Larger mailings are funded with direct USPS® accounts. These are typically fragmented because there are different groups controlling their own USPS® relationships which are infrequently linked to a master postage funding model.
This becomes more difficult when there are multiple offices, regions, and divisions inside an organization.
Postal Advocate has developed a four-step process to create this visibility:
Step 1 – Request a report from the client’s accounts payable system with the core names that the Postal Service may show up in your system: USPS®, United States Postal System, *Post Master*, *Post Office*. This should go back as far as possible in case there are dormant accounts that could have lost funds.
Step 2 – Isolate one transaction from each permit account from the reports in Step 1 and request a PDF copy of the invoice. This will provide a higher level of detail on where the permit is funded, permit number, internal contact etc.
Step 3 – Link each permit account to the USPS® Business Gateway. This provides the visibility to the account, funding levels, and transaction details.
Step 4 – Pull summary data into enterpriseAdvocate.com© to provide visibility where required throughout your organization.