PEAK Update Function (EN)

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.

PEAK with the new function designed to enhance efficiency. ✨ 1. Adding user selection for document approval request submission 📢 For users who create documents and need to send them for approval, they can now click ‘Send for Approval’ and select the users they want to approve. The system will then notify the users with approval rights about the document, allowing them to review and approve it. With this function, users can work systematically and create documents faster. Thank you for the suggestion, from Natwipa at Baby Swimming Center Co., Ltd. ✨ 2. Enhance advanced search functionality for daily journals including creation date, approval date, and review date 📢 For users who need to review daily journals, the system now includes advanced settings to allow users to easily check the creation date, approval date, and review date of each daily journal. ✨ 3.  Add advanced search functionality for document creation date and approval date 📢 For users who need to verify the creation date and approval date of documents, the system has added advanced settings in documents. This allows users to easily check each document’s creation and approval dates. ✨ 4. Adjust internal comments to display more user-friendly readability 📢For businesses with comments displayed in documents, the system automatically adjusts the text display easier for users to read the comments.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add “Fetch order by order number” button for Shopee/Lazada 📢 For businesses that integrate with Shopee/Lazada APIs, in cases where order data received from Shopee/Lazada is incomplete, users can click on the “Fetch order by order number” button to fetch data based on the order number. This allows the system to generate documents and automatically record accounts, providing convenience for users. ✨ 2. Add the option to set up payment channels to be displayed on the document page 📢 For businesses that primarily use specific payment channels for receiving or making payments, they can configure the preferred payment channels to be displayed during document creation. This helps save time in document processing and reduces repetitive tasks. Example the option to set up payment channels to be displayed on the document page ✨ 3. Add an option to display the amount of money recorded in the asset report 📢 For businesses requiring asset reports with the option to display account values and accumulated depreciation to be recorded in the system, users can select preferences to enable reports to show data, allowing them to preview the information that the system will record in the future. Thank you for your suggestions Rattanatirat, CHOKENAVIN COMPANY LIMITED. Sample asset report showing the amount of money to be recorded in the system ✨ 4. Add displaying information in the contact report 📢 For businesses requiring access to contact information in reports, the system has been updated to include account chart numbers and additional details related to the report. This enhancement allows users to access more detailed information ✨ 5.  Add a video tutorial on how to use the “Request Tax Invoice Link Setting” function to provide customers with tax invoices 📢 For businesses that want to use the function to set up links for customers to request tax invoices, you can watch a video tutorial on the program page so that users can use it efficiently. ✨ 6.  Added display of date, signature, and stamp to the withholding certificate on the 50 bis salary summary document (PEAK Payroll). 📢 Added display of important details, including the date, signature, and business stamp to enhance the completeness of the withholding certificate that will be sent to employees of the business to submit for annual taxes.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add the document type ‘Debit Note’ to generate Billing Note and Combined Payment Note 📢 For businesses that issue Billing Note and Combined Payment Note, the system has been enhanced to allow the selection of debit notes to generate billing note and combined payment note. Additionally, in cases where billing note and combined payment note need to specify the value to be charged for each product/service in each document, this can now be configured Thank you for the suggestion by K.Aunchalee, UNISOURCE LAND FILL Company Limited. An example of specifying the value to be charged for each product/service in each document ✨ 2. Add the display of product/service details in Billing Note, Combined Payment Note, and Tax Invoices generated from billing note 📢 For businesses that issue Billing Note and Combined Payment Note, the system has been enhanced to allow editing of the product/service information displayed on the document. This presentation adjustment ensures that Receipts/Tax Invoices issued from the billing note display product/service information to comply with the format of tax invoices as specified by the Revenue Department, in accordance with Section 86/4 of the Revenue Code. This facilitates easier access to product/service details for the recipients of billing note, combined payment note, and tax invoices Thank you for the suggestion by K.Worratham, A.P. EMBROIDERY Company Limited. An example of displaying product/service details in documents ✨ 3. Adjust default settings for creating multiple documents 📢 For businesses that use the function to create multiple documents, the system defaults to the number of items from 1 item to 5 items to reduce the steps of adding items when creating documents. ✨ 4. Add a video tutorial on how to use the PEAK Board 📢 For users who want to learn how to use the PEAK Board function, instructional videos are available on the program’s interface. This facilitates efficient utilization of the program

PEAK with the new function designed to enhance efficiency. ✨ 1. Add a function to generate invoices for customers 📢 For businesses that sell products to retail customers or individuals, the system will create a link and QR Code for the business so that customers who need a tax invoice can scan or click on the link and notify the information. When the customer fills in the correct information, the system will automatically create a contact list, create a receipt/tax invoice and send the document via email to the customer to help reduce the workload for the user. ✨ 2. Adjust the document import type selection page 📢 For businesses that use the document import function, the system will classify income, expense, and daily accounting documents. Users can choose the type of document they want more conveniently.

PEAK with the new function designed to enhance efficiency. ✨ 1. Adding an option to purchase additional user licenses on the subscription page 📢 For businesses looking to purchase additional user licenses, it is possible to buy extra packages along with extending the existing subscription. The expiration date for the additional package will align with the expiration date of the current subscription. The cost for adding users is 600 Baht for every 5 users per month and can be purchased with any subscription package. ✨ 2. Adding support for user registration and login with Microsoft accounts 📢 For businesses that use a Microsoft account for work and want to use the PEAK program, you can now register using your Microsoft account. This allows users with different account types to access the program. ✨ 3. Add a field for withholding tax conditions in the withholding tax report 📢For businesses that print withholding tax reports, the withholding tax report will display information on tax withholding conditions (withholding, single issuance, ongoing issuance). This will help users can check and use it more conveniently ✨ 4. Add functionality related to e-Tax Invoice (usable exclusively on the PEAK) 📢For businesses utilizing e-Tax Invoice, additional functionalities have been introduced (available on the PEAK only) as follows: 4.1 Can submit e-Tax Invoices with descriptions exceeding 256 characters If users enter a description exceeding 256 characters on the document page, they can still click ‘Submit e-Tax Invoice’ as usual. 4.2 Adjustments to documents with negative amounts can be submitted as e-tax Invoices For documents with negative amounts, such as those involving the use of deposit money, users can still click ‘Submit e-Tax Invoice’ on the document page. 4.3 Enable customers with English names to submit e-Tax Invoices In the case where users enter customer address information in English, whether the customer is located in Thailand or abroad, they can still click ‘Submit e-Tax Invoice’ on the document page. 4.4 Add the functionality to attach documents with electronic seals If users are connected to INET and submit e-Tax Invoices through the program, but the document page in the system does not yet have an attached certified document file, users can click to attach the e-Tax Invoice file. This allows the system to pull in the document and attach the file, enabling users to send the document to customers while waiting for it to be queued for submission to INET.

PEAK with the new function designed to enhance efficiency. ✨ 1. Adjust notifications and information displayed on the bell button 📢 The system has adjusted the notification format and information displayed on the bell in front of the program to help users communicate with each other more conveniently. The notifications are divided into 3 types as follows: ✨ 2. Add functionality to mention other users in the internal comment 📢 For users who want to mention other users in the comment box on the document. This can be mentioned by the system notifying other users at the bell to help users communicate with each other more conveniently. ✨ 3. Add the function to import files from SCB Business Net and UOB BIBPlus banks 📢 Businesses using SCB Business Net and UOB BIBPlus banking services can download statement files from the banks and directly import them into the system to update their bank balances immediately. This helps users work more conveniently Thank you for the suggestions from Daonapa of Adinas Travel and Tour Company Limited and Kanokporn of Digital Health Venture Limited ✨ 4. Adjust the formatting of printing reports, documents, and daily accounting records 📢 For businesses requiring report printing, The system adjusts the format for printing reports by adjusting the display of data, report type options, and additional options in the new report so that users can check the information they need before printing the report. ✨ 5. Adjust the display of contact reports 📢 For businesses printing contact reports, the information display in the Contacts report has been optimized by adding information related to contacts and individual contacts. So that users can use the data for further inspection and analysis. Thank you for the suggestion, from Alisa of Siam Smart Solutions Company Limited ✨ 6. Add an approval button for multiple documents on the daily accounting page 📢 For businesses needing to approve multiple daily accounts simultaneously, it is possible to approve a maximum of 20 daily accounts simultaneously. This feature helps users expedite their work processes

PEAK with the new function designed to enhance efficiency. 1. ✨ Importing files from FoodStory to record multiple sales transactions at once 📢 For businesses using the FoodStory platform, you can download sales files and create multiple documents through a simple file import process, saving time and reducing costs in document creation. 2. ✨ Add an option to copy documents from the expense side to the revenue side 📢 For businesses such as travel agencies or those that purchase goods before selling, when recording expenses, it is possible to copy expense documents to create revenue documents The system will only copy specific data groups such as categories, products, account charts, descriptions, and quantities to create new documents. This helps businesses save time in document creation. Thank you for the suggestions, from TS BOARDING HOUSE Co., Ltd. 3. ✨ Adjust the default setting to compare monthly financial statements retrospectively for the past 6 months 📢 For businesses wishing to view profit and loss statements, balance sheets, and cash flow statements, upon accessing the financial statements, the system will compare data on a monthly basis. It will display the current month’s data along with the data from the previous 5 months instantly. This feature aids users in easily accessing and comparing information. 4. ✨ Add a video tutorial on how to use PEAK Asset 📢 For businesses looking to learn how to use PEAK Asset features, they can watch instructional videos on the feature’s page. This helps users to self-learn and easily utilize PEAK Asset features

PEAK with the new function designed to enhance efficiency. New function update on November 29th, 2023 ✨ 1. Add document tagging function in case of multiple store connections via Shopee/Lazada 📢 For businesses connected to Shopee/Lazada with multiple stores, every order that sends data to our system for document creation will automatically generate documents and attach tags on the document’s front page. These tags will display the platform’s name and the store’s name that provided the data. This allows users to identify the document’s source and helps users find documents from tags more easily. ✨ 2. Add option to enable/disable automatic issuance of receipts in Pay Solutions 📢 For businesses connected to Pay Solutions, users can configure the system to enable or disable automatic issuance of payment receipts. Additionally, if the business is registered for value-added tax (VAT), they can set up the system to issue either receipts or tax invoices automatically by receiving payments on the document page, the system will record the payment received and generate payment receipts automatically. This function will help reduce the work steps for users.

PEAK with the new function designed to enhance efficiency. New function update on November 15th, 2023 1. ✨ Add the function to download P.N.D.1 tax filing forms at PEAK Payroll  📢 For businesses processing salary payments through PEAK Payroll and deducting withholding tax at source, after salary disbursement, it is possible to download the P.N.D.1 tax filing file (Text file) for transfer to the Revenue Department’s software (RD-Prep). This aids businesses in facilitating tax filing procedures. Thank you for the suggestions, from Tittima, Sornglin Brand Company Limited 2. ✨Add an option to enable/disable automatic issuance of receipts in SCB QR Payment 📢For businesses integrated with SCB QR Payment and Pay Solutions, users can configure settings to enable/disable the automatic issuance of receipts. Additionally, for businesses registered for Value Added Tax (VAT), settings for issuing receipts/tax invoices can be adjusted. When receiving payments on-site, the system will record the payment receipt and automatically generate a receipt, reducing user workload and streamlining processes 3. ✨Add a function for printing multi-entry daily journal 📢For businesses needing to print multiple daily journal entries simultaneously, a maximum of 20 entries can be printed at once. The output file will be in ZIP format, aiming to save time in document Download Processes Thank you for the suggestions, from Nalinrat, Body Shape Corporation Group Company Limited 4. ✨Enhance support for characters in remark documents up to 1,000 characters 📢For businesses using the PEAK platform and specifying remarks on documents, it is now possible to expand the previous 500-character limit to 1,000 characters and support up to 20 lines. This enhancement aims to provide businesses with more detailed information in document remarks Thank you for the suggestions, from Phanatporn, Charoensup Company Limited 5. ✨Add the display of information for cheque payments 📢For businesses involved in check payments and bank withdrawals or deposits, the system will display details of the deposit or withdrawal. This includes financial transaction channels and accounting record keeping. Users can access this information on the document page, facilitating easier data verification Thank you for the suggestions, from Onaree, Butler Security Services Company Limited 6. ✨Customizing Asset Group Reports at PEAK Asset by specifying the desired period between months. 📢For businesses printing asset registry reports, it is now possible to specify a date range. The generated reports will display more detailed information, including barcode codes, serial numbers (S/N), or asset storage locations, facilitating easier access to asset-specific details Thank you for the suggestions, from Rattirot, Chokenavin Company Limited