Automate your Drilling, Completion, and Workover reports. Decide how you want to deliver the report to each owner. You can automatically email the recipients or print them. Set up a notification group for your reporting recipients so you never again have to remember who gets what report! Keep a historical archive that is always available with just a touch of a button. Project Reporting is an add-on to the Revenue/Billing module.
Call your Customer Success Team at the Direct Support phone # shown on the bottom of your Pak Accounting screen for more information.
Setup:
1. On the Property Maintenance > Project Notes tab, setup the Project number. To enter the notes, double-click on the project.
2. Enter the notes related to the project. Click on the "+" sign at the bottom of the screen to add a note.
3. On the Recipients to Notify tab, enter the owners to send the project report to.
| 4. | If owner was selected to receive Project notes in Property maintenance, select the "Project Report Destination Type on the Owner Master > Revenue Tab > Reporting sub-tab and enter an email if notes are to be sent via email. |
To print the project notes report go to, Property Maintenance > Project Notes tab double click to select the project to print the list, then select List on the menu bar.
