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:
- Based on total quotation/purchase order: The system will generate documents based on the total amount of the quotation.
- Divide by item quantity per row: The system will generate documents based on the remaining balance of each product/service line, with automatic recommendations for future document creation. This is ideal for businesses with partial deliveries.
- Divide by percentage: Available for service-based quotations/purchase orders, The system generates documents by calculating the percentage multiplied by the amounts in the quotation/purchase order, such as price/unit, discount/unit, total discount. This is useful for businesses that collect payments in installments.
To help users track and manage documents more easily, the system has updated the status of quotations/purchase orders as follows:
- “Accepted” – Indicates a quotation has been approved but no subsequent document has been issued yet.
- “Partially Issued” – Indicates some documents have been created, but there is still a remaining balance.
- “Fully Issued” – Indicates all related documents have been generated, covering the full or exceeding the quoted amount.
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:
- For purchase orders without a request for a tax invoice: A single receipt will be generated, consolidating all purchase orders from that day.
- For purchase orders with a request for a tax invoice: The system will generate separate receipts for each purchase order that requires an invoice.
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!
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