INVIEW TMR Support Guide

An Addendum to the Accounting Solutions Guide

INVIEW™ TMR   Support Guide

      INVIEW Support Team  [email protected]  2013 V1.2 (November) 

Dealer Support Guide

Table of Contents Table of Contents .......................................................................................................................................... 3  Overview ....................................................................................................................................................... 4  Working with Multiple Locations .................................................................................................................... 4  Customer Support for INVIEW TMR ............................................................................................................. 5  INVIEW TMR Demo ...................................................................................................................................... 5  INVIEW TMR ................................................................................................................................................. 6  INVIEW TMR without Web Accounting (NV20) ......................................................................................... 6  INVIEW TMR with Web Accounting (NV21) .............................................................................................. 7  INVIEW TMR Bundle with Web Accounting (NV10) ................................................................................. 8  Custom Reports (NV2A) ............................................................................................................................ 8  INVIEW Accounting (onboard accounting) ................................................................................................ 8  Reporting and Exporting Capabilities............................................................................................................ 9  Setting appropriate expectations ............................................................................................................... 9  Reporting Overview ................................................................................................................................... 9  Exporting Overview ................................................................................................................................... 9  Postage Reports ...................................................................................................................................... 10  Sample Postage Summary Page from Postage ReportMeter Reports ................................................... 10  Sample Daily Meter Activity Page from Meter Reports Account Reports ............................................... 11  Custom Reports....................................................................................................................................... 13  INVIEW Total Postage Management (TPM) ............................................................................................... 14 

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 3 of 14

Dealer Support Guide

INVIEW Total Meter Reporting (TMR) provides our customer a consolidated "Postal Summary Dashboard" of mailing operations. Data can be from a single postage meter or consolidated from multiple meter sites. The expense data may include pieces and postage over time, or costcenter management for individual Accounts. The INVIEW TMR solution combines the power of the individual mailing systems that print postage and collect data, along with an infrastructure required to transfer and format the data for visibility on MyAccount at PB.com. INVIEW TMR provides a great value outside of the mail center, giving managers with financial responsibility a broader view into their operations.

The four key value propositions for INVIEW TMR are: 

Monitor business performance and analyze postage & Metering operations information



Ensures accountability for postage spent across the enterprise



Provides big picture or detailed analysis instantly



Access meter data and accounting data from PB data warehouse for up to 25 months

INVIEW TMR (Total Meter Reporting) is one of two solutions under the INVIEW MMS brand – our mail management suite of solutions for postage expense management and remote access to consolidated information. The second solution is INVIEW Total Postage Management, or TPM. INVIEW TPM is covered briefly at the end of this document.

INVIEW TMR can be configured to work with multiple locations within one company. To help configure a multi location, a SITE SURVEY must be completed. Site Surveys are located on the Dealer Extranet under INVIEW TMR. Please contact INVIEW Support for assistance at [email protected]. Note also that the INVIEW Support Team is able to provide the proper PCN’s to use when ordering INVIEW TMR; however, pricing must be configured by the dealer.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

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Dealer Support Guide

When a customer requires assistance specific to INVIEW TMR, they must email [email protected]. The email to the INVIEW Support Team must include the customer’s:   

Username for MyAccount Customer Account Number (CAN) The nature of the issue they are having.

All support for INVIEW TMR is handled through the INVIEW Support team. Technicians for Pitney Bowes Authorized Dealers should refer customers to this team for specific questions about the INVIEW solution. Additionally, customers can go to http://www.pitneyworks.com/support/intelliview/ to access the INVIEW TMR Users Guide and a list of FAQs

Customers can view a demo of INVIEW TMR from the Home Page of PB.com, and gain a high level value proposition. Propose INVIEW Total Meter Reporting (TMR) as an added value offer for any new or existing meter site. For a single location, the customer can see what’s happening in their operation, and analyze the Class and spend information over time. For multisite enterprises, INVIEW TMR can consolidate postage spend information from each site, giving visibility into consolidated spend and account activity.

Watch this Demo Link

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 5 of 14

Dealer Support Guide

This is the broad name for our web-based solution where a customer can access postage meter data remotely from MyAccount at PB.com. INVIEW TMR is available in three flavors for both DM Series and the Connect+ Series:

INVIEW TMR without Web Accounting (NV20) This is a basic level of service provided by INVIEW TMR. Using this service, the postage meter (single or enterprise locations) can transfer basic information on postage expenses. The data can then be reviewed and analyzed from MyAccount at PB.com. INVIEW TMR without Web Accounting is available for all Pitney Bowes postage meters: o o o o

MailStation (K700) DM Series (DM100-DM1100) DM Infinity meters Connect+ Series

This service is not available for PB Smart Postage, Kiosk, or other PB Internet-based solutions.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 6 of 14

Dealer Support Guide

INVIEW TMR with Web Accounting (NV21) Using this service, the postage meter (single or enterprise locations) can:  

Transfer basic information on postage expenses Transfer departmental accounting detail

The data can then be reviewed, analyzed and reported from MyAccount at PB.com.

With INVIEW TMR, the creation and editing of Account codes is always done on the postage meter. Reports from INVIEW TMR only show the Account Name or Account Code as created on the meter. INVIEW TMR does not pass data or account information back to the meter.

NV21 INVIEW TMR with Web Accounting is available for the following Pitney Bowes postage meters:  

DM Series (DM125, DM225 and DM300 through DM1100 Connect+ Series

This service is not available for MailStation, DM100, DM200, DM Infinity, PB Smart Postage, Postal Kiosk, or other Pitney Bowes Internet-based solutions.

INVIEW TMR with Web Accounting is NOT a standard feature of the DM Series. In order to take advantage of the optional INVIEW TMR with Web Accounting, each of the customer's mail machines is required to have one of the following enhanced accounting solutions installed and activated:   

INVIEW Accounting Budget Manager Business Manager

For custom reporting with NV10, you must add NV2A. INVIEW TMR with Web Accounting required the appropriate INVIEW TMR Monthly subscription to be added to the order.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 7 of 14

Dealer Support Guide

INVIEW TMR Bundle with Web Accounting (NV10) The NV10 INVIEW TMR Bundle with Web Accounting is used for single Connect+ and DM Series units only (excludes the DM125) and bundles INVIEW TMR with Web Accounting with the INVIEW TMR Subscription, training & professional services. Since NV10 includes the subscription, there is no need to add subscription separately. For custom reporting with NV10, you must add NV2A. NV10 cannot be used for multiple DM Series or Connect+ units assigned to one customer. You must use the appropriate NV20, or NV21 option and corresponding INVIEW TMR subscription based on total number of units that will access INVIEW TMR.

Custom Reports (NV2A) This service enhances the value of INVIEW TMR with Web Accounting with the added benefit of customizable reports. Custom Reports allows for selecting the desired report format (summary or detailed), as well as selecting the desired fields of information to appear on that report. Report templates can then be saved, and retrieved at any time with current data always being fed to the report. Again, even with Custom Reports, the customer will only be able to see the Account Name and Account Code as it was entered on the postage metering system. The INVIEW TMR solution does not allow transaction editing, account deletions or manipulation of the data once it is uploaded from the meter. . Custom Reports can be added to either the NV10 or NV21 options.

INVIEW Accounting (onboard accounting) INVIEW Accounting is the brand name for an onboard accounting function on the postage meter. (Not to be confused with having INVIEW TMR web-based solution.) When you see “INVIEW Accounting” as an option in the configurator, it is a departmental accounting function on the meter. Having INVIEW Accounting on a postage meter does not, by itself, enable viewing data and printing reports from the web. However, INVIEW Accounting is the minimum pre-requisite to having INVIEW TMR with Web Accounting or INVIEW TMR with Web Accounting and Custom Reports.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 8 of 14

Dealer Support Guide

Setting appropriate expectations In order to ensure that INVIEW TMR effectively meets the application needs once installed, it is imperative that pre-sales expectations are set appropriately. As such, the following timelines should be discussed with your customers so they are prepared to adjust internal processes accordingly:

Postage Reports 

For all solutions is collected on a monthly basis, and is not made available until after the month is complete. They are available 1 to 2 business days after upload of data from the previous month.

Meter Reports: 

For all solutions are available 1 to 2 business days after upload of data. Anything uploaded after 7pm eastern is considered to have been uploaded the next business day

Accounting Reports:  

For DM Series, Account Reports are available between 1 and 2 business days after the data uploads For Connect+, Account Reports are available in less than 20 minutes. Average response is 10 – 20 minutes. (This timing may vary depending on time of day and other factors.)

Reporting Overview INVIEW TMR offers standardized and customizable report formats to match a customer’s expectations. With the Custom Reports option enabled, the customer can also customize their views of the data, and set up a report template that better matches their internal needs.

Exporting Overview Customers who require longer term storage should consider exporting the raw data into a more permanent digital space. Most of the data collected by the INVIEW MMS suite (INVIEW TMR and INVIEW TPM) can be exported. Sample reports are available at www.pb.com/myaccount. INVIEW TMR allows for data to be exported in an Excel and CSV formats. Pre-formatted reports can be exported as a PDF file.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 9 of 14

Dealer Support Guide

Postage Reports Postage Reports provide a summary by dollars spent by date range, or pieces and postage by Class. Data storage is limited to 25 months – thus allowing the customer to access 2 full years’ worth of data. As such, customers can compare two years of spend.

Sample Report Types include:  Postage Summary Report (chart/pie/table view)  Postage Trend Report  Postage Class Report (summary/detail view).

Sample Postage Summary Page from Postage Report

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 10 of 14

Dealer Support Guide

Meter Reports Meter Reports provide:  Daily meter activity  Meter balance report  Summary detail and trend reports for postage and meters To view Meter Reports, the customer must upload their data to the web site. Sample Report types include:  Meter Summary Report - Account name  Daily meter Activity Report (summary/detail view)  Meter Balances Report (summary/detail view)  Reference Code Report (summary/detail view)

Sample Daily Meter Activity Page from Meter Reports

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 11 of 14

Dealer Support Guide

Account Reports Summary reports by mailstream dollars spent by date range for each account. This may include Class, quantity and postage expense for each account. Sample Report types includes:         

Account summary report Accounting Dashboard (pie chart / bar chart / table view) Account Detail Account Detail by Postal Class Account Detail by Meter (used for multiple meters / locations) Meter Detail by Account (used for multiple meters / locations) Account Location Comparison (used for multiple meters / locations) Account Transaction Log Weight Break Reports

Sample Daily Meter Activity Page from Meter Reports

Special Reports for Connect+ Users INVIEW Total Meter Reporting includes two additional reports for Connect+ users:  NVCS- Confirmation Services Report: Facsimile of the USPS 3877 Form.  NVPR- Permit Report: Added value summary of Permit activity printed by Connect+.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 12 of 14

Dealer Support Guide

Custom Reports Custom Reports allows for selecting the desired report format (summary or detailed) as well as selecting the desired fields of information to appear on the report. The ‘Description’ field from the Connect+ machine is not available in INVIEW Total Meter Reporting. Note: Custom Reporting is NOT a standard feature, and must be ordered to be enabled.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

Page 13 of 14

Dealer Support Guide

This service is the second element of the INVIEW MMS suite of accounting solutions. Total Postage Management is a service that provides web views of mailstream related expenses funneled from Postage-by-Phone, competitive postage meters, Permit Accounts, Business Reply Mail Accounts, and Mail Service Providers.

Note: This feature does not show any postage usage from the meter.

Total Postage Management is supported by the Web Support team at 1-800-323-1472.

INVIEW Support Team 11/2013

- Pitney Bowes, Inc. - Company Confidential -

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