Your back office, without the chasing.

Two jobs already run this way in your office. Here is the rest of your week: the pay list, the invoices, the JIBs and the owner statements, each handed to the right person ready to press.

Operator OS (working name) · November 2026 · Illustrative data

Pay listAlready runningInvoices inJIB checkOwner statements

01 · Thursday · Need to PayIllustrative

One pay list that fits the cash you have.

Today the aging comes out of Pak, a Need to Pay column gets typed by hand, and the picks get made on the phone. Operator OS hands you one list inside the cash you set, critical suppliers first, with a reason on every line.

Inside the cash you set, critical suppliers first
Anything already paid is held, never paid twice
A reply ready for every vendor who asked

For the owner · pay side Built, switching on next

XAP Aging - Need to Pay.xlsx - Excel

H4fxpay 90+ only

	A	B	C	D	E	F	G	H
1	Vendor	Invoice #	Due	Current	31-60	61-90	Over 90	Need to Pay
2	Cedar Gap Pumping	7716	09/18/26		4,812.50			pay
3	Contract pumpers - Oct	PMP-1026	11/05/26	14,400.00				pay 5th?
4	Copperline Compression	CC-2988	07/15/26				12,150.00	pay 90+ only
5	Halverson Electric	5531	07/24/26				3,050.00	pay 90+ only
6	Kestrel Chemical Supply	KC-40417	08/21/26			9,480.00		partial?
7	Mesa Pipe & Supply	88213	11/20/26	6,904.10				hold
8	Tallgrass Water Hauling	TWH-2231	07/02/26				7,920.00	call them
9	Total			21,304.10	4,812.50	9,480.00	23,120.00

AgingNeed to Pay+

Pak shows what's owed. It can't tell you what fits this week's cash.

This week's pay list

For Ross, owner · Thursday, Oct 29

Cash this week$48,000.00

Found7 open on the aging. 5 fit your cash, critical suppliers first. 1 is already paid.

Prepared

Kestrel Chemical SupplyChemical supplier holding orders$9,480.00

Contract pumpersPumpers, due the 5th$14,400.00

Copperline CompressionService-stop notice, oldest invoice$12,150.00

Tallgrass Water HaulingOver 90 days, hauls every day$7,920.00

Halverson ElectricOver 90 days, coded and ready$3,050.00

Cedar Gap PumpingHeldAlready paid by check 10388$4,812.50

Total to pay$47,000.00Inside $48,000.00 · $1,000.00 left

What changes: You decide once a week, nothing gets paid twice, and every vendor who asked already has an answer.

02 · Already running in your officeIllustrative

Certificates chased. Disposal statements out on time.

Two jobs already run this way for you. Insurance certificates are read and chased with each agent, and the monthly disposal close is prepared with the Pak imports to match.

Every on-site vendor without a current certificate, already asked
Disposal statements and Pak imports prepared each month
A person still presses every send

For the controller · A/P · field Running in your office

XVendor Certificates.xlsx - Excel

D4fxX

	A	B	C	D	E
1	Vendor	Work on site	Agent	COI	Updated
2	Tallgrass Water Hauling	Water hauling	on file?	X	03/14/25
3	Ridgeline Hot Oil	Hot oiling	Plains Ins.	X	06/02/25
4	Redfern Wireline	Wireline		X	03/14/25
5	Copperline Compression	Compressor service	Heartland Ins.	X	01/20/25
6	Halverson Electric	Electrical		X	09/09/24
7	Prairie Iron Works	Welding	Plains Ins.	X	06/02/25
8

Certificates+

An X on a sheet isn't a certificate on file.

Disposal statements built by hand, outside Pak.

Certificates

For Dana, A/P

FoundOn-site vendors paid without a current certificate: 64, each agent already asked.

Prepared

Tallgrass Water HaulingAgent asked

Ridgeline Hot OilCertificate in

Redfern WirelineAgent asked

Copperline CompressionAgent asked

Halverson ElectricCertificate in

Prairie Iron WorksAgent asked

Disposal close, October

For Priya, controller

FoundBPD confirmed by the field.

Prepared

Disposal statements

Pak A/P and GL imports

Checks match statements

What changes: The two jobs you handed over now run on a schedule, and a person still presses every send.

03 · Every inbox · Pak DocsIllustrative

Every invoice lands once, with the well already suggested.

Invoices arrive in six inboxes, and Pak only sees what someone forwards. Operator OS finds each one, sends it to Docs once, and suggests the well and lease from that vendor's past invoices for the coder to confirm.

Found in any inbox, sent to Docs once
Well and lease suggested from history
One reminder to the foreman, not a pile of nags

For A/P · invoice intake Built, switching on next

OWhich well is this trucking invoice for? - Ty Brennan - Outlook

Six inboxes
admin@3
Gmail7
ap@12
invoices@2
field@5
ops@4

Which well is this trucking invoice for?

Dana Whitfield (A/P)
To: Ty Brennan

Tue 11:48 PM

Ty, sorry for the late one. Tallgrass sent this and I can't tell which well it belongs to. Can you let me know in the morning?

Thanks,
Dana

PDFTallgrass_TWH-2240.pdf 212 KB

Invoices arrive in six inboxes. Pak only sees what someone forwards.

New invoice, well suggested

For Dana, A/P

Foundin the Gmail · Tallgrass Water Hauling TWH-2240 · $1,180.00 · not in Docs yet

Prepared

Suggested Juniper 01 · lease JUN-01 · 8650 Water hauling From this vendor's last 9 invoices. You confirm it with one click.

Ty Brennan gets one reminderNot a pile of nags, and no midnight email asking which well.

What changes: No invoice sits forgotten in a Gmail, and nobody emails the field at midnight asking which well.

04 · Before billing cutoffIllustrative

Catch the doubles before your owners do.

Pak bills what was entered. Operator OS checks each JIB before cutoff: a fee entered twice, a charge on a shut-in well, overhead missing. Each flag shows its source line.

Checked before it goes out
Each flag shows its source line
Fewer short-pays, money in sooner

For the controller · JIB billing Built, after that

XJIB Review - October.xlsx - Excel

E16fxok per Ty?

	A	B	C	D	E
1	Account	Vendor	Description - Juniper 01	Amount	Edit / notes
14	8410	Badger SWD #1	Disposal fee, Oct hauls	850.00	fine
15	8220	Mesa Pipe & Supply	Tubing, 2-3/8 EUE	6,904.10
16	8120	Ridgeline Hot Oil	Hot oil treatment	2,315.00	ok per Ty?
19	8340	Kestrel Chemical Supply	Chemical, Oct	9,480.00	check
21	8105	Contract pumpers	Pumper visit, Mesquite 2-7	310.00	?
22	8410	Badger SWD #1	Disposal fee, Oct hauls	850.00	see email
23	8350	Tallgrass Water Hauling	Water hauling	7,920.00
24
25
26
27

By WellBy OwnerBy VendorUnbilledNotes

Pak bills what was entered. It doesn't check it first.

Juniper 01 · before Oct billing cutoff · 3 to fix

For Priya, controller · prepared by Lena, JIB clerk

Found3 lines to fix before the October JIB goes out.

Prepared

Disposal fee entered twiceBadger SWD #1 · lines 14 and 22$850.00

Charge on a shut-in wellMesquite 2-7 down since Aug · pumper visit$310.00

Overhead and supervision missing this monthOH & SUP$1,200.00

What changes: One checked list instead of rounds of emailed versions, so fewer owners short-pay and the money comes in sooner.

05 · After the JIB runIllustrative

Know every owner actually got their bill.

Nobody sees a bounced statement until an owner asks where their bill is. Operator OS shows who received it and who never did, with the address on file and the resend ready.

Delivered or never received, by owner
The address on file and a resend prepared
Owners can pay what they actually received

For A/P · owner relations Built, after that

OInbox - admin@sandpiper-op.example - Outlook

InboxUnreadAllSorted by date

Redbud Minerals LLCWhere is our October statement?- Third time asking8:41 AM

Mail Delivery SubsystemUndeliverable: October Revenue Statement- Delivery has failed to these recipients2:14 AM

Mail Delivery SubsystemUndeliverable: October Billing Statement- Delivery has failed to these recipients2:15 AM

Mail Delivery SubsystemUndeliverable: October Revenue Statement- Delivery has failed to these recipients2:15 AM

Mail Delivery SubsystemUndeliverable: October Revenue Statement- Delivery has failed to these recipients2:16 AM

Mail Delivery SubsystemUndeliverable: October Billing Statement- Delivery has failed to these recipients2:16 AM

Mail Delivery SubsystemUndeliverable: October Revenue Statement- Delivery has failed to these recipients2:17 AM

Overnight · unread

Nobody sees a bounce until an owner asks where their bill is.

October statements · delivery

For Dana, A/P · checked against the mailbox

112Delivered

6Never received

Prepared · the 6, with the address on file

Redbud Minerals LLCMailbox fullaccounts@redbudminerals.example

J. & M. Albers TrustAddress changedjalbers@oldmail.example

Tanager Family PartnershipDomain typooffice@tanagerfamily.exmaple

Estate of R. VossAddress changedrvoss@oldmail.example

Brightwater Royalty Co.Mailbox fullpay@brightwaterroyalty.example

Kline Land & MineralDomain typomkline@klinelandmineral.exmaple

What changes: Owners can't pay a JIB they never got. Now you know who didn't, and the resend is ready.

Run next week's Need to Pay through it, side by side.

Nothing goes out from it. Compare it with your current sheet on the A/P call, then decide.

Running in your office

Already working

Insurance certificates read and chased
The monthly disposal close and its Pak imports

Live today

Built, switching on next

Money going out

This week's pay list inside your cash
Every invoice into Docs once

Start with the side-by-side

Built, after that

Money coming in

JIBs checked before cutoff
Owner statements that arrive

Owners pay sooner

Always

The rules

A person presses every send
Pak stays the books
Also built: a Kolar compliance calendar

Nothing to rip out

Set up the side-by-side → preissersolutions.com ↗