PEAK Update Function (EN)

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การใช้งานโปรแกรม

ข่าวสาร

15 ต.ค. 2025

PEAK Account

2 min

Update Function PEAK 15/10/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. Receive payments directly from a “Quotation” using the “Make Payment” button on the document page 🧑‍💼 Suitable for: Users of API Payment Collection who want to make it easier for customers to pay and reduce document-handling time 🎯 Highlight: Users can now configure the display of the “Make Payment” button on the Online View page after connecting to a payment platform. The button appears only when the quotation is in the “Accepted” status You can also set automatic document generation after payment, such as: This makes it faster and easier to receive payments and issue documents seamlessly.📌 Note: Currently not supported for quotations in foreign currencies. ✨ 2. Edit income type display in Withholding Tax Certificate — now more flexible than ever 🧑‍💼Suitable for: Users who issue Withholding Tax Certificate 🎯Highlight: You can now edit the income type display directly on the Withholding Tax Certificate, allowing for more precise and customized document outputs. You can choose from 3 display options for the description: Additionally, you can choose how to display withholding amounts: 2.1 Separate by income tax type and tax rate – Separate by income tax type and tax rate 2.2 Separate by income tax type – Items with the same income tax type are combined into 1 line (up to 4 lines; excess items are grouped in line 4). 2.3 Combine all income tax types – All withholding tax items are combined into 1 line. ✨ 3. Change the status of multiple documents at once — speed up your workflow in one click 🧑‍💼 Suitable for: Businesses that handle a large number of document approvals🎯 Highlight: Users can now change the status of multiple documents simultaneously, such as approving or rejecting documents.This feature supports income, expense, and journal entries, and users can also right-click on a document list to access quick actions instantly. 📌 Note:

1 ต.ค. 2025

PEAK Account

3 min

Update Function PEAK 01/10/2025

PEAK with the new function designed to enhance efficiency ✨ 1. Strengthen data security with a 6-digit PIN to protect important information in PEAK 🧑‍💼 Suitable for: All PEAK users 🎯 Highlight: A new 6-digit PIN security layer has been added to protect data and prevent unauthorized access. Users will be required to enter a PIN before saving important information. PIN settings can be configured in personal settings, and the system will apply PIN protection in the following menus: 📌 Notes: ✨ 2. New Product Requisition feature in the Products menu for better stock control 🧑‍💼Suitable for: Service and trading (B2B) businesses in all packages 🎯Highlight: A new product requisition function is now available in the Products menu for internal stock usage, such as marketing giveaways or damaged items. The system automatically records both accounting entries and stock movements, enabling more accurate and organized stock control. 📌 Note: For Free and Basic packages, product requisition can be issued, but no accounting entries will be created. Example product requisition ✨ 3. Improved product movement page for easier stock lookup 🧑‍💼 Suitable for: All businesses tracking stock by lot 🎯 Highlight: The product movement page has been enhanced to make stock monitoring faster and more accurate, including: 📌 Note: Default lot date range is set to “last month – this month. ✨ 4. Faster and clearer bank reconcile with new columns and multi-select 🧑‍💼 Suitable for: Accountants using the bank reconcile function 🎯 Highlight: Column widths for amounts on the reconcile page have been adjusted for clearer visibility. Users can now also select multiple items at once, saving time and improving accuracy when matching balances. ✨ 5. System now remembers default date ranges for documents and journals even after refresh 🧑‍💼 Suitable for: All businesses 🎯 Highlight: When users adjust date ranges for document or journal views, the system now remembers the selected period even after refreshing or logging back in. Default date range is set to “last month – this month,” ensuring smoother, more consistent financial review.

3 ก.ย. 2025

PEAK Account

2 min

Update Function PEAK 03/09/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. 2FA is now available! Take your account security to the next level 🧑‍💼 Suitable for: All users who want to enhance account and data security 🎯 Highlight: A new security setting is now available with Two-Factor Authentication (2FA) in the personal settings menu, strengthening system access security. Users can choose between two methods: Once 2FA is enabled, the system will require OTP verification for every login.Note: Once 2FA is enabled, Old PEAK and Line@peakconnect cannot be used. ✨ 2. Financial movement report now shows partner bank account details for easier verification 🧑‍💼 Suitable for: Users with financial access rights who need to review transfer details🎯 Highlight: The report now includes the option to display partner account numbers and bank names on the financial movement report. This helps users verify accuracy more easily and reduces errors in financial transactions. ✨ 3. Retrieve withholding tax, sales tax, and purchase tax data by document number in PEAK TAX 🧑‍💼 Suitable for: PEAK TAX users who need more precise and detailed tax data management🎯 Highlight: The system now supports retrieving tax data by document number for withholding tax, sales tax, and purchase tax in PEAK TAX. This eliminates the need to filter by date range only, making searches faster, saving time, and avoiding unnecessary data. ✨ 4. Added alerts for duplicate check numbers (received/paid) to reduce transaction errors

20 ส.ค. 2025

PEAK Account

2 min

Update Function PEAK 20/08/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. Connect to TikTok Shop API! Manage orders more conveniently for online stores 🧑‍💼 Suitable for: PRO Plus package users and above who sell products via TikTok Shop and need e-commerce API integration. 🎯 Highlight: The system now supports API connection with TikTok Shop, enabling automatic recording of sales revenue from online stores. No need to enter data manually each time, reducing work steps and making document creation more convenient. ✨ 2. Updated Cash In–Cash Out Dashboard in the Finance menu, easier to view details 🧑‍💼 Suitable for: All users who want to monitor cash inflows and outflows quickly and in detail. 🎯 Highlight: Users can click to view detailed Cash In–Cash Out Dashboard data instantly. The sources of various amounts are clearly displayed, with information pulled directly from payment receipts on documents. Results are shown in an easy-to-read calendar format, with direct links to original documents for precise verification. ✨ 3. Support importing Statement files from TTB Business One for bank reconciliation 🧑‍💼 Suitable for: Accountants who need to perform bank reconciliation using TTB (TMBThanachart) Statement files. 🎯 Highlight: The system supports importing TTB Business One files in both Excel and PDF (EN version) for bank reconciliation functions, making work faster, more convenient, and more accurate. ✨ 4. Improved document import page: edit VAT and price types in one go 🧑‍💼 Suitable for: PRO Plus package users and above who use the document import function and need to manage large data efficiently.🎯 Highlight: When importing documents, whether from PEAK templates or other platforms, users can select the VAT type and rate for all items at once. This makes bulk data editing more convenient, saves time, and reduces errors. ✨ 5. Updated accounting entries for IR and GR 🧑‍💼 Suitable for: PREMIUM package users who use IR/GR documents and review input tax 🎯 Highlight: The system has revised the accounting entries by moving the “input tax not yet due” from Goods Receipt (GR) to Invoice Receipt (IR). The GR document now only records goods and expenses, ensuring accounting accuracy and aligning with actual tax documents. 📌 Note:

23 ก.ค. 2025

PEAK Account

3 min

Update Function PEAK 23/07/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. Stay informed of every change when user permissions are added or edited — notifications via email and in-app bell. 📢 For users with permission to invite or manage users in the business—such as business owners, managers, or team leaders—who want better control and security, the system now provides notifications via email and the in-app bell every time any of the following occur: The notification clearly shows who made the changes, to whom, and what was changed. This helps confirm and track changes while reducing the risk of unintentional edits. ✨ 2. AI SMART CFO button added to the main menu — go straight to the Profit and Loss Statement with chat auto-opened. 📢 For business owners or executives who want to use financial data to make quick business decisions, the system now adds an AI icon on the main menu. For users with access to financial reports, clicking the AI icon at the bottom-right corner will take them directly to the Profit and Loss Statement and automatically open the AI chat — no extra clicks required. This makes it easy to access key information and request analysis from AI SMART CFO in just one click, helping speed up business decision-making. ✨ 3. “Refresh” button added to Trial Balance — pull latest data instantly without selecting a new date range. 📢 For accountants and auditors who need real-time trial balance data, the system adds a “Refresh” button on the trial balance page. Users can click to load updated data instantly without needing to reselect the date range. This makes financial analysis and review smoother and more convenient. ✨ 4. Sales summary reports now available in PEAK — track sales more conveniently. 📢 For sales teams and anyone who wants an overview of sales from different perspectives, the system now adds sales summary reports. You can view and print reports such as sales by customer, account, or product/service directly from the Revenue Dashboard (Go to Revenue > View Summary). Custom display options are also added so users can view summaries and customize the report format as needed. ✨ 5. Reconcile “Cash” and “Petty Cash” channels — manage money like a pro. 📢 For businesses using Pro package and above, looking to accurately monitor and control cash and petty cash, the system now supports reconciliation for cash and petty cash channels. It includes transaction history tabs, shortcut buttons to the reconciliation page, import support for PEAK’s custom file format, and clearly separated statuses: “Pending Reconciliation” and “Pending Confirmation.” The available actions mirror those used in bank reconciliation, helping you manage cash easily, accurately, and with full audit traceability. Try PEAK accounting program for free! 30 days, value 1,200 bahtClick  Call Center: 1485LINE: @peakaccountFor more information, click 

8 ก.ค. 2025

PEAK Account

3 min

Update Function PEAK 08/07/2025

🚀 Revamped User Permission System! Professional-level team control — more flexible and accurate than ever 📢 The latest user permission management system is designed for growing businesses that need clarity, flexibility, and maximum security in managing system users.This new permission system allows you to…✅ Systematically manage employee permissions in your organization✅ Precisely control each person’s role✅ Reduce errors when inviting users✅ Enhanced security with notifications via email and in-app alerts every time a user is added, a new permission is granted, or an existing permission is modified The system now includes the following updates: For existing users, don’t worry — PEAK will automatically migrate your roles to the new structure with clear naming, ensuring seamless operation and easier tracking. 📘 User permission setup guide:  ???‍🏫 User Rights Setup Training SeminarTuesday, July 15, 2025 | 10:00–11:00 AMJoin instantly — no pre-registration needed (passcode: peak)🔗 🚀 transforms your payment-side accounting experience — more accurate bookkeeping, even when payment is made before the document date 📢 The system now allows payment dates to be recorded earlier than the document issue date. This helps reduce accounting errors and ensures documents reflect actual transactions more accurately. Here’s how the system has been adjusted: Summary of the article Summary of the monthly function updates for July 2025, Round 1 with new features to allow users to experience accounting more conveniently and accurately. PEAK is ready to develop features to better meet your work needs in terms of accuracy, security, and flexibility so that every business can grow confidently in every step of accounting. You can follow the news and public relations information through the company’s channels. Try PEAK accounting program for free! 30 days, value 1,200 bahtClick  Call Center: 1485LINE: @peakaccountFor more information, click 

18 มิ.ย. 2025

PEAK Account

3 min

Update Function PEAK 18/06/2025

PEAK with the new function designed to enhance efficiency. ———————————————- ✨ 1. Start using the program more easily with PEAK Guide — understand the system in just a few clicks. 📢 For new users, the system combines PEAK Mission into “PEAK Guide” in one place, with a launch button on the homepage and in the “User Manual” menu. The system will start counting missions once the user accesses PEAK Guide and follows the recommended actions, making learning to use PEAK easier and more organized. For existing users who have completed all missions, the system will automatically show the status as “Completed.” Example of PEAK Guide ✨ 2. Add AI to analyze your Profit and Loss Statement — like having a personal CFO. 📢 For business owners who want to understand their Profit and Loss Statement easily and quickly, the system adds AI to the Profit and Loss page, allowing users to ask questions immediately—about revenue, profit, or expenses. The AI will respond based on the selected time period. Examples of questions AI can help with: The system does not save chat history. To use AI for a different time range, users can simply start a new chat. This helps business owners analyze their business easily and conveniently. ✨ 3. Support for creating bulk bank transfer files via Krungsri Bank (BAY), for easier, more accurate transfers and fewer data entry errors. 📢 For Premium package users using Krungsri Bank transfers, the system now supports creating Krungsri CashLink transfer files. Users can select expense documents, asset purchase entries, or consolidated payment notes in “Pending Payment” status to transfer multiple payments easily, improving accuracy and reducing input errors. ✨ 4. Specify classification groups in asset entries (PEAK Asset) for more detailed reports and asset accounting. 📢 For PEAK Asset users, the system now allows assigning classification groups to each asset. At month-end, the system will automatically calculate and post depreciation, with journal entries referencing the classification group attached to each asset. This helps users allocate depreciation expenses by department or project more conveniently. Users can assign classification groups to assets from the following: ✨ 5. “Create Document” button in LINE@PEAKConnect will now redirect to the PEAK application automatically, for easier and faster document creation. 📢 For users creating documents via LINE@PEAKConnect, when clicking the “Create Document” button in LINE, the system will now redirect to the PEAK mobile application automatically. This makes it easier and more convenient for customers to use PEAK on mobile devices.

4 มิ.ย. 2025

PEAK Account

4 min

Update Function 04/06/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. The system now auto-fills the 13-digit number when adding a new contact from the document creation page, reducing steps and speeding up work. 📢 For users who search for contacts by entering the 13-digit number on the income and expense document creation pages, when entering a 13-digit number into the contact field (and that number is not yet in the system), clicking the “Add Contact” button will trigger the system to automatically pull in the contact information on the contact creation page—this includes the 13-digit number, business name, and address. This helps save time when creating documents. Example: when clicking “Add Contact”, the system will immediately pull in the 13-digit number and search for the contact. ✨ 2. New print window design in PEAK TAX: choose report headers and print by status immediately. 📢 For businesses using PEAK TAX, the system has redesigned the print report window. Users can now select report headers as desired, and the system also supports printing by the currently selected status. This helps ensure that the report output matches the display on the table screen, making printing more convenient. Example: Sales tax invoice report with “Pending Submission” status. ✨ 3. Instantly view P.N.D. and P.P.30 form numbers from the document lock icon to make tax document checking easier. 📢 For businesses using PEAK TAX, users can now see the P.N.D. and P.P.30 form numbers of income–expense documents by simply hovering the mouse over the “lock icon” on the document page. The system will automatically display the tax form number that the document was used to submit, reducing the need to go print reports in PEAK TAX and saving time when verifying documents. ✨ 4. Changed trial balance flag color from orange to yellow for better visibility. 📢 For users who work with trial balances and need clear visibility when reviewing each entry, the system now changes the flag color in the trial balance from orange to yellow to make it easier to see and distinguish statuses more clearly. ✨ 5. Revenue, Expense, and Contact Dashboards now support “Partially Issued” and “Fully Issued” statuses for clearer document tracking. 📢 The Dashboard now displays new statuses for Quotations (QO) and Purchase Orders (PO) as follows: In individual Contact Dashboards, users will see the overview bar showing revenue and expense data, making it easier to visualize document issuance. ✨ 6. Add “Asset Group” directly from the asset purchase document creation page for easier data entry. 📢 Users can now add a new asset group directly from the asset purchase document page without having to go into the PEAK Asset feature. After clicking “Add Asset Group” and filling out the details, the system will automatically save the asset group to PEAK Asset and select it for use in the document. This saves time and reduces steps in document creation. ✨ 7. New Refresh button added to Financial Statements for instant data updates. 📢 For accountants, the system adds a Refresh button to all three financial statement reports: This allows accountants to pull the latest data instantly without needing to refresh the entire page, keeping work smooth and uninterrupted. ✨ 8. Disable editing of VAT amount in income documents to reduce data errors. 📢 The system has disabled the edit button for VAT amounts in all income-side documents to prevent errors from manual tax calculation changes.

21 พ.ค. 2025

PEAK Account

3 min

Update Function 21/05/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. Add an option to display the text “Head Office” after the Tax ID number and select contact “Dear” directly from the print page. 📢 The system adds display options on the document print setting page (Online View) with the following configurations:Position of the text “Head Office”: Users can choose whether to display “Head Office” after the Tax ID or after the business name. The “Tax ID” text can also be edited. This helps make document issuance more flexible and convenient for both formatting and displaying contact names. ✨ 2. PEAK TAX feature update makes usage even easier. ✨2.1 Default setting adjusted to pull purchase tax data from 6 months back instead of 1 month. 📢 The system adjusts the default range for the “Pull purchase tax data” button from 1 month to 6 months, covering a longer period and reducing the risk of missing purchase tax entries. ✨2.2 Add Hyperlink to Purchase-Sales Tax Report in P.P.30 form for easier access to tax forms. 📢 The system adds a hyperlink to the tax form number in the status column of the purchase-sales tax report, allowing users to click and directly view the approved P.P.30 form for easier data verification. ✨2.3 Add “Do not upload receipt” option on the receipt confirmation page. 📢 The system adds a “Do not upload receipt” option to the receipt confirmation page for tax forms P.N.D. 1, 2, 3, 53, and P.P.30 to better reflect real-world workflows. This option is convenient for users who do not wish to attach receipt files at this stage. ✨2.4 Display summary of sales-purchase tax used in the P.P.30 form. 📢 On the P.P.30 form page, the system now displays the sales and purchase tax amounts used in the form in the “Item Details” section, making it easier and more convenient for users to verify totals from the summary section. ✨ 3. Manage bank reconciliation items twice as fast with AI suggestions and right-click menu access. 📢 For Pro Plus and higher packages, the bank reconciliation function has been updated for more convenience and accuracy as follows: ✨ 4. Adjust general ledger report print page—select “All Sub-Accounts” with a single click. 📢 When printing the general ledger report and selecting only one account, the system now shows an “All” option in the sub-account field by default. This helps prevent forgetting to select sub-accounts and ensures users can be confident their general ledger data is complete.

7 พ.ค. 2025

PEAK Account

3 min

Update Function 07/05/2025

PEAK with the new function designed to enhance efficiency. ✨ 1.  Reduce errors! Tax invoice date now adjusts automatically based on document issue date. 📢 The system now adjusts the “Tax Invoice Date” field to automatically follow the document’s “Issue Date,” so users don’t have to manually correct it—helping reduce errors from incorrect entries. This invoice date adjustment applies to both document creation and editing pages, providing convenience and accuracy for tax invoice records. ✨ 2. Easier tax filing date entry in PEAK Tax! Auto-suggest filing date based on calendar, with new “Filed Already” option for retroactive entries. 📢 For PEAK Tax users, the system adds convenience when entering data on the “Tax Filing” page by auto-setting the default filing date according to the Revenue Department calendar. This helps reduce redundant data entry and prevents mistakes caused by forgetting to update the filing date. Also added: a “Filed Already” option for users who have already submitted tax forms through other channels and are just recording them in the system—no need to download the file again while still maintaining accurate records. ✨ 3. View dashboard data up to 5 years back, with added arrow buttons for easier navigation. 📢 Users can now view dashboard data in each menu going back up to 5 years. This enables easier historical analysis and performance comparison. Dashboards with extended history include: In addition, left-right arrow buttons have been added on dashboard pages (Home / Revenue / Expense) for easier navigation between months. ✨ 4. Change status of multiple Quotation and Purchase Order documents with a single click! 📢 For businesses managing many Quotations (QO) and Purchase Orders (PO), the system now allows selecting multiple documents and changing their statuses all at once. Users can choose to update statuses based on system rules or mark them all as “Fully Issued” in one go. This helps manage documents faster, saves time, and reduces errors from updating documents one by one. Example of alert when the document does not meet the condition for “Fully Issued” status ✨ 5. Purchase Request (PR) documents no longer require contact name input. 📢 For Premium package users needing flexibility in creating PR documents, the “Contact” field is no longer mandatory. Users may leave it blank if the contact is not yet known or not needed during the request stage. If a Purchase Order (PO) is created from a PR and a contact name has been entered, the system will retain that name to ensure accuracy for the next step. ✨ 6. Redesigned Check In/Check Out screen—easier to use, with reports that match on-screen display. 📢 Users can now manage received and issued checks more easily with a new display aligned with standard document lists. Check statuses are more visible and easier to search. The printed check report is also improved—print results will follow the open tab and match the on-screen sorting. A new “Paid Out” column is added in the check payment report for clearer and more accurate tracking. ✨ 7. Print stock balance report showing SKU, platform, and Barcode. 📢 For e-commerce businesses, users can now print stock balance reports with additional product codes: SKU numbers by platform and Barcodes. Simply check the ‘Show other product codes’ option in the report print window to include these columns in the product/service report. Even if SKU codes are disabled, the system will still display the selected data. This enhances stock management and integration with online sales platforms, making it more accurate and convenient. Additionally, the report layout has been updated to match receipt/payment documents, and users can select the report type and title as needed. Example: Stock Balance Report

15 ต.ค. 2025

PEAK Account

2 min

Update Function PEAK 15/10/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. Receive payments directly from a “Quotation” using the “Make Payment” button on the document page 🧑‍💼 Suitable for: Users of API Payment Collection who want to make it easier for customers to pay and reduce document-handling time 🎯 Highlight: Users can now configure the display of the “Make Payment” button on the Online View page after connecting to a payment platform. The button appears only when the quotation is in the “Accepted” status You can also set automatic document generation after payment, such as: This makes it faster and easier to receive payments and issue documents seamlessly.📌 Note: Currently not supported for quotations in foreign currencies. ✨ 2. Edit income type display in Withholding Tax Certificate — now more flexible than ever 🧑‍💼Suitable for: Users who issue Withholding Tax Certificate 🎯Highlight: You can now edit the income type display directly on the Withholding Tax Certificate, allowing for more precise and customized document outputs. You can choose from 3 display options for the description: Additionally, you can choose how to display withholding amounts: 2.1 Separate by income tax type and tax rate – Separate by income tax type and tax rate 2.2 Separate by income tax type – Items with the same income tax type are combined into 1 line (up to 4 lines; excess items are grouped in line 4). 2.3 Combine all income tax types – All withholding tax items are combined into 1 line. ✨ 3. Change the status of multiple documents at once — speed up your workflow in one click 🧑‍💼 Suitable for: Businesses that handle a large number of document approvals🎯 Highlight: Users can now change the status of multiple documents simultaneously, such as approving or rejecting documents.This feature supports income, expense, and journal entries, and users can also right-click on a document list to access quick actions instantly. 📌 Note:

1 ต.ค. 2025

PEAK Account

3 min

Update Function PEAK 01/10/2025

PEAK with the new function designed to enhance efficiency ✨ 1. Strengthen data security with a 6-digit PIN to protect important information in PEAK 🧑‍💼 Suitable for: All PEAK users 🎯 Highlight: A new 6-digit PIN security layer has been added to protect data and prevent unauthorized access. Users will be required to enter a PIN before saving important information. PIN settings can be configured in personal settings, and the system will apply PIN protection in the following menus: 📌 Notes: ✨ 2. New Product Requisition feature in the Products menu for better stock control 🧑‍💼Suitable for: Service and trading (B2B) businesses in all packages 🎯Highlight: A new product requisition function is now available in the Products menu for internal stock usage, such as marketing giveaways or damaged items. The system automatically records both accounting entries and stock movements, enabling more accurate and organized stock control. 📌 Note: For Free and Basic packages, product requisition can be issued, but no accounting entries will be created. Example product requisition ✨ 3. Improved product movement page for easier stock lookup 🧑‍💼 Suitable for: All businesses tracking stock by lot 🎯 Highlight: The product movement page has been enhanced to make stock monitoring faster and more accurate, including: 📌 Note: Default lot date range is set to “last month – this month. ✨ 4. Faster and clearer bank reconcile with new columns and multi-select 🧑‍💼 Suitable for: Accountants using the bank reconcile function 🎯 Highlight: Column widths for amounts on the reconcile page have been adjusted for clearer visibility. Users can now also select multiple items at once, saving time and improving accuracy when matching balances. ✨ 5. System now remembers default date ranges for documents and journals even after refresh 🧑‍💼 Suitable for: All businesses 🎯 Highlight: When users adjust date ranges for document or journal views, the system now remembers the selected period even after refreshing or logging back in. Default date range is set to “last month – this month,” ensuring smoother, more consistent financial review.

3 ก.ย. 2025

PEAK Account

2 min

Update Function PEAK 03/09/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. 2FA is now available! Take your account security to the next level 🧑‍💼 Suitable for: All users who want to enhance account and data security 🎯 Highlight: A new security setting is now available with Two-Factor Authentication (2FA) in the personal settings menu, strengthening system access security. Users can choose between two methods: Once 2FA is enabled, the system will require OTP verification for every login.Note: Once 2FA is enabled, Old PEAK and Line@peakconnect cannot be used. ✨ 2. Financial movement report now shows partner bank account details for easier verification 🧑‍💼 Suitable for: Users with financial access rights who need to review transfer details🎯 Highlight: The report now includes the option to display partner account numbers and bank names on the financial movement report. This helps users verify accuracy more easily and reduces errors in financial transactions. ✨ 3. Retrieve withholding tax, sales tax, and purchase tax data by document number in PEAK TAX 🧑‍💼 Suitable for: PEAK TAX users who need more precise and detailed tax data management🎯 Highlight: The system now supports retrieving tax data by document number for withholding tax, sales tax, and purchase tax in PEAK TAX. This eliminates the need to filter by date range only, making searches faster, saving time, and avoiding unnecessary data. ✨ 4. Added alerts for duplicate check numbers (received/paid) to reduce transaction errors

20 ส.ค. 2025

PEAK Account

2 min

Update Function PEAK 20/08/2025

PEAK with the new function designed to enhance efficiency. ✨ 1. Connect to TikTok Shop API! Manage orders more conveniently for online stores 🧑‍💼 Suitable for: PRO Plus package users and above who sell products via TikTok Shop and need e-commerce API integration. 🎯 Highlight: The system now supports API connection with TikTok Shop, enabling automatic recording of sales revenue from online stores. No need to enter data manually each time, reducing work steps and making document creation more convenient. ✨ 2. Updated Cash In–Cash Out Dashboard in the Finance menu, easier to view details 🧑‍💼 Suitable for: All users who want to monitor cash inflows and outflows quickly and in detail. 🎯 Highlight: Users can click to view detailed Cash In–Cash Out Dashboard data instantly. The sources of various amounts are clearly displayed, with information pulled directly from payment receipts on documents. Results are shown in an easy-to-read calendar format, with direct links to original documents for precise verification. ✨ 3. Support importing Statement files from TTB Business One for bank reconciliation 🧑‍💼 Suitable for: Accountants who need to perform bank reconciliation using TTB (TMBThanachart) Statement files. 🎯 Highlight: The system supports importing TTB Business One files in both Excel and PDF (EN version) for bank reconciliation functions, making work faster, more convenient, and more accurate. ✨ 4. Improved document import page: edit VAT and price types in one go 🧑‍💼 Suitable for: PRO Plus package users and above who use the document import function and need to manage large data efficiently.🎯 Highlight: When importing documents, whether from PEAK templates or other platforms, users can select the VAT type and rate for all items at once. This makes bulk data editing more convenient, saves time, and reduces errors. ✨ 5. Updated accounting entries for IR and GR 🧑‍💼 Suitable for: PREMIUM package users who use IR/GR documents and review input tax 🎯 Highlight: The system has revised the accounting entries by moving the “input tax not yet due” from Goods Receipt (GR) to Invoice Receipt (IR). The GR document now only records goods and expenses, ensuring accounting accuracy and aligning with actual tax documents. 📌 Note: