How to enable the account billing popup for a user or Department

When a user’s Account requirement is Required, they must choose an account for each job: for example a client or matter account (see How to create third-party accounts), or another user’s account if their access allows. When they print, they get a popup on their computer; without a PDAgent on their computer, they enter the account code at the printer when they release their jobs. Where phone calls are tracked, they get a popup when they hang up.

The popup on the computer needs the PDAgent on the user’s computer.

For one user, or several

1. Open Resource Manager.
2. In the tree, click User Management > Users, and double-click the user (or select several and edit them together).
3. Click the Billing tab.
4. Under Account requirement, set Billing requirement to Required. (When editing several users, first tick the box next to it.)
5. Click OK.

For a department

Set on a department, this applies to users added to the department later, so you can still make exceptions.

1. In the tree, click User Management > Departments, and double-click the department (or select several).
2. Click the Member default settings tab, then the Billing tab.
3. Under Account requirement, set Requirement to Required.
4. To apply it to the department’s current members as well, click Go at the bottom of the tab.
5. Click OK.

PDServers and PDAgents pick up the change at their next settings refresh, within 10 minutes. To apply it straight away, click PD Servers in the tree, right-click a PDServer and click Select All, then right-click again, point to Send command, and click Refresh all connected PDAgents.

Related articles

• How to create third-party accounts
• How to specify access to individual accounts for a user or Department
• How to deposit funds into a user’s account
• How to manually create a Department

How to enable the account billing popup for a user or Department