Send Run Statements via Exchange from PakAccounting

Purpose: How to send Operators Run Statements via Exchange from PakAccounting.


Click here or copy/paste in to browser to open walkthrough: View most recent version on Tango
https://app.tango.us/app/workflow/Send-Run-Statements-via-Exchange-from-PakAccounting-d8d40b5441094583976ba55394afcb1c

  • Click 'Guide Me' to follow along with instructions while completing the task.

1. Navigate to First Purchaser By State and select menu option for Reports.

Navigate to First Purchaser By State and select menu option for Reports.

2. Click 'Statements' tab.

Click 'Statements' tab.

3. Click 'Send Via DocVue Exchange'.

Click 'Send Via DocVue Exchange'.

4. Click 'S-1 Operator's Run Statements'.

Click 'S-1 Operator's Run Statements'.

5. Click 'Send'.

Click 'Send'.

6. Click OK.

Click OK.

7. If successful, Log message should read as follows:

"Run Statement uploaded for Operator _______"

If successful, Log message should read as follows:


This Workflow was created with Tango.