Owners & Operators

Articles and videos (coming soon) to help Owners and Operators navigate and setup Pak Exchange.

Benefits of Pak Exchange - Owners
Welcome to PakEnergy If you are unfamiliar with PakEnergy – let us tell you about ourselves! PakEnergy offers cloud-based business automation software for ...
Thu, 7 Dec, 2023 at 11:22 AM
Quick Setup Guide - Accepting 1st Invitation
Getting Started Congratulations! You have opted to use Pak Exchange and need to get set up to the Pak Exchange Network to start sending and receiving doc...
Fri, 1 Dec, 2023 at 4:56 PM
Understanding the Dashboard
Dashboard Now that you are a part of Pak Exchange Network let’s discuss the different options that are available on the main dashboard menu located on the ...
Thu, 7 Dec, 2023 at 11:35 AM
1099s, Run & Owner Statements
Viewing 1099s, Run & Owner Statements 1099s, Run Statements, and Owner Statements can be viewed through Pak Exchange using the tabs on the left-hand si...
Thu, 7 Dec, 2023 at 11:42 AM
Address Sets & Sending a Change of Address
Address Sets The next option down from Org Units on the dashboard is “Address Sets.” Under Address Sets, there are options to input your Main Address, Paym...
Thu, 7 Dec, 2023 at 11:40 AM
How to Add a Company Logo, W9 & Certificate of Insurance
Click on the “Setup” tab. This will pull up a menu that will show two tabs at the very top: “Company Documents” (W9 or Insurance) and “Logo.” Click on the ...
Thu, 7 Dec, 2023 at 3:39 PM
Full Instructions - Setup, Dashboard & Other Document Options
Please use the link below to download our full instruction manual on how to use Pak Exchange. This manual covers everything from the 1st invitation received...
Thu, 7 Dec, 2023 at 11:50 AM