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:
- Report Types:
- Basic Information
- Show details
- Previous Version
- Report Header
- Additional Information
The key differences between the Basic and Detailed report types include:
- Contact Code
- Category Group
- Creator and Approver History
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:
- If the date and amount match a single transaction, the system will automatically reconcile it.
- If multiple transactions have the same date and amount, the system will match the memo descriptions with contact names for better accuracy.
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.
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