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1.If an invoice is imported and paid in Pak Accounting, but removed/declined/etc. in Pak Exchange. How is that handled?

a.Declined/rejected: If an invoice has been imported and paid in Pak Accounting, it is past the Approval step and can no longer be declined or rejected in Exchange (without first voiding in Pak Accounting).

b.Deleted: Permission can be given to a user (not default) to be able to delete an invoice out of Exchange but that is not advised because it does not reflect in Pak Accounting. Theoretically, once an invoice is paid, it should not be deleted from Exchange.

 

2.How to reflect a voided payment in Exchange

a.Void payment in Pak Accounting (Accounts Payable - Check Printing - Void A/P Check).

b.Perform a Sync in Management Dashboard.

c.Exchange will show the payment as voided but the invoice will remain in the repository.

 

3.How to reflect a voided invoice in Pak Accounting that came over in Exchange

a.Void invoice in Pak Accounting (Accounts Payable - Invoice Entry - Void Invoice).

b.Perform a Sync in Management Dashboard.

c.Exchange will show the invoice as rejected and it will go back to the Approval stage for processing.