PEAK introduces a new Update Function PEAK PREMIUM Package designed to enhance business efficiency.
✨ 1. Add support for Multi-document payment processing with text file export for SCB and KBank uploads.
📢 For businesses using the Premium package integrated with SCB (SCB Anywhere) and KBank (K Cash Connect Plus), users can now select multiple expense documents, purchase invoices, or payment summaries with “Pending Payment” status to process multiple payments efficiently.
When processing multiple payments, the system will:
- Automatically generate a text file for payment processing, which can be uploaded directly to the bank’s system for payment.
- Instantly record the payment status on the corresponding documents, reducing manual work and improving efficiency.
This feature simplifies multi-document payment processing and speeds up transactions.
✨ 2. Add document issuance settings from quotations and improved purchase order configurations with customizable conditions.
📢 PEAK Update Function new configuration settings for quotation documents, allowing users to set the following:
- Define conditions for document amounts issued from quotations: Users can set conditions for creating documents (e.g., invoices, receipts) when the total amount of the new document exceeds the value specified in the original quotation.
- Set conditions for data changes based on items/services split: Users can define conditions for modifying quantity, unit price, unit discount, and adding new items when creating documents from quotations.
Additionally, the system has enhanced purchase order document settings, allowing for more customizable conditions:
- Define conditions for document amounts issued from purchase orders: Users can now set conditions for creating documents when the total amount exceeds the value in the original purchase order.
- Set conditions for data changes based on item/service split: Users can now adjust quantity, unit price, and unit discount in documents, as well as add new items when creating documents from purchase orders.
This update allows users to define customizable conditions for creating quotation and purchase order documents as needed.
✨ 3. Add the creation of a “Purchase Request” document to streamline procurement processes and improve internal controls.
📢 For Premium package users can now create Purchase Requests (PR) to manage internal purchase requests for goods/services more efficiently. Additionally, the Purchase Request can be directly referenced to create a Purchase Order (PO).
The system introduces the following new features related to Purchase Requests:
- Create and manage Purchase Request documents with document status tracking to control the purchasing process.
- View a list of Purchase Requests with an advanced search function for easier access to the data.
- Instant document preview (Online View) to view document details without needing to download files.
- Bulk email and printing options for handling multiple Purchase Requests at once for convenience.
New document statuses for Purchase Requests:
- Pending Receipt – The Purchase Request has been approved and is awaiting processing by the purchasing department.
- In Progress – The purchasing department has accepted the request and is currently processing it.
- Completed – Once the request has been processed, the system automatically changes the status to “Completed.”
- Rejected – If the Purchase Request is not approved, the status is immediately changed to “Rejected” and cannot be reverted back to “Pending Receipt.”
This update helps streamline the internal document management process within the organization.
Note: Issuing a Purchase Request does not affect tax calculations, payments, accounting, or inventory in the system.
Example of Purchase Request PEAK (Online View)
Example of Purchase Request Statuses
✨ 4. Add accounting configuration for Invoice Receipt (IR) and Goods Receipt (GR) documents, allowing more flexible bookkeeping.
📢 PEAK Update Function : The system now allows users to customize the default accounting entries for Invoice Receipts (IR) and Goods Receipts (GR). Users can set their own default account numbers. When the IR/GR account structure is configured, the system will automatically apply the default account number for the respective contacts, ensuring that the accounting entries follow the organization’s standards and reducing errors.
Note: By default, the system will record the accounting entries for GR/IR documents under account 212305 – Other Accrued Expenses.
Example of setting up IR/GR PEAK document recording in contacts
✨ 5. Add default status settings for journal entries for better workflow control.
📢 Businesses can now customize the default status for journal entries created automatically by the system. Previously set to “Pending Approval” by default, users can now choose between:
- “Pending Review” – Requires an accountant’s verification before approval.
- “Pending Approval” – Directly awaiting managerial approval.
This also applies to system-generated depreciation entries, providing better control over journal entry review processes.
✨ 6. Add control for canceled document number settings to prevent the reuse of document numbers.
📢 For businesses that need to control duplicate document numbers, the system introduces a new setting to manage whether canceled document numbers can be reused.
Users can choose between:
- Allowed – The system will suggest and verify document numbers, permitting the reuse of canceled document numbers when creating new documents.
- Not Allowed – The system will not allow document numbers to be reused, even if manually entered, for documents that have been canceled.
This setting applies to income/expense documents and journal entries, reducing confusion and preventing errors in document numbering.
👉 Try PEAK’s new features today and experience a more efficient and user-friendly workflow!
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