Update Function PEAK 06/08/2025

PEAK with the new function designed to enhance efficiency.

1. Krungsri Statement API now supported. Automatically sync daily bank transactions from Krungsri to PEAK — no more manual file uploads.
2. New document Timeline design. Clearer statuses, better visuals, and easier actions — all in one view
3. “Recent” tab now available. Quick access to the latest 100 created documents — no filtering needed

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✨ 1. Krungsri Statement API now supported. Automatically sync daily bank transactions from Krungsri to PEAK — no more manual file uploads

🧑‍💼 For: PRO Plus package users and above using Krungsri Bank accounts

🎯 Highlight: Eliminate manual work with daily automatic syncing of bank inflows/outflows

• Automatically fetch bank statements from Krungsri into PEAK every day
• Get notified each time a new statement is successfully imported
• View API connection status via icon in the Krungsri banking channel screen
• Redesigned connection interface for easier setup and better control
• Interested? Click here (฿100/account/month)

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✨ 2. New document Timeline design. Clearer statuses, better visuals, and easier actions — all in one view

🧑‍💼 For: All businesses managing a high volume of documents

🎯 Highlight: See all document statuses at a glance in one place to save time and boost efficiency

• Colored boxes instantly show document status:
  • Orange: Draft / Pending Approval
  • Blue: Approved but payment not yet received
  • Green: Approved and payment received

• Add “+” button to quickly create new documents
• Complete info shown in each box: document name, number, status, amount
  • Displays linked documents (e.g., deposit applied, payment summary, credit note)
  • Expand view with one click to see related documents
  • See how much has been referenced and what percentage has been used

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✨ 3. “Recent” tab now available. Quick access to the latest 100 created documents — no filtering needed

🧑‍💼 For: Any business generating lots of documents daily

🎯 Highlight: Instantly view recently created items without wasting time searching by date — ideal for businesses with frequent backdated entries

• New “Recent” tab added to Income, Expense, and General Ledger tables
• Displays the 100 most recently created documents
• Instantly searchable within the “Recent” tab
• Need advanced search? System will automatically redirect to “All” tab