PEAK Update Function (EN)

PEAK introduces a new Update Function PEAK PREMIUM Package designed to enhance business efficiency. ✨ 1. Add support for Multi-document payment processing with text file export for SCB and KBank uploads. 📢 For businesses using the Premium package integrated with SCB (SCB Anywhere) and KBank (K Cash Connect Plus), users can now select multiple expense documents, purchase invoices, or payment summaries with “Pending Payment” status to process multiple payments efficiently. When processing multiple payments, the system will: This feature simplifies multi-document payment processing and speeds up transactions. ✨ 2. Add document issuance settings from quotations and improved purchase order configurations with customizable conditions. 📢 PEAK Update Function new configuration settings for quotation documents, allowing users to set the following: Additionally, the system has enhanced purchase order document settings, allowing for more customizable conditions: This update allows users to define customizable conditions for creating quotation and purchase order documents as needed. ✨ 3. Add the creation of a “Purchase Request” document to streamline procurement processes and improve internal controls. 📢 For Premium package users can now create Purchase Requests (PR) to manage internal purchase requests for goods/services more efficiently. Additionally, the Purchase Request can be directly referenced to create a Purchase Order (PO). The system introduces the following new features related to Purchase Requests: New document statuses for Purchase Requests: This update helps streamline the internal document management process within the organization.Note: Issuing a Purchase Request does not affect tax calculations, payments, accounting, or inventory in the system. Example of Purchase Request PEAK (Online View) Example of Purchase Request Statuses ✨ 4. Add accounting configuration for Invoice Receipt (IR) and Goods Receipt (GR) documents, allowing more flexible bookkeeping. 📢 PEAK Update Function : The system now allows users to customize the default accounting entries for Invoice Receipts (IR) and Goods Receipts (GR). Users can set their own default account numbers. When the IR/GR account structure is configured, the system will automatically apply the default account number for the respective contacts, ensuring that the accounting entries follow the organization’s standards and reducing errors. Note: By default, the system will record the accounting entries for GR/IR documents under account 212305 – Other Accrued Expenses. Example of setting up IR/GR PEAK document recording in contacts ✨ 5. Add default status settings for journal entries for better workflow control. 📢 Businesses can now customize the default status for journal entries created automatically by the system. Previously set to “Pending Approval” by default, users can now choose between: This also applies to system-generated depreciation entries, providing better control over journal entry review processes. ✨ 6. Add control for canceled document number settings to prevent the reuse of document numbers. 📢 For businesses that need to control duplicate document numbers, the system introduces a new setting to manage whether canceled document numbers can be reused. Users can choose between: This setting applies to income/expense documents and journal entries, reducing confusion and preventing errors in document numbering. 👉 Try PEAK’s new features today and experience a more efficient and user-friendly workflow!

PEAK introduces a new Update Function PEAK designed to enhance business efficiency. ✨ 1. New option to generate documents from quotations/purchase orders with automatic balance tracking. 📢 When creating invoices or receipts from quotations/purchase orders, the system now allows users to immediately view the latest balance of the quotation/purchase order. Users can select data from the quotation/purchase order to generate documents in three ways: To help users track and manage documents more easily, the system has updated the status of quotations/purchase orders as follows: This update helps users better manage and track document issuance efficiently.Note: Existing quotations will now be labeled as “Accepted.” Example of Quotation Statuses ✨ 2. Option to consolidate multiple purchase orders into a single receipt for easier management and time savings. 📢 The system now allows users to configure the receipt generation settings to consolidate purchase orders from the same day into a single receipt. The system records the receipt based on the selected “document issue date” and groups items with identical product codes and prices together. For discount amounts from the store and delivery fee income, the system will combine all purchase orders into one item.  The document issuance is divided into two scenarios: This feature is ideal for accounting firms that need to consolidate daily transactions or stores that already issue receipts in bulk. It reduces the number of receipt documents, making reporting and tax management easier. ✨ 3. Default accounting setting for high-value payments adjusted to “Bank Fees” to simplify bookkeeping. 📢 For businesses needing to adjust bank fees for high-value payments, the default chart of accounts has been updated from “999999 Suspense Account” to “530501 Bank Fees”. This reduces the risk of errors, improves accounting accuracy, and minimizes the need for later adjustments. Update Function PEAK introduces new features designed to streamline workflows and provide greater control. 👉 Try PEAK’s new features today and experience a more efficient and user-friendly workflow!

PEAK introduces a new Update Function PEAK designed to enhance business efficiency. ✨ 1. Update New Daily Journal entry status system for better internal control and ease of use. 📢 Accountants can now record and review journal entries more systematically. The system introduces the following status updates: Each status affects financial records differently: Additionally, the system updates labels for users involved in the process:  Additionally, the positions of reviewers and approvers in the online document view have been adjusted for better clarity and workflow tracking. Note: Example statuses of the transaction creator on the journal entry page. Example statuses of the transaction creator on the document page (Online View). ✨ 2. Add an Automatic file saving when importing Excel files and the ability to re-download original files for edits. 📢 When users create documents by importing Excel files, the system will automatically save the uploaded file. Users can easily review imported data and re-download the original Excel file for edits, eliminating the need to redo work and improving efficiency. ✨ 3. Implement Automatic addition of price and discount details from Shopee orders in document notes for more accurate sales tracking. 📢 When importing data from Shopee, the system now automatically includes price and discount details in the document notes. This ensures that sales details are fully recorded, reducing errors and improving order management efficiency. ✨ 4. Revamped the “Finance” section for clearer cash flow visibility and improved usability. 📢 For accountants, the system has been redesigned for better financial data management, including: PEAK Focuses on Enhancing User Experience with New FeaturesPEAK remains committed to continuously improving its platform to help businesses manage their operations more efficiently. The latest Update Function PEAK introduces new features designed to streamline workflows and provide greater control. 👉 Try PEAK’s new features today and experience a more efficient and user-friendly workflow!

PEAK with the new function designed to enhance efficiency. ✨ 1. Add Email Notifications for Every Login Attempt. 📢 PEAK now sends an email notification every time a user successfully logs in. The email includes the date, time, and device used, helping users monitor account security more easily. Notifications are sent only when a login action is performed. ✨ 2. Add New options for report types, header positioning, and additional data display in the journal report print view for more detailed insights. 📢 For accountants who need to print journal reports, PEAK now offers additional options for selecting the type of journal report, include: The key differences between the Basic and Detailed report types include: Descriptions in the report are pulled directly from journal entry descriptions. Additionally, account codes and sub-accounts are now displayed, making it easier to use and analyze financial data. ✨ 3. Business Dashboard now supports up to 5 years of historical data. 📢 The Business Dashboard, accessible from the main menu and income/expense overview, now allows users to view data for up to 5 years. This update provides a more comprehensive view of financial trends and facilitates better analysis. ✨ 4. Improved AI-powered bank reconciliation for greater accuracy. 📢 PEAK’s AI-powered bank reconciliation has been enhanced to minimize errors, ensuring more accurate matching of transactions. This improvement saves time, boosts efficiency, and increases confidence in financial management. Key reconciliation rules: To enhance convenience and make bank reconciliation easier than ever. Learn more about bank reconciliation at: Bank Reconciliation at PEAK ✨ 5. Import journal entries with category grouping. 📢 Users can now import journal entry files with category grouping, similar to income/expense documents. Categories can be selected from active category groups, offering greater flexibility and convenience in accounting management. Example of Daily Journal Import.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add Formula Calculation in the Quantity and Price Fields on Income-Expense Documents. 📢 For businesses issuing income-expense documents, entering an “=” symbol in the quantity or price field will trigger an automatic calculation function. For example, typing =100+50 will automatically compute and display 150, making data entry more convenient. ✨ 2. Add Usage History for Each Product/Service for Easier Tracking. 📢 The system now records the creation, modifications, and sales price history of each product. Users can review past product details for better tracking and data accuracy. ✨ 3. Enhanced the system to Automatically Document Updates When Modifying Tax Invoices for Better Data Accuracy. 📢 When users add a tax invoice to an expense document, the system will automatically update the relevant document, ensuring that the latest data is displayed correctly. ✨ 4. Add Hyperlinks in Withholding Tax Reports from PEAK TAX for Quick Access to Documents. 📢 Withholding tax reports downloaded from PEAK TAX now include direct hyperlinks to the corresponding tax documents. This allows users to access information quickly, reducing search time and improving workflow efficiency. ✨ 5. Add Support for Income Type 40(2) in PND 1 Kor Forms on PEAK Payroll to Reduce Tax Errors. 📢 PEAK Payroll now correctly displays income types 40(1) and 40(2) in PND 1 Kor forms, ensuring accurate tax filing and minimizing errors in tax document preparation. ✨ 6. Add User Mentions in the Journal Entry Comment Box for Better Communication. 📢 Users can now mention others in journal entry comments. The mentioned user will receive a notification via the bell icon, improving communication and collaboration within the system. ✨ 7. Add Draft Saving for Credit Notes with Document References to Prevent Errors. 📢 Users can now save draft credit notes before finalizing them. Draft credit notes will appear in the Document Reports and Accounts Receivable Aging Reports as if they were finalized, allowing for better review and error prevention before submission.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add a “Download Text File for RD Prep” button to the payroll summary page in PEAK Payroll. 📢 For businesses using the PEAK Payroll feature, users can now directly print a Text File for submitting P.N.D. 1Kor tax forms from the payroll summary page. The Text File supports both income types 40(1) and 40(2) and includes an updated file naming format for better clarity. This functionality allows users to easily transfer the file to RD Prep, streamlining the tax submission process and enhancing convenience. ✨ 2. Include a new field for “Tax Invoice No.” on the expense entry page created from bank reconciliation items to make tax management more convenient. 📢 Users can now register tax invoices and specify the accounting entry date directly when creating expense documents (EXP) from the bank reconciliation page. This feature enhances completeness and convenience in managing tax and accounting documents more efficiently. ✨ 3. Add a button to configure the display format of the financial position statement to match the new standards set by the Department of Business Development. 📢 For PRO Plus packages and above, the system introduces a new button for customizing the presentation of the financial position statement. Users can group accounts according to the new format specified by the Department of Business Development (DBD). Additionally, the system supports exporting financial statements in Excel format, enabling seamless presentation and alignment with the official submission requirements. This feature provides greater flexibility and ensures that financial statements are prepared and presented professionally while adhering to the latest standards. Example of Display Settings Page. ✨ 4. Introduce an option to toggle the display of inactive account groups on the financial position statement, ensuring complete data visibility. 📢 For Basic and Pro packages, users who wish to adjust their financial position statement to align with DBD’s requirements can now view a complete statement displaying all account groups, including accounts with a balance of 0. This feature ensures that the financial position statement presents comprehensive account group data while adhering to DBD’s financial statement format. Additionally, users can print reports with account group headings, making it easier to adjust and prepare financial statements for submission. ✨ 5. Adjust the purchase tax invoice report to display only the value of goods/services with VAT, making tax review easier. 📢 For businesses registered for VAT, the purchase tax invoice report in the Revenue Department’s format has been updated to display only the value of goods or services with 7% VAT, excluding amounts without VAT. This enhancement improves accuracy, making it easier for users to manage tax data and reducing confusion when reviewing VAT amounts. ✨ 6. Add a usage history feature for each financial channel to allow easier tracking and verification of transactions. 📢 The system now includes a feature to view the transaction history for each financial channel. It records the creation and modification history of transactions, allowing users to review past transaction details independently. This feature helps reduce errors and enhances confidence in financial management. ✨ 7. Enhance the printing options for the general ledger report to display only accounts with balances, simplifying the review process. 📢 The system now includes an option before printing the trial balance report, allowing users to choose to display only accounts with a remaining balance. Accounts with a zero balance will not be shown in the report. This feature helps eliminate unnecessary data, making it more convenient and faster to review the details.

PEAK with the new function designed to enhance efficiency. ✨ 1. Added deduction options in PEAK Payroll to improve the accuracy of employee tax calculations. 📢 For businesses using PEAK Payroll, the system now allows users to add other deduction items in the withholding tax calculation section for each employee’s profile. This enhancement ensures more accurate and convenient tax calculations. Additionally, the system displays estimated monthly withholding tax information on the payroll document page, helping businesses manage deductions and calculate employee withholding tax more efficiently. Note: This function doesn’t yet support specifying deductions when importing employee data. Thank you for your suggestions. K.Panisara,  Eung Tong Kee Co., Ltd. ✨ 2. Enhanced PEAK Tax with new functions for faster and more detailed tax management and verification. ✨ 2.1 Added a check button and notifications on the tax filing selection page. 📢 The system has added a check button on the tax filing selection page and enhanced the display for identifying irregularities. Flags in two colors will be shown as follows: In the tax information review details, the system will notify users of the number of items requiring attention under each flag. This helps users gain a clearer understanding of the specific details that need review. ✨ 2.2 Added settings to enable/disable the automatic data retrieval feature. 📢 Users can enable or disable the automatic data retrieval feature as needed. When creating a document, the system will automatically pull sales and purchase tax items into PEAK Tax immediately. Additionally, tax data will be updated automatically whenever a document is edited or deleted. This ensures that the data in PEAK Tax aligns with the PEAK system, reducing errors and making tax management smoother and more efficient. ✨ 3. Enabled batch printing of withholding tax certificates and envelopes for up to 20 items at a time, improving convenience and document management efficiency. 📢 For users who need to manage documents quickly, this feature allows printing of withholding tax certificates and envelopes for up to 20 items at a time. This makes handling large volumes of documents easier, reduces processing time, and enhances convenience in daily tasks. Thank you for your suggestions. K.Panadda, ONE EN ONE Co., Ltd. ✨ 4. Added a page displaying API usage information connected to PEAK, making it easier to track and monitor integrations in detail. 📢 For users utilizing APIs, this feature adds a page to display API usage information for partners using PEAK’s Open API. Users can view:   The system will display API data sent to PEAK from the following systems:   This enhancement helps users easily access API connection data, providing transparency and improving data management efficiency. ✨ 5. Added options for mapping purchase and sales accounts to products/services, providing more flexibility for businesses. 📢 For businesses that need to adjust accounting entries to match their operations, the system has been developed to allow more flexible configuration of the chart of accounts for product/service purchases. This feature helps businesses configure and manage their accounting policies according to their needs, enhancing both efficiency and accuracy in managing product and service accounts in the PEAK system. Thank you for the suggestions from 168 Accounting and Tax Co., Ltd. Example of service account linking configuration: ✨ 6. Adjusted notifications for journal cancellation to make it more convenient to review information before cancellation. 📢 When a user clicks to cancel a journal entry, the system will notify them before proceeding with the cancellation. The notification will include an explanation to help users understand the impact of canceling the journal entry. Additionally, a checkbox will be added, allowing users to select whether to cancel the documents related to the journal entry. By default, when the user clicks to cancel the journal entry, the checkbox will be automatically selected. This feature enhances convenience, accuracy, and control in the journal cancellation process.

PEAK with the new function designed to enhance efficiency. ✨ 1. Updated the user guide links on the PEAK interface to make getting started easier. 📢 For All Businesses: Improved User Guide Links on the Program Dashboard. The system has updated the user guide links on the program dashboard, allowing users to access guides for new users and search for manuals on various features independently. This enhancement helps users navigate and utilize the program more conveniently. ✨ 2. Enhanced the PEAK Tax feature for more convenient tax processing and improved detail verification: 2.1. Improved display of form submission and payment details. 📢 For businesses that generate tax forms in PEAK Tax, the system has adjusted the details page after creating a tax form to provide specific information about that tax form, including the submission and payment details. This allows users to conveniently record tax closures and tax payments. 2.2. Added a log for closed tax entries. 📢 The system now displays details of the amounts to be recorded as debit and credit, allowing users to review the information before closing the tax record. Additionally, if there are no transactions in the tax period, the system will display the amount as 0. ✨ 3. Introduced API integration with JUBILI CRM to enhance the sales team’s efficiency. 📢 For businesses using the Pro Plus package and looking for a CRM program to streamline workflows and enhance convenience and efficiency, the system now integrates with JUBILI via API. JUBILI offers features that cover every step of the sales process, including efficient result analysis. The data JUBILI will send to PEAK includes: ✨ 4. Added a “Reject” option for the quotation acceptance status to help manage documents more effectively and clearly when a quotation is not approved or accepted by the customer. 📢 For all businesses issuing quotations, the system has added a “Reject” option to the acceptance status on the quotation page. If a quotation is rejected or not approved by the customer, the status can be changed to “Rejected.” Quotations with a “Rejected” status will have the following updates: These updates aim to improve document management for all businesses and help organizations analyze their team’s sales conversion rates more effectively. Example of a document with “Rejected” status: ✨ 5. Added support for importing K PLUS SME PDF files for current accounts (basic format) to streamline bank reconciliation. 📢 The system has added support for users to import K Bank PDF files in the format of current accounts (basic type) for bank reconciliation. ✨ 6. Enabled the creation of entries in the bank transaction channel for easier financial management. 📢 For all businesses, the system has added a function that allows users to create various entries through the bank transaction page, including: This enhancement helps increase efficiency in creating entries, making the process easier and faster.

PEAK with the new function designed to enhance efficiency. ✨ 1. Developed the bank reconciliation function to enhance work efficiency and convenience. 1.1 Improved the display of information on the reconciliation page for better readability. 📢 For businesses using the bank reconciliation function, the system has been updated to enhance the display on the reconciliation page, allowing more information to be shown. The updates include: These improvements aim to boost efficiency and make data review more convenient and faster. 1.2 Ability to create new transactions directly from the reconciliation page. 📢 For businesses using the Premium, PRO Plus, and Trial packages, that perform bank reconciliation and need to make transactions, the system now offers additional options to create transactions directly from each deposit/payment entry. Users can click the options button (three dots) or right-click to perform actions immediately through the bank reconciliation page. The available options include: These features are designed to streamline document management and enhance efficiency in bank reconciliation processes. ✨ 2. Added the PEAK Payroll system to streamline payroll processing and reduce manual steps. 2.1 Add new employees directly on the payroll processing page. 📢 The system now includes an “Add New Employee” button on the payroll processing page. Users can conveniently add new employee information directly from the payroll page, streamlining the workflow and improving efficiency. 2.2 Adjust accumulated income calculations to be based on a cash basis. 📢 The system now adjusts the calculation of accumulated income displayed on payroll slips. It will calculate based only on payroll payment documents with a “Paid” status. Additionally, a notification has been added to the payroll payment page to inform users about the new calculation criteria. This enhancement ensures that the information is accurate and aligns more closely with the cash-based principle. Example of a Notification Regarding Cumulative Income Calculation. 2.3 Add the option “Income Type 40(2)” on the additional income adjustment page and display it in Form 50 Bis on the payroll summary page. 📢 The system now includes an option for income type 40(2) on the Additional Income page. Users can edit each additional income item by specifying whether it falls under income type 40(1) or 40(2). When generating the year-end payroll summary, the system will automatically pull the data and display income type 40(2) items on the Withholding Tax Certificate (Form 50 Bis) page. This enhancement ensures greater accuracy in managing tax data. Example of Form 50 Bis with income type 40(2). 2.4 Support displaying “Income Type 40(2)” in the tax submission file. (PND.1 Text File) 📢 The system now updates the tax filing Text File for P.N.D. 1 to support income type 40(2) in addition to 40(1). This improvement enables users to file taxes more conveniently and accurately by including both income types in the submission. Example of a Text File with income type 40(2). ✨ 3. Developed the functionality to apply deposit receipts/payments for settling more than one document. 📢 For businesses using deposit receipts/payments, the system now supports applying these documents to offset payment/receipt transactions. Users can choose to apply deposit receipts/payments in two ways: When selecting deposit receipts/payments for offsetting, users can modify the amount and related tax values. On the deposit details page, the system will display the number of deposit documents applied for offsetting, the applied amounts, and the remaining deposit balance for future use. For example, if a deposit receipt is issued and the customer makes partial payments in multiple installments, the system will accurately track these payments.This feature enhances convenience and flexibility in managing deposit receipts and offsetting payments, ensuring efficient financial operations. Example of Deposit Information Display on the Document Page. ✨ 4. Improved the Product/Service Import functionality to simplify data management. 4.1 Add the option “Update Existing Products” to modify current data. 📢 For businesses that need to modify product/service information already in the system, you can now import the “Edit Existing Products” file. This feature allows users to update product/service information efficiently, and the system will automatically update the records. The imported file consists of 3 Sheets: For the products/services you modify, the Product ID must match an existing ID in the system. If a product/service ID does not exist in the system, the file import will fail. This ensures accurate and seamless product/service data management, helping reduce errors and maintain operational efficiency. Example of the “Edit Existing Products” Import File. 4.2 Add new columns in the product/service import file to align with system data requirements. 📢 The system now clarifies the descriptions and required information for importing files, ensuring better accuracy and transparency. Additionally, the product/service import file now includes an SKU column for integration with popular platforms like Shopee, Lazada, and TikTok Shop. If you input an SKU from these platforms—even if it hasn’t yet been configured—the system will automatically activate the SKU upon import. To ensure smooth and efficient data management, the system limits imports to 1,000 items per batch. This helps prevent errors and ensures reliable handling of large datasets. ✨ 5. Improved the Contact Import functionality to make data management more convenient. 5.1 Add the option “Update Existing Contacts” to modify current data. 📢 For businesses that need to modify contact information already in the system, you can now use the “Edit Existing Contacts” import file. This allows users to efficiently update contact details, and the system will automatically refresh the contact information. The imported file is divided into 3 sheets: Contact ID: Must match an existing ID in the system for updates to work correctly. If the contact ID does not exist, the system will reject the file import. By requiring matching IDs, this ensures accurate and seamless management of contact information while minimizing errors. Example of the “Edit Existing Contacts” Import File. 5.2 Add new columns in the contact import file to align with system data requirements. 📢 The system now clarifies descriptions and specifies the required information for importing files to ensure better accuracy. Additionally, the import file for contacts now includes new columns for […]

PEAK with the new function designed to enhance efficiency. ✨ 1. Restricted access to certain features for users who have not yet verified their email to enhance data security. 📢For users who have not yet verified their email, access to certain key features will be restricted, including: These restrictions help prevent the use of invalid email addresses, reduce the risk of sending data to unauthorized parties, and enhance data security. ✨ 2. Added monthly comparison figures on the main Dashboard to make it easier to track performance. 📢For businesses that need an overview of income and expenses on the main menu dashboard, the system now includes monthly comparison figures. The display works as follows: This feature allows users to clearly and quickly analyze differences in financial data. ✨ 3. Included the “Classifications” section from the Apply All in the multi-document creation page to reduce workflow steps. 📢For businesses using the Pro Plus package or higher, you can now assign classification groups to multiple documents simultaneously. This can be done via the “Apply All” button on the multi-document creation page, helping reduce repetitive tasks and improve workflow efficiency. Note: This function does not support assigning classification groups through importing documents via Excel files. ✨ 4. Added a “Set up display” button on the Income Statement page to customize data presentation as needed. 📢For businesses using the PRO Plus and Premium packages that need to customize data presentation in the Income Statement, the system now includes a “Set up display” button. Users can adjust the following: This feature allows financial statements to be tailored to desired formats and ready for immediate presentation. Users can also reset the display to the system’s default settings, providing flexibility in Profit and Loss Statement customization. Example of customized Profit and Loss Statement display adjustments. ✨ 5. Introduced new functions related to Deposit Document for greater convenience. 5.1 Enhanced the Easy Edit functionality on Document pages. 📢The system now includes an Easy Edit feature, allowing users to edit document details directly from the document page. This reduces workflow steps and makes document management more convenient and efficient. 5.2 Enabled issuing Credit Notes directly from Deposit Documents. 📢Users can now issue Credit Notes based on Deposit Receipts or Deposit Payments, making it more convenient to process refunds or adjustments related to Deposits. However, Credit Notes issued with Deposit references cannot include returned goods. When issuing a Credit Note from the deposit page, the system will add an information tab and display the Credit Note in reports, ensuring users can access complete and clear data. 5.3 Facilitated the use of Deposit Receipts/Payments to generate Billing Note or Combined Payment Note. 📢Users can now directly generate Billing Note from Deposit Receipts and Combined Payment Note from Deposit Payments. This streamlines document management and improves organization. On the Billing Note/Combined Payment Note page (Online View), Deposit information will be displayed. Additionally, deposit details will be included in Billing Note and Combined Payment reports, enabling users to view and analyze data with greater accuracy and completeness.

PEAK with the new function designed to enhance efficiency. ✨ 1. Added a function for recording receipts/payments to increase flexibility in recording income/expense transactions. 1.1 Added the option to select sub-accounts No for recording receipts/payments. 📢For businesses requiring detailed accounting adjustments, users can now record transactions by selecting sub-accounts No directly from the receipts/payments entry page. For applicable ledger accounts, such as Other Receivables or Other Payables, users can specify sub-accounts No, ensuring that journal entries are accurately and fully recorded in the appropriate sub-accounts. This feature streamlines the accounting adjustment process and enhances work convenience. 1.2 Added the ability to edit amounts, ledger accounts, and sub-accounts No. 📢For businesses seeking convenience in modifying receipt/payment entries, once a receipt/payment transaction is recorded, users can easily edit amounts and add or remove entries, provided the total amount remains consistent with the original. Additionally, users can select specific entries to adjust through the Easy Edit page, making data updates more convenient, complete, and accurate. Note: Editing is not available for receipt/payment transactions made by check. ✨ 2. Added an option to customize data display in income and expense report documents, allowing for flexible report formatting as needed. 📢For businesses needing to print income/expense report documents, users can customize the report format and select data display options to suit their needs, providing more comprehensive details such as currency, exchange rates, payment/receipt channels, information on the document creator and approver, classification groups, and deposit deductions.This customization ensures that the report aligns with the specific data requirements. ✨ 3. Adjusted the tax invoice registration field and added a date field for tax invoices to facilitate easier data entry and tracking of tax record entries. 📢For businesses that need to register tax invoices, the system has updated the tax invoice registration process as follows: Additionally, if a document is created without specifying a tax invoice, the system will automatically notify the user on the document page, enhancing the efficiency and convenience of data entry. Example of the Tax Invoice Information Page. Example of a notification when a document is created without specifying a tax invoice. ✨ 4. Added the display of “Tax Invoice Number” on the combined payment document page (Online View) to enhance the convenience of data verification. 📢For businesses using the Pro and PRO Plus packages, if you want to view the tax invoice number details on the combined payment document page (Online View), users can choose to display or hide the tax invoice number as needed. This feature helps make the tax invoice verification process more convenient. Example of displaying the tax invoice number on the document page (Online View). ✨ 5. Added the ability to view the usage history for each contact, making it easier to track data modifications. 📢For businesses that need to view usage history, the system will display the activity related to each contact on the contact page. This includes actions such as creating contacts, editing, enabling/disabling access, and attaching files, whether from the website or via API integration. The system will show all relevant activity for the contact, with data available for up to 5 years, allowing users to easily track the reasons behind data modifications. Thank you for the suggestion by K.Kamonthip from Sellsuki Co., Ltd.

PEAK with the new function designed to enhance efficiency. ✨ 1.  Enable the transfer of Super Admin rights to other users independently, for easier permissions management. 📢 For Super Admin users, the system now includes an option to transfer Super Admin rights to another user directly through the user permissions settings page. The Super Admin can click on the options (three dots) next to a user’s name and select ‘Transfer Super Admin’ to assign the role to a chosen user. The system will automatically change the original Super Admin’s role to Admin, while the selected Admin becomes the new Super Admin. An email notification will be sent regarding the transfer. The recipient of the transferred rights must already hold an Admin role. This feature enhances convenience in permissions management and provides greater flexibility in transitioning Super Admin responsibilities within the organization. ✨ 2. Added options to enable or disable the ‘Secondary Color for’ and ‘Border Color for Document’ in the document color settings, enhancing document clarity when printed on continuous form. 📢 For businesses that print documents using continuous paper printers, the system now includes options to enable or disable ‘Secondary Color for’ and ‘Border Color for Document’ in the document color settings. This allows users to print documents with enhanced clarity when using continuous paper. These color options can be enabled in the settings page to improve the visibility of critical information on each document page, ensuring that document printing in the PEAK system aligns with the company’s document design and branding preferences. Thank you for your suggestion By F TO S CO., LTD. 📢 Suitable for businesses that extend credit to clients, this feature allows users to set credit limits for each contact when issuing deposit receipts. This enables users to establish appropriate limits for each client. If a document is created with a total exceeding the set limit, the system will notify the user or prevent the creation of the deposit receipt. This enhances the efficiency of managing accounts receivable for the business. ✨ 3. Add a field to select the ‘Merchant Discount’ chart of accounts on the e-Commerce sales import page for easier account mapping. 📢 For businesses importing e-Commerce sales files, the system now includes a field for specifying discounts to align with API integration. Users can directly specify the chart of accounts for recording discounts on the sales file import page, making it easier to record discounts during data import from platforms in compliance with the company’s accounting policies.