PEAK Update Function (EN)

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.

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.