Managing Transactions

Transactions are electronic vouchers that are purchased by customers and consumed when addressing mail pieces. Transactions are specific to mail type, specifically "Confirmation Mail" and "Certified Mail." A counter showing the available transactions by type is located near the top right corner of the screen. Transaction types will only be shown in this counter if the number of remaining transactions is greater than zero.	No transactions are displayed if none are available
Before processing mail, the appropriate transactions must be available. Confirmation Mail: transactions that are needed to process parcel classes Certified Mail: transactions that are needed for any mail piece using a Certified mail envelope
If the account requires additional transactions, contact your service provider.
If you do not know who your provider is, please refer to the "Contact Us" link in the "Help" menu.
Once transactions are received from a provider, they need to be distributed amongst client and user accounts. Both the adding and removing of transactions are handled through the Transaction Management page. Hover over the "Account" tab on the tool bar, which will open a drop-down menu. In the drop-down menu, select the "Transaction Management button.

Adding Transactions

1) Select the account that will gain transactions.
2) Select the type of transaction to be transferred and enter the quantity needed in the "Transfer" field.
3) Click the "Submit" button. The transactions will then appear in the Client's Current Transaction Counts view to the right and disappear from the transaction count in the parent account.
If all transactions are transferred to an account, the transaction counter will disappear from the top of the screen.	Before Transfer After Transfer

1) Select the account that will lose transactions.
2) Select the type of transaction to be transferred and enter a negative sign in the "Transfer" field followed by the quantity to be removed.
3) Click the "Submit" button. The transactions will then disappear from the Client's Current Transaction Counts view to the right and reappear in the transaction count for the parent account.