PEAK with the new function designed to enhance efficiency.
✨ 1. Added functionality for ‘Deposit Payment’ making it easier and more convenient to manage your tasks.
1.1 Added a button to print payment vouchers directly from the deposit payment slip page.
📢 Users can print payment vouchers directly from the deposit payment slip page, making document management more convenient and seamless. If the deposit payment slip is in a ‘Pending Payment’ status, the printed payment voucher will display the contact’s bank account details. This helps ensure smoother payment processes and makes it easier to verify information.
Example of a payment voucher in the case of unpaid status.
1.2 Supports the deduction of deposit payments in asset purchase documents.
When creating asset purchase documents, users can conveniently select deposit payment slips to offset amounts in the asset purchase documents. The asset purchase report will display the related deposit slip information, enhancing flexibility in document management and improving payment efficiency.
✨ 2. Added a notification for the API connection with Shopee/Lazada when it’s about to expire, allowing users to refresh the connection immediately by clicking the ‘Refresh Connection’ button.
📢 For businesses connected to the Shopee/Lazada API, there will be a notification in the program’s bell icon four times before the connection expires:
- 10 days before expiration
- 3 days before expiration
- At the time of expiration
- More than 10 days after expiration
If users want to renew the connection, they can click the ‘Refresh Connection’ button for Shopee/Lazada immediately, without the need to reconfigure the connection settings. Users can refresh the connection in advance, and before expiration, the system will display the name of the person who last refreshed the connection to prevent configuration issues. If the connection expires for more than 10 days, the system will automatically cancel the connection
📢 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. Added support for electronic wallets (e-Wallet) from LINE Shopping, Alipay, and Money Space.
📢Added support for electronic wallet payment methods for e-commerce, including LINE Shopping, and payment service providers such as Alipay and Money Space, facilitating convenient financial management.
✨ 4. Added next and previous buttons on the document page to make document review even more convenient.
📢For users who want to review documents one by one, the system has added left and right arrow buttons, allowing users to navigate directly to the previous or next document of the same type without having to go back to the document table. The documents are sorted by document number, type, and status. This feature supports both income and expense documents, helping to streamline and improve document management efficiency.
✨ 5. Added support for deducting deposit receipts/payment slips when creating documents based on quotes or purchase orders.
📢For businesses that issue deposit slips when creating quotes or purchase orders, and have deposit slips referenced from those documents, the system will automatically pull the deposit information to display on the document page upon issuing the new document.
- For Income: When issuing an invoice or receipt following a quote for which a deposit receipt was previously issued, the system will automatically display the deposit receipt information on the invoice or receipt creation page.
- For Expenses: When recording expenses based on a purchase order that previously had a deposit payment slip recorded, the system will automatically display the deposit payment slip information on the expense recording page.
In cases where there are multiple deposit slips, AI will recommend the correct deposit slip to help reduce errors in document management and enhance convenience in linking deposit slips with other documents.
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