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:
- Draft: When a journal entry is created but not yet finalized or sent to other users.
- Await Record: When a journal entry is created and needs to be reviewed by a senior accountant before submission for approval.
- Await Approval: When a reviewed journal entry is sent to the management for final approval.
- Approve: Once management approves the journal entry, the status is automatically updated.
- Should be checked : If irregularities or discrepancies are detected, the system will automatically mark the entry as needing further review.
Each status affects financial records differently:
- Entries in “Draft” and “Await Record” are not yet recorded in the accounting system and do not impact financial reports.
- Entries in “Await Approval” and “Approve” are officially recorded and affect financial statements immediately.
- Automatically generated journal entries will default to “Await Approval” and impact financial statements right away.
Additionally, the system updates labels for users involved in the process:
- Document Creator
- Reviewer
- Approver
Additionally, the positions of reviewers and approvers in the online document view have been adjusted for better clarity and workflow tracking.
Note:
- These updates apply to both existing and new journal entries.
- All previous journal entries in “Await Record” status will be automatically updated to “Await Approval”
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:
- Show more/less options for incoming and outgoing funds
- Combined income and expense columns for a clearer overview
- Improved bank reconciliation status display, now accessible via the three-dot menu
- Transfer Payment now grouped with edit and delete functions
- Carry-over balances displayed for each financial category
PEAK Focuses on Enhancing User Experience with New Features
PEAK 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!
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