PEAK Update Function (EN)

PEAK with the new function designed to enhance efficiency. ✨ 1. AI has been added to recommend frequently used products/services and chart of accounts, helping to save time when recording documents. 📢 Suitable for businesses using the Pro Plus package, AI enhances accounting and inventory management efficiency. The AI system recommends accounts and products that match each business’s workflow, including frequently used items with specific contacts. This allows users to quickly select accounts or products without the need to search, saving time. This feature is displayed in the products/services and accounts sections for both income and expenses, with recommendations highlighted in purple. This functionality helps users save time and improves convenience, making accounting more efficient. ✨ 2. Added functionality for deposit receipts and deposit payment slips to speed up document management.  2.1 Print up to 20 documents simultaneously. 📢 Suitable for businesses that need to print multiple documents at once, this update allows deposit receipts and deposit payment slips to be printed for up to 20 entries at a time, helping to reduce the time spent on document management. 2.2 Added the ability to send documents via email. 📢 Designed for businesses that send documents via email, the deposit receipt page includes a button for sending documents through email. This feature helps reduce the use of paper documents and allows for quicker communication with partners by enabling the sending of documents or attachments via email. 2.3 Added a notification setting for cases where a deposit receipt is created exceeding the set credit sales limit. 📢 Suitable for businesses that extend credit to clients, this feature allows users to set credit limits for each contact when issuing deposit receipts. This enables users to establish appropriate limits for each client. If a document is created with a total exceeding the set limit, the system will notify the user or prevent the creation of the deposit receipt. This enhances the efficiency of managing accounts receivable for the business. Example of a notification when issuing a deposit receipt that exceeds the set credit limit: ✨ 3. Added a ‘Reversing Entries’ function at the end of the accounting period on the journal page, helping accountants work more efficiently. 📢Designed for accountants seeking flexibility in recording transactions, this feature allows users to reverse incorrect entries or make adjustments at the end of the accounting period, such as reversing accrued income or prepaid expenses. Users can easily reverse the recorded amounts, with the reverse button on the journal page functioning similarly to a copy feature, resulting in a new journal entry as follows: Documents with a reverse option must be in a pending review or approval status, enhancing convenience and reducing complexity in managing accounting documents. ✨ 4. Added a three-color flag display for verifying the totals of debit and credit, as well as for first-time usage of the chart of accounts in the trial balance. 📢Designed for accountants who need to verify balances in the trial balance, the system adds flag displays to alert users if there is a possibility of errors or items that require further review. The flags are displayed in three colors as follows: These features help ensure more efficient and accurate account verification.

PEAK with the new function designed to enhance efficiency. ✨ 1.  API Integration with MCS Clinic Management System 📢 For businesses looking to use the MCS API, this feature makes it easier to connect with PEAK, allowing you to create documents within the system more quickly and efficiently. It also expands the range of customers who can use the online store management system, helping businesses operate more smoothly and effectively. ✨ 2. Status Selection Setting for Document Creation in Initial Connection Setup for Shopee/Lazada 📢 For businesses using the Shopee and Lazada API, you can now set the order status for which documents will be created during the initial connection setup. This feature makes it easier and faster to define which order statuses should send data to PEAK, improving the efficiency of document management and system integration. ✨ 3. Track Up to 10 Favorite Items for Products/Services 📢Ideal for businesses with multiple products or services, this feature allows users to set favorites in the contacts, products/services, and business selection sections. It helps users quickly and easily access frequently used information, reducing search time and enhancing the convenience of managing important data, thereby improving business efficiency. ✨ 4. Add “File Import Guide” Links for Each Platform 📢For businesses that use data imports from various platforms, this new feature provides direct access to import guides specific to the platform in use, whether it’s Shopee, Lazada, TikTok Shop, FoodStory, or ZWIZ. Previously, all guides were grouped in one place, but now you can easily access the platform-specific guide, ensuring accuracy and speeding up the data import process.

PEAK with the new function designed to enhance efficiency. ✨ 1.   Add a function for issuing simplified Receipt ABB 📢 For restaurants and e-commerce businesses that need to issue simplified Receipts rather than Tax Invoices, this feature allows users to easily issue simplified Receipts ABB. It provides greater flexibility in document management. Thank you for the suggestion, K.Ariya, DOONY DOLL COMPANY LIMITED., ✨ 2. Enable printing of simplified Receipt/Tax Invoice ABB for multiple items at once (up to 20 items per batch) 📢 Suitable for restaurants and e-commerce businesses that need to issue multiple simplified receipts or tax invoices ABB simultaneously in A4 format. Users can print up to 20 documents at a time, reducing time and increasing convenience in document management, making daily operations quicker and more efficient. ✨ 3. Add a button to change the status of a quotation ‘Back To Await Accept’ 📢For businesses that use quotations, this feature allows users to change the status of a quotation from ‘Accepted’ back to ‘Await Accept’ in case of incorrect entries or human errors. This flexibility helps manage quotations more effectively and reduces the risk of operational mistakes. Thank you for the suggestion, K.Kanokwan NIS SERVICE COMPANY LIMITED., ✨ 4. Add default settings for document tables in the Revenue, Expenses, and Daily Journal menus 📢For all businesses, this feature allows users to set default values for document tables in the Revenue, Expenses, and Journal menus. Users can easily specify date ranges and sort data according to their preferences. Additionally, the menus for creating documents and generating multiple entries have been moved to a dropdown for enhanced convenience. Example of a “Create Document” dropdown ✨ 5. Add an option for non-referenced account mapping in debit/credit notes 📢For all businesses, this feature allows users to flexibly select the account mapping for recording debit/credit notes without references. Users can choose debtor account mappings for debit notes and creditor account mappings for credit notes and add account mappings by contact person. This enhances the accuracy and alignment of accounting document management with each business’s specific settings. ✨ 6. Add the ability to view the history of data access logs in the Settings menu 📢For all businesses, this feature lets users directly view the history of data access logs from within the application. The log history displays the date and the names of users who performed the actions, with records stored for up to 5 years. This enhances transparency and control over data access. Note that the system will not display logs for actions taken before this feature’s implementation. Example of history of data access logs Thank you for the suggestion, K.Anuchit, F TO S CO., LTD. ✨ 7. Add API integration with JSTERP for inventory management and online store systems 📢Suitable for all businesses that need to integrate with inventory management and online store systems, this feature supports a comprehensive online sales process. It manages live streams, consolidates inventory across all platforms in one place, and automatically generates documents in PEAK when orders are ready for shipment. This reduces processing time and enhances overall business efficiency. ✨ 8. Add dashboard information display for Deposit Receipt documents and Deposit Payment documents 📢Suitable for businesses using deposit receipts, this feature allows users to efficiently monitor and track the status of deposits. Users can view information on the Dashboard by contact person and overall financial summary, including receivables, payables, and outstanding amounts from recorded deposits. This helps ensure accurate data management and consistency with other documents in the system. Example of Revenue Dashboard menu

PEAK with the new function designed to enhance efficiency. ✨ 1.  Integrate ChillPay Payment Collection to help businesses receive customer money through documents 📢 For businesses that want to make receiving payments from customers easier, this function makes receiving payments easy by connecting to various payment channels. Customers can choose to pay at their convenience, which reduces the steps of checking payments and recording data manually. The system will automatically update the payment status and generate a receipt, saving time and simplifying the work. ✨ 2. Added the function of selecting the classification group on the journal page 📢 For businesses using classification groups, you can now add and edit these groups directly from the journal entry page. Additionally, you can modify classification groups in journal entries created from source documents without affecting the original documents. This feature enhances user convenience and improves data management efficiency. Thank you for the suggestion, K.Mananchaya, from N. B. ASSETS COMPANY LIMITED. ✨ 3. Added filtering for warning reasons that the status journal should check 📢 For business accountants, this function helps to make journal management more efficient by filtering the cause of alerts in the journal, allowing accountants to clearly distinguish between items that should be investigated and suspicious items and focus accountants directly on items that need to be investigated and corrected. Examples of items that should be reviewed include journal entries with unmatched debit and credit amounts, entries without an account code, or entries with no amounts Examples of suspicious items include a cash journal entry recording revenue, a sales journal entry recording expenses, or an incorrect sub-account selection in the chart of accounts

PEAK with the new function designed to enhance efficiency. ✨ 1. Add the option to select the status of Shopee/Lazada orders to create documents manually 📢 For businesses selling products through Shopee/Lazada, the system adds an option for users to select the status of orders so that the system can fetch the data to generate documents. The order statuses that users can select range from ‘To Ship,’ ‘Shipping,’ ‘Shipped,’ and ‘Completed.’ This allows the accounting records to align more accurately with the user’s requirements. ✨ 2. Add ZWIZ data import functionality 📢 For businesses selling products through the ZWIZ platform, the AI chatbot system helps close sales and provides in-depth data analysis. Users can import the closed sales data into the PEAK, where the system will automatically generate documents and record the accounting entries. This feature enables users to create documents more conveniently and quickly. ✨ 3. Add support for ZWIZ product codes (SKUs)  📢 For businesses selling products through the ZWIZ platform, the system has added support for ZWIZ product codes (SKUs). Users can enter ZWIZ SKUs in the advanced settings for each product. In the Product/Service Settings menu when importing data into the system, it will automatically match the SKUs. ✨ 4. Add ChillPay Payment Collection integration 📢 For businesses selling products and sending documents to customers online, the system adds integration to facilitate easier payment collection. Users can configure their preferred payment methods for receiving payments from customers. When a customer makes a payment, the system automatically records the payment and updates the accounting records. Additionally, users can set the system to automatically issue receipts, making payment collection more convenient and reducing the time spent on administrative tasks. ✨ 4. Change the account name “Sales Tax PP36” to “PP36 payable” 📢For businesses that record accounting entries related to PP36, the system has updated the account name from “Sales Tax PP36” to “PP36 payable” to reflect its usage better. For users who have previously recorded entries, the system will automatically update the account name retroactively.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add Document Classification Group Display (Online view) 📢 For businesses using the classification group function, when creating documents with the classification group attached, the system will automatically pull the classification group into the document page. The system will display the information in three places: below the business information, below the supplier or customer information, and below the document number information. This allows branch-based businesses to view the details easily. Thank you for the suggestion K.Kanjana, DX Enterprise Co., Ltd. ✨ 2. Add Configuration to Display Withholding Tax Document Number on Document Page (Online view) 📢 For businesses issuing revenue documents with withholding tax, the system will display the withholding tax document number on the document page. This can be adjusted by toggling the display of the withholding tax document number on and off. The supported documents include credit notes, debit notes, and receipts. Thank you for the suggestion K.Jitrada INNOVATION WASH & DRY LIMITED PARTNERSHIP ✨ 3. Add Time Range Selection on Withholding Tax and Deducted Tax Pages  📢 For businesses that need to view withholding tax and deducted tax information, it is possible to select the period for which they wish to view these tax records. This feature allows users to conveniently access the information they need for the desired time frame. ✨ 4. Add a Button for Creating Multiple Documents 📢 For businesses using the Pro Plus package that need to create multiple documents simultaneously, the system adds a button for creating multiple documents in supported documents, including sales proposals, invoices, receipts, purchase orders, purchase records, and expense records on both the revenue and expense sides. This enhancement allows users to create documents more conveniently. ✨ 5. Add Update Data Button in the Bank Reconciliation Function 📢For businesses using the bank reconciliation feature, users can press the ‘Update Data’ button if additional documents are created during the reconciliation process. The system will automatically update the newly created document information, enhancing user convenience and efficiency.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add contact type selection to the Create Contact page 📢 For every business that adds a contact list, when creating a contact, the type of contact can be specified, whether it is a customer or a vendor the system will generate separate contact codes accordingly. This helps users to view and select contacts when issuing documents easily. Thank you for the suggestions, from Muse Innovation Co., Ltd. ✨ 2. Add contact code settings to the settings menu 📢 For users who specify the contact type, the system adds a contact code setting that allows users to define the prefix characters for generating contact codes. This makes it easier for users to view contact information. Thank you for the suggestions, from Muse Innovation Co., Ltd. ✨ 3. Add reconciliation for e-wallet payment channels  📢 For businesses using e-Wallet payment channels, the system adds support for financial reconciliation by allowing users to import data in Excel format. This facilitates easier and more efficient reconciliation of funds for users. ✨ 4. Adjust the display for the payment gateway integration page 📢 For all businesses, the system adds a payment gateway integration page in the external  applications settings menu. This enables users to view information and connect more easily.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add function for deposit document Businesses that receive or pay for goods/services using deposits can issue deposit documents as evidence of the transaction. There are two types:1.1 On the receiving side, deposit documents can be issued in reference to invoices or receipts.1.2 On the paying side, deposits can be linked to expense records.Additionally, reports on deposit documents can be printed to facilitate the issuance of documents and streamline the process for users. A sample document of a deposit receipt A sample document of a deposit payment ✨ 2. Added integration with XSelly, an online store management system 📢 For online business operations, PEAK is connected to the XSelly program as a sales management system that covers inventory, agents, deliveries, and reporting all in one place. This enhances the convenience of sales management from receiving orders to tracking delivery status. Settings in XSelly can be configured to generate invoices and receipts for payments received at PEAK, making it easier for users to work efficiently. ✨ 3. Adjust the text and formatting of the summary information on the document page 📢 For newly established businesses that create documentation in the program, the system has been adjusted to summarize information on the document creation page to make it easier to read. This includes adjusting the summary information display to show only relevant items, making it easier for users to view summary information in each document.

PEAK with the new function designed to enhance efficiency. ✨ 1. Added payment acceptance via BBL QR Collection and Krungsri Bill Payment Collection. 📢 For businesses using Bangkok Bank and Krungsri Bank accounts to receive payments, you can connect to accept payments for goods and services via QR Code on the document page. This reduces the time required for debt collection. When payments are made through the QR Code, the bank will immediately notify the payment result and automatically record the transaction in the PEAK system. This feature makes it more convenient for users to receive payments. ✨ 2. Added payment acceptance via Beam Payment Collection. 📢 A payment platform designed to allow users to receive payments directly through PEAK invoices via QR code, credit/debit card, or e-wallet. It also helps automate bookkeeping. Additionally, the system can be configured to issue receipts/invoices following the invoice automatically. This feature enhances convenience for users in receiving payments. ✨ 3. Added support for the NocNoc financial channel. 📢 For all businesses, the system now supports the NocNoc financial channel, providing more diverse payment options.

PEAK with the new function designed to enhance efficiency. ✨ 1. To automatically add the display of contact names in the signature block on the document 📢 For every business that issues documents through the program, when issuing documents to customers, the signature block on the document will automatically display the customer’s name. This allows users who send documents to customers/partners to not have to manually write the contact person’s name and helps users work more conveniently. Thank you for the suggestion, by SEALONG (THAILAND) CO., LTD. ✨ 2. Add an option to search for documents or display information by month range 📢 For users searching for documents, they can select a document’s month range or data display. Additionally, they can choose a non-consecutive month range, in cases where a business’s accounting period does not align with the calendar year. This helps users search for documents more efficiently. ✨ 3. Add the display of search results on the print report page 📢 For advanced document search users, when searching for documents and wanting to print a document report, the system will display the search criteria details. This allows users to review the information before printing the report ✨ 4. Add support for 123Service financial channels 📢 For every business, the system now adds support for 123Service financial channels, allowing for a much wider variety of financial transaction options.

PEAK with the new function designed to enhance efficiency. ✨ 1.  Add an option to display a ‘Payment’ button on the email document submission page 📢 For businesses that send documents to customers via email and integrate payment channels, you can configure the system to display payment buttons on the documents to make it easier for customers to make payments. ✨ 2. Adjust the link to the user manual on the PEAK Account 📢 For PEAK users, the system has adjusted the manual links so that users can independently search for and easily access manuals to learn how to use various functions.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add options to set cash and expense claim channels in the primary channel on the payment receipt document 📢 For businesses utilizing cash and expense claim channels as primary financial conduits for receiving and disbursing funds, the system now offers the option to add cash and expense claim-type financial channels. This enhancement aims to reduce processing time for receiving payments or making payments on documents. Example of setting up cash and reserve payment channels on a document ✨ 2. Add the ability to create and delete transactions on the bank balance impact page 📢 For users of the bank balance impact function, when importing bank balance impact files into the system, users can manually add entries they wish to include in the bank balance impact. Additionally, users can modify the quantities in the bank balance impact entries. The system will display the imported file format and user information who modified the data, enabling users to edit information and work more conveniently. Thank you for the suggestions, by Rattana, Thai Agri Commerce Company Limited. ✨ 3. Add contact field and adjust data display in the general ledgers report 📢 For users utilizing categorized account reports to view accounting data by contacts, the system now adds a field for contact code and contact name to the report and adjusts so that transaction numbers move to column 2. This enhancement allows users to see which contacts transactions are associated with and facilitates convenient management for financial closing reconciliation purposes. Thank you for the suggestions, by Baranee, from KTC Company Limited. ✨ 4.  Enhance display of detailed information for corporate contacts 📢For businesses seeking to access detailed contact information, including company objectives, age of the company, or registered capital, data can be retrieved from the Creden Data website. This additional information assists users in evaluating business opportunities.