Header

The Header is always visible and provides quick access to essential tools and account settings.

Side Bar Navigation

The Side Bar Navigation is located on the left-hand side of the screen and serves as the primary menu for accessing all major features and workflows within Pak Exchange. Let’s discuss the different options.

Home

The Home tab—also referred to as the Dashboard—is your starting point when logging into Pak Exchange. If you navigate away to another section, clicking Home will return you to this screen. From the Home screen, you can view interactive graphs that provide a real-time overview of your invoicing activity.

Logo

The Logo tab, located under the Admin section of the Side Bar Navigation, allows you to upload and manage your company’s logo. This logo will appear in the upper-left corner of your Pak Exchange interface and helps personalize your account. For more information on how to add a Company Logo please view How to Add a Company Logo on the Customer Success Portal.

Profiles

This tab is typically used by vendors and is for internal use only.

W9

The W9 tab, located under the Admin section, allows you to upload and manage your company’s IRS W9 form. Customers often require this document for tax reporting purposes and should be kept current and accurate. To add a W9 to your company in Exchange, please navigate to the left Side Bar Navigation and click on W9. From here, you will see another blue button in the top right-hand corner labeled Upload New that you will need to click next. Clicking in the gray bar under the header Upload W9 will bring up your file explorer to locate the W9 that you wish to share. Once found, click open in your file explorer.

Now we can select the Privacy Settings and the Document Status. NOTE: You can update or replace your W9 at any time. Only one active W9 can be shared at a time.

After all settings have been entered, please click the blue Save button in the bottom right-hand corner to complete the upload and send the W9 to the selected parties if applicable.

Insurance Certificate

This is typically used by vendors.

ACH

The ACH tab, located under the Admin section, allows you to provide and manage your company’s Automated Clearing House (ACH) information. The information entered can be shared with connections so that customers can issue electronic payments directly to your account. To add ACH information, navigate to the ACH tab in the Side Bar Navigation and click the Create New button in the top-right corner. All of the fields on the Create ACH screen are required in order to save. Once all fields have been entered, please click the blue Save button in the bottom right hand corner. This will add the ACH information to your Exchange profile and send the ACH information to any selected connections.

1099s

The 1099s tab, located in the Side Bar Navigation, allows you to view and manage 1099 tax forms that have been issued to your company by connected parties. These forms are typically generated at the end of the calendar year and are used for tax reporting purposes. When a customer issues a 1099 through Pak Exchange, it will appear in this section for your review and recordkeeping. To access your 1099s, simply click on the 1099s tab. From there, you can view a list of all 1099 forms shared with your company.

To view more details, you can click on any of the 1099s in that list. This action will bring up a full image of the 1099 form. You can download copies of the forms for your records or to share with your accounting team, and have other options to view. On the left-hand side, you will see the icons highlighted below. Let’s discuss these icons in more detail.

If you believe a 1099 contains incorrect information, it’s important to contact the issuing party directly to request a correction. NOTE: Pak Exchange does not generate or modify 1099s. It simply provides a secure and centralized location for receiving and storing them.

Users

The Users tab, located in the Side Bar Navigation, allows administrative users to manage who has access to your company’s Pak Exchange account. From this section, you can add new users, assign roles, update user information, and remove users as needed.

Add a New User

Navigate and click on the Users Tab in the Side Bar Navigation. Click the + New User button. This opens a form to enter the new user’s details. Complete the User Information.

After Save is clicked, the User will get an Onboarding Email that looks similar to the one below. The User will need to click on the link provided to either log in with their credentials or to create a new login with the Pak Exchange Network. NOTE: The User will only be able to see the Profile data to which they are assigned too. This is notated as the “Bill To” on the submitted invoice.

Managing Existing Users

From the Users screen, a System Admin can view and manage all current users associated with the company’s Pak Exchange account. For each user, you can edit details such as First Name, Last Name, Title, Main Role, and Phone Numbers. System Admins also have the ability to deactivate users and adjust the Profiles (formerly Org Units) they have access to.

To manage an existing user, simply click on the user’s name from the list. All editable fields—like name and title—can be updated by clicking into the field and typing the new information or selecting from available dropdown menus. If you need to change the user’s email address or delete the user, click the blue Action button in the top-right corner of the screen. This will open a menu with options to Change Email Address or Delete the user.

NOTE: The Save button in the Action menu performs the same function as the Save button on the main screen—either can be used to apply your changes.

Connections

The next option on the Side Bar Navigation menu is Connections. This option shows all customers that are connected to you within Pak Exchange. To ensure a successful connection to any of your customers, a green Connected box will appear next to the specific company/username. The top of the Connections tab provides you an option to search for Connections by Name or Connection Status.

Invitations

The final option is Invitations. Here, you can find any open invitation requests or respond to invitation requests.

After clicking Invitations, find the invitation you wish to accept. If you have been following this training from the beginning, the customer who sent you an invitation to connect with Pak Exchange will automatically appear.

From this screen, you can choose to Accept or Reject the invitation. NOTE: Rejecting an invitation from one of your customers means that you will not be able to receive 1099s or submit invoices to the Connection that sent you the invitation.

We will continue assuming that you want to accept the connection request. Clicking Accept will bring up a different screen that provides the option to Create a new connection or Select existing connection. For first time setup, you will not have any other connections to connect to. If you have questions about the Select existing connection option, please get in touch with our Customer Success Team. To continue, you will hit the Next button in blue.

The Create new connection option allows you to enter a name or number to identify the connection. If your company doesn’t have a specific naming convention, you can also enter a description of the connection or use the connection’s name as is.

Once the name of the connection has been entered, you will notice that the Accept button on the right-hand side of the screen has changed from gray to blue. This means that all information required for this connection has been entered, and you are ready to continue.

Click Accept, and a pop-up box will appear confirming that you have entered all information correctly and have done any applicable due diligence specific to your company policies relevant to accepting documents from outside connections. If true, please click on the Continue button in blue to complete the connection. Once completed, you will be directed back to the Invitations screen, and a blue message will appear at the top of your screen letting you know that you have been successfully connected. You will also be able to see the new Connection under the Connections tab.

Wrapping Up

After reviewing this guide, you should feel confident navigating the Dashboard in Pak Exchange. If you require additional help, please visit the Customer Success Portal. Thank you for being a part of the Pak Exchange Network!