PakEnergy Exchange Utilities

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PakEnergy Exchange Utilities

Pak Accounting teamed up with Pak Docs to provide a solution to streamline the flow of information and associated documents that will integrate with Pak Accounting. The setup for your Pak Accounting system to integrate with Pak Docs is a very simple process that will provide massive value and efficiency to your processes. Below are the step-by-step instructions to setting up Pak Accounting to integrate with Pak Docs. NOTE: This setup will need to be done in each company that will interface with Pak Docs.

hmtoggle_plus1Pak Exchange Setup

How to Sync through PakEnergy Exchange Utilities

Syncing information between Pak Accounting and Pak Docs is an important feature that will need to be completed to import invoices and send payment information.

Follow the steps below to perform a full sync of the two systems, and with a couple clicks, all of the necessary information will be exchanged.

1.Navigate to Management Dashboard > Mgmt Functions > PakEnergy Exchange Utilities.

2.Click Sync to sync information.

3.A message box will pop up that asks if you are sure you want to continue. If you are sure, click Yes.

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It is important to run this sync consistently to keep the two systems in sync. Besides keeping invoices and payments in sync, the sync also keeps master data such as Vendors, Cost Centers, AFEs, and Decks synchronized.

hmtoggle_plus1How To Set Auto-Syncing

Sample Results for Importing

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Sample Results for Uploading Payment Information.

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When to Sync in PakEnergy Exchange Utilities

Importing Invoices

Once invoices have been processed in Pak Docs, it's time to upload the invoices into Pak Accounting so they can be paid. The sync process will upload invoices from Pak Docs into the Accounts Payable > Invoice Entry > 10 Enter Invoices to Pay Screen.

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Sending Payment Information

Once the invoices from Pak Docs have been paid, the payment information can sync back to Pak Docs to populate payment information on the invoice record in Pak Docs.

Once the sync is completed, the results will show on the screen.

The payment information will be sent to Pak Docs, and mark the invoice paid. Pak Accounting and Pak Docs also work together to ensure that any void information will also be reflected in Pak Docs, updating the specific invoices with changes or voided information.

hmtoggle_plus1Viewing Invoices in Accounts Payable

 

 

Also See: Transaction Report