PEAK Update Function (EN)

1. Added document editing, approving, and voiding via PEAK MCP for end-to-end document management. Package: PRO Plus and above Suitable for: Users connected to AI Assistants System Updates: The system added new sets of tools (Tools) in the MCP system (Model Context Protocol), including editing (Edit), approving (Approve), and voiding documents (Void Document) for various document types from originally 33 Tools to a total of 51 Tools, helping AI Agents follow instructions and manage document statuses more completely. Benefits of Use: Work conveniently by giving instructions through AI Assistants to edit, approve, or void documents immediately. Secure with a data-locking system of the same standard as PEAK, helping to reduce working time and elevate fully automated accounting management. 2. “Regular Customer” tracking system with Smart Insight alerts to keep sales from dropping and never miss any sales cycle. Package: All active packages Suitable for: Business owners and sales teams System Updates: Benefits of Use: Instantly know regular customer movements when they start buying slower than usual. Helps sales teams follow up in a timely manner, eliminates the problem of forgetting to issue invoices or track amounts, and helps view the overall picture and purchase statistics for each regular customer in one place to plan sales more precisely. 3. Added printing for Financial movement and Stock movement on the report summary page, making report printing more convenient than before. Package: e-Document and above Suitable for: Accountants and System Administrators (Admins) System Updates: Added “Financial Movement Report” and “Stock Movement Report” reports into the Report Summary menu, along with adjusting the report printing page to add Dropdown fields for choosing financial channels or choosing products/services/bundles conveniently right from the report summary page. Benefits of Use: Pull reports faster and more conveniently without having to click into sub-pages for each individual bank account or product item. Able to view and export all key reports comprehensively from a single central report center. 4. Manage stock and accounting faster with the new cost of goods sold calculation system. Package: All active packages Suitable for: Businesses with product sales, inventory departments, purchasing departments, and accountants System Updates: The system adjusted the processing model on the “Inventory Movement” page to work more efficiently. The system will process product lot data only when entering to use this page directly, helping reduce unnecessary background tasks while issuing general documents. As a result, screen displays for remaining product quantities, cost of goods sold accounting records, and various inventory reports can process quickly and remain accurate at all times. Benefits of Use: Elevates agility across the entire system! Helps overall usage run faster. Issue sales documents, record cost of goods sold accounting entries, and check remaining product balances smoothly without interruption, while supporting specific product lot data retrieval immediately when needed.

1. Attach input tax files via SMART Key, and scan them directly into purchase tax invoices. Package: e-Document package and above Suitable for: Business owners and accounting teams who want to record and scan them directly into purchase tax invoices conveniently and quickly. System Updates: Added the “Purchase Tax Invoice” option to the file attachment page of the File Vault. Integrated with SMART Key to automatically scan and read tax invoice numbers, where the system will screen and show only documents pending purchase tax invoice registration for precise linking. Benefits of Use: Helps register existing purchase tax invoices more conveniently and quickly, reduces errors from manual data entry, and saves time searching for documents. 2. Automatically scan receipts with AI via the purchase/expense creation page, recording documents faster. Package: e-Document package and above Suitable for: Entrepreneurs and accountants who want to save time recording expenses. System Updates: Added a file selection page to the expense and product purchase recording page. Simply upload or or drag and drop document files, and SMART Key will read data, scan numbers, line items, and contacts automatically, filling in various fields immediately without needing to type manually. Benefits of Use: 3. Added visualized financial statement displays (Visualize), making financial statements easier to read, understand, and see the business overview instantly. Package: Basic package and above Suitable for: Business owners and accountants who want to analyze financial data quickly. System Updates: Added diagram/chart visualizations to both the Statement of Financial Position and Income Statement, transforming complex financial data into clear, easy-to-understand charts that display assets, liabilities, equity, as well as revenue structures, costs, and net profit. Benefits of Use: Transforms long numerical data tables into easy-to-read chart diagrams, helping you see financial proportions and trends instantly, and helping business owners use data to plan and make precise decisions.

1. Connect to PEAK MCP today! Issue documents and retrieve accounting data more easily with AI. Package: PRO Plus package and above Suitable for: Users who want to bring AI Assistants (such as ChatGPT, Claude, Gemini) to help manage and record accounting data. System Updates: Added a PEAK MCP connection page under External System Connection Settings. The system will automatically generate a User Token along with a copy code button to connect immediately, and added a Dashboard page summarizing usage along with a quota tracking system and credit usage history. Benefits of Use: Makes using accounting APIs easy without needing to write complex code. Simply give instructions via an AI Assistant to create documents, record accounting entries, or retrieve data to use conveniently, quickly, and more accurately. 2. Supports Chart of Accounts importing, no need to waste time manually typing item by item. Package: Basic package and above Suitable for: Accountants and entrepreneurs who need to create or set up a new chart of accounts for multiple items at a time. System Updates: Benefits of Use: Greatly saves time in setting up the initial accounting system. No need to waste time filling items in one by one, reduces data entry errors, and helping reduce data entry errors and enabling a faster, more efficient setup of the accounting system. 3. Expanded PREMIUM package rights to increase the maximum number of users to 20 users and unlimited financial channels, supporting business growth. Package: PREMIUM package Suitable for: PREMIUM package users who need to increase the number of system users, including having multiple financial channels. System Updates: The system increased the maximum number of users  in the PREMIUM package from 10 to 20 users per business, and expanded the financial channel limit from 50 channels to unlimited. Benefits of Use: Large businesses can bring more team members to work together in the system, andIt also provides greater flexibility for managing multiple financial channels without limitations. 4. Adjusted document quota and API usage management system (PEAK Paid Credit) to control costs accurately and ensure continuous usage without interruption. Package: PRO Plus package and above Suitable for: Entrepreneurs and accountants who use document import systems and API connections. System Updates: Benefits of Use: Helps businesses accurately control costs and plan usage without worrying about the system stopping abruptly. You can choose to buy additional credits worth the actual usage and monitor credit usage statistics. 5. Added Hide-Archive Chart of Accounts, helping you select account codes accurately and use the system continuously without interruption. Package: All packages Suitable for: Accountants and entrepreneurs who have a large number of account items in the system and want to hide rarely used account codes to reduce redundancy. System Updates: The system added an enable-disable toggle button on the chart of accounts page. You can immediately choose to disable/hide main accounts or sub-accounts that you do not wish to use. Disabled account codes will not appear in lists when creating documents or adding new products. In case a disabled account code was previously used to create documents or displayed in financial statements, the system will still display it normally as before. Benefits of Use: Helps reduce the complexity of chart of account options on the workspace, prevents selecting incorrect account codes, and helps make document creation more convenient, fast, and agile.

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: