PEAK Update Function (EN)

PEAK with the new function designed to enhance efficiency. 1. Added the “Product Cost Adjustment” function, calculating hidden costs accurately to reflect true profits. Package: PRO Plus and PREMIUM packages (Available for a free trial until the end of 2026!) Suitable for: Import businesses and trading businesses (buy-sell) that have hidden expenses (such as shipping costs, customs duties). System Updates:  Benefits of Use: Reduces redundant work and helps businesses accurately calculate the actual cost of products by including shipping fees, customs duties, and other related expenses. This improves profit and loss accuracy and provides a clearer view of product profitability 2. Added the “Add Popular Contacts” button in the Contacts menu, allowing you to select popular names and create documents in one click immediately. Package: All active packages Suitable for: New users who want to quickly add contacts to the system. System Updates:  Benefits of Use: Helps reduce the steps of manually filling in new contact information from the start of using the system. Just click to select popular names recommended by the system, and essential information will be pulled to create documents immediately. Saves time, easy to search, and reduces errors in data entry. 3. Added “Edit All Items” in the File Vault menu, editing multiple items of data simultaneously in a single click. Package: e-Document package and above Suitable for: Users who use the File Vault menu. System Updates:  Benefits of Use: Reduces working time, manages multiple items of data in a single click, and helps prevent errors in selecting the chart of accounts to each line item. 4. View financial statements more easily with the “Collapse-Expand Account Groups” and “Turn On-Off Account Numbers” systems in a single click. Package: All active packages Suitable for: Accountants and entrepreneurs who want to view the chart of accounts in financial statements. System Updates: The system added buttons to show collapse-expand for the chart of accounts in the Statement of Financial Position, Income Statement, and Statement of Cash Flows to work more flexibly, as follows: Benefits of Use: Helps users view financial statements more easily and helps accountants verify the accuracy of the chart of accounts more easily through the financial statements. 5. Supports importing files from Bangkok Bank in the iCash product format, reconciling faster than before. Package: PRO package and above Suitable for: Accountants who use Bangkok Bank (BBL) accounts and want to import bank statement data. System Updates: The system added support for importing Bangkok Bank iCash statement files (.xls) for bank reconciliation. Benefits of Use: Helps accountants work more conveniently, reducing time and reducing errors in importing data. 

PEAK with the new function designed to enhance efficiency. 1. Seamless connection with PEAK to PEAK function: Link data and send-receive documents directly as if sent from within the system. Package: All packages Suitable for: Businesses whose trade partners already use the PEAK system and want to send data directly to each other through the system without redundant printing and sending via external channels. System Updates: Benefits of Use: Helps manage documents much more conveniently between businesses that use the PEAK program together. There is no need to download and then attach to send via email or other external applications. It also prevents errors and updates document data in real-time. 2. Added settings for Shopee API connection: Combine multiple orders to create a single document. Package: PRO Plus package and above Suitable for: Businesses that sell products on Shopee and have a large volume of orders per day. System Updates: Benefits of Use: Helps track historical data and reconcile accounts more easily and quickly. 3. Added deposit document management on PEAK Application: Manage documents more conveniently. Package: e-Document package and above Suitable for: Users who want to issue documents via PEAK Application. System Updates: Supports creating deposit receipt/payment documents on PEAK Application, being able to manage documents as follows: Benefits of Use: Work more conveniently via mobile phone, reduce errors, and verify data easily. Work anywhere, anytime.

PEAK with the new function designed to enhance efficiency. 1. “Record financial channel opening balances” – Fill in and automatically post to accounts instantly without having to create a Journal page yourself. Package: All active packages Suitable for: Users who want to record opening balances for various financial channels. System Updates: The system added a “Record Opening Balance” button for users to enter the opening balance directly from the financial channel creation page (Advanced). This supports financial channel types: The system will automatically use this information to create a journal entry. Benefits of Use: Helps reduce working time for users. Previously, users had to enter opening balances through journal entries. Now, users can enter them directly on the financial channel page by themselves, completing the task on a single page. 2. Upgrade PEAK TAX: Added contact movement tracking settings and verification before creating tax return forms, preventing omissions in making tax returns. Package: All active packages Suitable for: Users who need to create P.P.30 forms in PEAK TAX. System Updates: The system added Contact Movement Tracking settings in PEAK TAX. This feature helps check and notify users when a tax return form contains contacts that were regularly included in previous tax filings but have no transactions in the current filing period or new contacts that have never been included in tax filings before, helping to prevent forgetting to create documents. Benefits of Use: Helps check accuracy before creating tax return forms. Eliminates worries about forgetting to record transactions for regular customers and helps clearly see the movement of new trade partners.

PEAK with the new function designed to enhance efficiency. 1. PEAK SMART Key supports grid view display and purchase order (PO) creation, saving data entry time. 2. Supports “Working Paper” to check financial statements before actual issuance, closing accounts accurately without missing anything. 3. “PEAK to PEAK” on PEAK Application with a PEAK QR Code scanning system, making expense recording easy and document issuance more convenient. 4. More secure! Added a bot protection system (reCAPTCHA) on the login page. Subject Package System Updates Benefits of Use PEAK SMART Key supports grid view display and purchase order (PO) creation, saving data entry time. e-Document and above Supports displaying the document library (File Vault) in a grid layout (Grid View), helping to view document images more easily, as well as supporting the creation of purchase order (PO) documents directly from photos. PEAK SMART Key will help scan and read data from files to process it further on the website immediately. Significantly reduces steps and the number of clicks in creating documents. Just upload the document file and the system is ready to handle it next immediately, helping to save time and reduce errors in data entry. Supports “Working Paper” to check financial statements before actual issuance, closing accounts accurately without missing anything. Basic and above Added the “Working Paper” function, a document summary page at the main menu page. Accountants can check, adjust, and prove various account balances completely and systematically in one place before closing accounts. Helps accountants use the data and compare the accuracy of figures with confidence before using the data to issue actual financial statements. “PEAK to PEAK” on PEAK Application with a PEAK QR Code scanning system, making expense recording easy and document issuance more convenient. e-Document and above Added a QR Code scanning button on mobile to pull document data received from customers/sellers who use PEAK to create documents immediately, along with an intelligent system in the document library (File Vault) that helps automatically fill in data and recommend various items. Reduces data entry time and reduces errors in filling out numbers. Just pick up a mobile phone to scan, and data can be pulled to record expenses accurately and finished quickly in a few seconds. More secure! Added a bot protection system (reCAPTCHA) on the login page. All Packages Added a bot protection system (reCAPTCHA) from Google to the login page. If the system detects login behavior that has risks, it will require users to verify their identity before logging into the system immediately. Helps check logins that might be abnormal and increases security.

PEAK with the new function designed to enhance efficiency. 1. PEAK SMART Key: Automatically selects accounts, checks the completeness of tax invoices and non-business documents to prevent errors. 2. Specify approvers for journal entries immediately: Manage tasks more flexibly than before. 3.  Updated bank reconciliation status notifications: Along with a manual reconciliation status change button, making work more convenient. 4. Lazada/TikTok Shop/Line Shopping Dashboard: Download order reports easily in one click. Suitable For System Updates Benefits of Use 1. PEAK SMART Key: Automatically selects accounts, checks the completeness of tax invoices and non-business documents to prevent errors. PEAK Users The system added notifications in case a file is uploaded and abnormalities are found, including:Uploaded documents do not have the business name in the document.Tax invoices have incomplete essential information as required by the Revenue Department.Automatically selects the chart of accounts immediately. Reduces data entry steps and reduces the risk of incorrect accounting. Helps users work much more efficiently. 2. Specify approvers for journal entries immediately: Manage tasks more flexibly than before. Accountants When creating a journal, users can immediately select the names of those they want to approve. The system will automatically send a notification to that user. Helps teamwork become much more systematic. 3. Updated bank reconciliation status notifications: Along with a manual reconciliation status change button, making work more convenient. Accountants The system adjusted the data display on the bank channel page as follows:Bank reconciliation status: See the work status from the start without clicking to view. There are 3 statuses:Grey status: Bank channels that have transactions but have not yet been reconciled.Blue status: Bank channels that have transactions and have been partially reconciled.Green status: Bank channels that have transactions and have been fully reconciled for all items.Manually change reconciliation status even if bank statements have not been imported into the system.Print reconciliation reports available now on the finance channel summary page. Print reports and check the reconciliation status of each bank immediately without having to click into each bank channel. 4. Lazada/TikTok Shop/Line Shopping Dashboard: Download order reports easily in one click. Customers connected via API to the system:- Lazada- TikTokShop- LineShopping Added “Download report from Dashboard function” which can export order data that has already been documented into an Excel file immediately. Saves time in gathering information and using data for order reconciliation.

PEAK with the new function designed to enhance efficiency. ✨1. Supports “Product Sets”: Group products/services to be sold as a set. Complete everything in a single item Suitable for: Businesses that sell products/services as sets. PRO Plus package and above. Highlight: PEAK supports Product Sets, changing complicated work into a simple matter by reducing steps in issuing sales documents. From previously having to select products/services one by one, to just selecting a “Product Set” once. Helps work more conveniently and reduces errors in issuing documents. Note: Currently supports issuing documents on the income side and creating product sets one by one through the program only. Available at: Product Menu > Product Sets ✨2. PEAK to PEAK” recognizes document data received from other PEAK users, allowing you to record expenses easily in a single click and making document issuance more convenient Suitable for: Businesses that have buy-sell transactions and both use the PEAK program. Highlight: PEAK helps change documents from the seller’s side into your purchase information immediately. When a document is received from a partner, the user can click to record the document through the document page. The system will change the document file format from PDF to Digital File to help suggest accounting records, match contacts, and select the Chart of Accounts automatically (SMART Suggestion). Available at: Document Page (received from partners) ✨3. New format for Report Hub. Easy to export. Access data quickly Suitable for: Business owners and users who want to view reports. Highlight: The system has added a new report summary page that gathers every important report in one spot. Helping users access the information they want quickly and saving time in data management. Available at: Dashboard Menu ✨4. Create new contacts from File Vault in one click Suitable for: Users who want speed in recording documents and managing contact information through the file vault. Highlight: The system has upgraded Smart Suggestion when creating documents through the File Vault page to automatically detect contact information from attachments. Helps reduce work steps. Available at: File Vault Menu ✨5. Supports ReadyPlanet API connection. Instantly turn CRM data into quotations on PEAK Suitable for: Users looking for a CRM system to connect with PEAK to manage accounting and sales documents smarter than before. Highlight: Link data from the ReadyPlanet platform directly into the PEAK system via API. Automatically change sales information into Quotations on PEAK. Available at: Settings Menu > External System Integration > ReadyPlanet ✨6. Added Action Buttons on document pages. Helping to manage documents faster Suitable for: Every user who needs to check document details and wants to perform the next transaction quickly. Highlight: Pinned important command buttons at the bottom of the screen, helping users perform the next transaction (like accepting a quotation) immediately without scrolling up. Available at: Income and Expense Menus, Document Page ⚡️7. New PEAK TAX overhaul! Precise tax verification with AI and an intelligent notification system Suitable for: PEAK TAX feature users. Highlight: AI verification for edited/canceled documents, mismatched 7% tax, or duplicates. Includes special notifications when purchase tax invoices are near expiry. Available at: PEAK TAX  ⚡️8. Shopee Dashboard: Download order reports easily in one click Suitable for: Customers connected to Shopee API Highlight: Export order information already documented into an Excel file immediately. Helps in reconciling orders and online store management. Available at: Settings Menu > External System Integration > Shopee Report Example ⚡️9. Open API Dashboard: Check transaction usage volume by yourself Suitable for: Users who connect their own systems to PEAK Highlight: Download Dashboard reports from your own API to track and verify actual usage in Real-time for efficient planning. Available at: Settings Menu > External System Integration > Connect your application ⚡️10. Instant payment notifications with the QR Payment notification system Suitable for: Users connected to the QR Payment system who want to verify incoming amounts in Real-time Highlight: Real-time notifications when payment via QR Code is successful. Users can toggle notifications on-off as desired. Available at: Bell icon in the program

PEAK with the new function designed to enhance efficiency. Added barcode search for products/services on the document creation page, allowing users to find items and create documents faster and more conveniently. Suitable for: All package users Highlight: Users can now search for products/services using a barcode directly on the document creation page. This enhancement helps barcode users add items more quickly. The system also updates search suggestions to show available searchable fields. Previously, Search supported only product/service name, product/service code, and description. 2. Introduced a validation system that checks edited or voided transactions from the accounting system before approving tax forms in PEAK TAX, helping reduce errors and improve tax filing accuracy. Suitable for: BASIC package and above using PEAK TAXHighlight: Each time a tax form is created, the system automatically checks and updates transactions that were edited or voided in the accounting system (for users who do not enable automatic data synchronization). This ensures data accuracy before tax form approval. Note: 3. Improved contact creation, enabling users to instantly add contacts when connecting external applications or adding financial channels. Suitable for: All package users Highlight: When connecting external applications (API) or adding bank accounts and e-Wallet channels, the system automatically suggests related contacts to support potential accounting entries such as fees, interest expenses, VAT refunds, or withholding tax records. Note: 4. Added OCR data extraction from PDF files in the Document Library, allowing information to be captured and used for document creation more quickly. Suitable for: BASIC package and above using the Document Library Highlight: OCR capability now supports PDF files. The system reads data from uploaded files and suggests key information such as product details, document number, tax type, amounts, values, and tax rates, along with status indicators—helping reduce manual data entry time. Note:

PEAK with the new function designed to enhance efficiency. 1. Added a “Copy Link” button directly on the document page to help users share documents with partners more quickly Suitable for: Users on all plans who share documents via link Highlight: A new “Copy Link” option has been added to the Send Document button on the document information page. Users can now copy and share the document link instantly without opening the online View page. This reduces steps and makes document sharing faster and more convenient. 2. Added “Forgot your PIN Code” option for self-service PIN reset via ThaiD verification. Suitable for: Users who have enabled a PIN Code but forgot their PIN Highlight: Users can now select “Forgot PIN Code” to reset their PIN themselves through identity verification using ThaiD. Verification is completed by scanning a QR Code. Once identity verification is successful, users will be redirected to set a new PIN Code. This simplifies the process and makes resetting a forgotten PIN much more convenient. Note: 3. Added “Lane”(Yaek) field display in P.N.D. forms on PEAK TAX. Suitable for: PEAK TAX users Highlight: The P.N.D. TAX form display has been updated to include the “Lane” (Yaek) field within the address section, aligning with the official tax document format. This ensures more complete address information and makes it easier to review details before submitting tax forms. Note:

PEAK with the new function designed to enhance efficiency. 1. Added an Orders from Platform tab on the Lazada API connection page, making it easier to track document status in one place. Suitable for: PRO Plus package and above users who connect to Lazada via API Highlight: A new tab now displays Lazada order data directly on the API connection page, allowing users to instantly see which orders have been used to create documents in PEAK—helping monitor document status and API activity in one view. Notes: 2. Improved the General Ledger display to show full item descriptions for easier review. Suitable for: Users who frequently access the General Ledger menu Highlight: The ledger now shows full descriptions immediately without hovering. A collapse/expand option has also been added, making entries easier to read and speeding up data checks. 3. Enhanced Sales Summary Product/Service Report to support up to 1,000 entries for deeper analysis. Suitable for: BASIC package and above users who need more detailed sales reports Highlight: The Export Sales Summary Product/Service Report modal has been redesigned with display options of 100, 200, 500, or up to 1,000 entries for: This allows more comprehensive sales insights and analysis. 4. Added a Copy button in Products/Services and Contacts to duplicate data instantly. Suitable for: Users who frequently create similar items or contacts Highlight: A Copy button is now available on product and contact detail pages, allowing users to duplicate existing information to create new records faster while reducing manual entry errors. Products/Services Contacts 5. Added ThaID authentication for secure identity verification. Suitable for: Users who want stronger securityHighlight: ThaID authentication can now be enabled in User Information or Security settings. Users scan a QR code via the ThaID app when enabling or disabling authentication, increasing account protection and reducing security risks. Notes: 6. Added Recovery Codes for Two-Factor Authentication (2FA) on the PEAK Mobile App. Suitable for: Users who enabled 2FA via PEAK Mobile AppHighlight: During 2FA setup, the system now provides Recovery Codes that can be used to log in or disable 2FA if the 6-digit code cannot be received—ensuring uninterrupted access. 7. Added default contacts when creating a new company to reduce setup time. Suitable for: New company users who want to start quickly Highlight: The system automatically creates five essential default contacts commonly required by businesses, reducing initial setup steps and allowing immediate use. Default contacts created: Notes:

PEAK with the new function designed to enhance efficiency. 1. Added an Orders from Platform tab on the Lazada API connection page, making it easier to track document status in one place. Suitable for: PRO Plus package and above users who connect to Lazada via API Highlight: A new tab now displays Lazada order data directly on the API connection page, allowing users to instantly see which orders have been used to create documents in PEAK—helping monitor document status and API activity in one view. Notes: 2. Improved the General Ledger display to show full item descriptions for easier review. Suitable for: Users who frequently access the General Ledger menu Highlight: The ledger now shows full descriptions immediately without hovering. A collapse/expand option has also been added, making entries easier to read and speeding up data checks. 3. Enhanced Sales Summary Product/Service Report to support up to 1,000 entries for deeper analysis. Suitable for: BASIC package and above users who need more detailed sales reports Highlight: The Export Sales Summary Product/Service Report modal has been redesigned with display options of 100, 200, 500, or up to 1,000 entries for: This allows more comprehensive sales insights and analysis. 4. Added a Copy button in Products/Services and Contacts to duplicate data instantly. Suitable for: Users who frequently create similar items or contacts Highlight: A Copy button is now available on product and contact detail pages, allowing users to duplicate existing information to create new records faster while reducing manual entry errors. Products/Services Contacts 5. Added ThaID authentication for secure identity verification. Suitable for: Users who want stronger securityHighlight: ThaID authentication can now be enabled in User Information or Security settings. Users scan a QR code via the ThaID app when enabling or disabling authentication, increasing account protection and reducing security risks. Notes: 6. Added Recovery Codes for Two-Factor Authentication (2FA) on the PEAK Mobile App. Suitable for: Users who enabled 2FA via PEAK Mobile AppHighlight: During 2FA setup, the system now provides Recovery Codes that can be used to log in or disable 2FA if the 6-digit code cannot be received—ensuring uninterrupted access. 7. Added default contacts when creating a new company to reduce setup time. Suitable for: New company users who want to start quickly Highlight: The system automatically creates five essential default contacts commonly required by businesses, reducing initial setup steps and allowing immediate use. Default contacts created: Notes:

PEAK with the new function designed to enhance efficiency. 1. SMART Insight helps you stay ahead with alerts for upcoming due expenses documents—track them instantly from the home page. Suitable for: Basic package and above users who want easier tracking of expense document status Highlight:Expense documents are now included in Smart Insight on the home page. The system helps monitor documents that are approaching their due date or are overdue. When selecting an alert, users are taken directly to the relevant document list with the date range automatically set. Users can also define the time range and minimum document value they want to track—making payment follow-ups faster and easier. Supported documents: SMART Insight indicators: Notes: 2. Added a Reconciliation Status Dashboard in the Finances menu, so you can immediately see whether each payment channel has been reconciled. Suitable for: Accountants who perform reconciliations and want quicker visibility Highlight:A new dashboard in the Finance menu displays reconciliation status for up to 4 selected payment channels, shown in four clear statuses: Notes: 3. Added an Orders from Platform tab on the Shopee API connection page, making it easier to track document status in one place. Suitable for: PRO PLUS package and above users who connect to Shopee via API Highlight: A new Orders from Platform has been added to the Shopee API connection page, allowing users to track order status and document creation status in one place—making monitoring faster and more convenient. Notes: 4. Added Return Product Requisition in the Products menu for more accurate and systematic stock management. Suitable for: BASIC package and above users who use goods issue document Highlight: When items issued from inventory need to be returned, users can create a Return Product Requisition to accurately adjust stock levels. This document must always reference the original Product Requisition and supports inventory reports—ensuring clear tracking of stock movements. 5. Added notification alerts (bell icon) at the top-right when other users create, edit, delete, or comment on documents—so you can track changes instantly. Suitable for: All packages with multi-user collaborationHighlight: When another user creates, edits, deletes, or comments on a document created by someone else, a notification will appear at the top-right bell icon, helping teams stay aligned and track document activity in real time. Notes: 6. Increased the limit for bulk document printing and approved up to 100 documents per action, saving time on large workloads. Suitable for: All packages that need to print or approve multiple documents at onceHighlight: The system now supports bulk printing to PDF and bulk document approval for up to 100 documents per action (previously 20), significantly reducing repetitive steps and saving time. 7. Added tax item verification on the PEAK TAX page to reduce the risk of missing data before filing. Suitable for: PEAK TAX users Highlight: A tax verification step has been added before form creation, allowing users to review tax completeness during the approval stage—reducing the risk of missing data and increasing confidence before filing. 8. Added a gear icon next to the Settings menu for easier menu display settings configuration. Suitable for: All packages Highlight: A gear icon has been added next to the Settings menu. Clicking it redirects users to Menu Display Settings, allowing easy customization of which menus are shown. 9. Added Recovery Codes for Two-Factor Authentication (2FA) to allow login when the 2FA code is unavailable. Suitable for: Users who have enabled Two-Factor Authentication (2FA) Highlight: When 2FA is Turn On, the system provides Recovery Code that can be used to log in or Turn Off 2FA if the original authentication method is unavailable—ensuring continued access. Notes:

PEAK with the new function designed to enhance efficiency. 1. Updated default values and maximum ceiling for Social Security Fund to support calculations in accordance with the 2026 announcement. Suitable for: PEAK Payroll users Highlight: The system automatically updates the default values and maximum ceiling for employee/employer contributions to 875 THB, in line with the new 2026 social security ceiling. This ensures payroll calculations comply with the latest regulations without manual setup. Note: 2. Added an option to show or hide archived products/services on the report export page, allowing more accurate product reports. Suitable for: Users who need accurate product/service reports Highlight: The system now sets “exclude archived products/services” as the default option when generating reports. This makes reports clearer and more focused on actively used items. Note: 3. Improved display when selecting billing notes or payment summaries by showing the number of documents and the total amount, making it easier to review document values. Suitable for: Users who need to verify the total amount and number of documents before creating Billing Notes or Combined Payment Note Highlight: The system displays the total value of all selected documents on the pre-creation screen for Billing Notes or Combined Payment Note, and continuously shows the total in the bottom tab while selecting documents. This makes it easier and more reliable to verify totals before creating documents. Note: 4. Automatically adjusted the display of the business name in English when emailing documents from the Income & Expense menu, ensuring standardized documents and reducing manual edits. Suitable for: Users who operate the system and send emails in English Highlight: When using PEAK in English, the system will automatically display the business name in English when sending emails. This includes the email subject, sender information, and payment details—ensuring consistency and reducing manual edits. Note: 5. Updated menu navigation on Old PEAK to redirect actions to New PEAK, making it easier to record data on New PEAK. Suitable for: Old PEAK usersHighlight: The system has disabled creating, editing, and deleting documents on Old PEAK to ensure all critical business data is managed in a single system. Users can still view data as usual, but any menu related to data modification will redirect to New PEAK. Menus with editing disabled: Access New PEAK at: 6. Added an option to hide certain fields on the Income/Expense document creation page, simplifying document creation and reducing unnecessary information. Suitable for: Users creating a new business Highlight: The system updates the default settings for newly created businesses by hiding Deposit, Notes, Attachments, and Tags. This reduces the amount of information required, simplifies usage, and lowers document complexity. Note: