to find the cause of an issue or breakdown of the machine, under the supervision of your customer service. The machine performs self-tests to diagnose the system and generates corresponding reports. As Supervisor, you can gain access to the diagnostics that follow. No. Diagnostic Comments 1 Ping server Sends a message to a server (if connected) to check the line. 2 Base sensors Reports the status ([0] or [1]) of the sensor below: Document inserted sensor 3 Display The screen displays, successively, a black bar without text, then a text. 4 Keypad For any key, displays Key and the name of the key if the test is correct eg: Key USB Port Checks USB ports Serial connectors Ping tool IP configuration Checker IP Configuration Checks COM port(s). Checks Lan address. Checks Lan connection. Checks connection settings. Troubleshooting 145

149 How to Access the Diagnostic Function To gain access to the diagnostic function logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Maintenance > Diagnostics The system requires you press [OK] to start the diagnostic tests, then displays the list of the tests. 2. Select a test from the list. System Data 11 As supervisor, you can display data about: Software (Meter#, Loader, OS, PACK, XNDF DATA, language, variant). Hardware (machine) (P/N of the base and the Meter). Events occurred in the machine (Base errors, Meter events and server connection history). Machine counters. Troubleshooting How to Display the Software Data To display the Software Data logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: and select the path: Maintenance > System Info > Software inform- Press ation 2. The system displays the data about the software. 146

150 How to Display Hardware Data To display hardware data logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: and select the path: Maintenance > System Info > Hardware in- Press formation 2. The system displays the data about the hardware. How to Display the Error Lists To display the error lists logged as Supervisor (See How to Log in as Supervisor on page 96 ): 1. Either: Press and select the path: Maintenance > System Info > Event lists Select the > Base Events or Select the> PSD Events or Select > Server Connection History. 3. Press [OK] to validate. 4. Select an output : Screen, USB printer (if installed), USB key, then press [OK]. The system displays the errors, the most recent first. 5. Scroll with the arrows to find the error you are looking for. For Base and PSD Errors, displayed items are: - The Code of the error. - The Date when the error happened. - The Cycles count when the error occurred. Troubleshooting For Server Connection History, displayed items are: - The Date. - The Information. 6. Note the Code and refer to your customer service. 147

151 How to Display the Machine Counters To display the data of the machine counters logged as Supervisor (See How to Log in as Supervisor on page 96): 1. Either: Press and select the path: Maintenance > System Info > Counters 2. The system displays the data of the machine counters. 11 Troubleshooting 148

152 12 Specifications This sections contains the main specifications of your tax machine Document Specifications General Specifications

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154 12.1 Document Specifications Envelope Basic Characteristics Envelope Dimensions Your Tax Machine can handle envelope & flap sizes as illustrated below (note: the illustration is not drawn to scale). 12 Specifications 151