PEAK Update Function (EN)

PEAK with the new function designed to enhance efficiency. ✨ 1. Updated the user guide links on the PEAK interface to make getting started easier. 📢 For All Businesses: Improved User Guide Links on the Program Dashboard. The system has updated the user guide links on the program dashboard, allowing users to access guides for new users and search for manuals on various features independently. This enhancement helps users navigate and utilize the program more conveniently. ✨ 2. Enhanced the PEAK Tax feature for more convenient tax processing and improved detail verification: 2.1. Improved display of form submission and payment details. 📢 For businesses that generate tax forms in PEAK Tax, the system has adjusted the details page after creating a tax form to provide specific information about that tax form, including the submission and payment details. This allows users to conveniently record tax closures and tax payments. 2.2. Added a log for closed tax entries. 📢 The system now displays details of the amounts to be recorded as debit and credit, allowing users to review the information before closing the tax record. Additionally, if there are no transactions in the tax period, the system will display the amount as 0. ✨ 3. Introduced API integration with JUBILI CRM to enhance the sales team’s efficiency. 📢 For businesses using the Pro Plus package and looking for a CRM program to streamline workflows and enhance convenience and efficiency, the system now integrates with JUBILI via API. JUBILI offers features that cover every step of the sales process, including efficient result analysis. The data JUBILI will send to PEAK includes: ✨ 4. Added a “Reject” option for the quotation acceptance status to help manage documents more effectively and clearly when a quotation is not approved or accepted by the customer. 📢 For all businesses issuing quotations, the system has added a “Reject” option to the acceptance status on the quotation page. If a quotation is rejected or not approved by the customer, the status can be changed to “Rejected.” Quotations with a “Rejected” status will have the following updates: These updates aim to improve document management for all businesses and help organizations analyze their team’s sales conversion rates more effectively. Example of a document with “Rejected” status: ✨ 5. Added support for importing K PLUS SME PDF files for current accounts (basic format) to streamline bank reconciliation. 📢 The system has added support for users to import K Bank PDF files in the format of current accounts (basic type) for bank reconciliation. ✨ 6. Enabled the creation of entries in the bank transaction channel for easier financial management. 📢 For all businesses, the system has added a function that allows users to create various entries through the bank transaction page, including: This enhancement helps increase efficiency in creating entries, making the process easier and faster.

PEAK with the new function designed to enhance efficiency. ✨ 1. Developed the bank reconciliation function to enhance work efficiency and convenience. 1.1 Improved the display of information on the reconciliation page for better readability. 📢 For businesses using the bank reconciliation function, the system has been updated to enhance the display on the reconciliation page, allowing more information to be shown. The updates include: These improvements aim to boost efficiency and make data review more convenient and faster. 1.2 Ability to create new transactions directly from the reconciliation page. 📢 For businesses using the Premium, PRO Plus, and Trial packages, that perform bank reconciliation and need to make transactions, the system now offers additional options to create transactions directly from each deposit/payment entry. Users can click the options button (three dots) or right-click to perform actions immediately through the bank reconciliation page. The available options include: These features are designed to streamline document management and enhance efficiency in bank reconciliation processes. ✨ 2. Added the PEAK Payroll system to streamline payroll processing and reduce manual steps. 2.1 Add new employees directly on the payroll processing page. 📢 The system now includes an “Add New Employee” button on the payroll processing page. Users can conveniently add new employee information directly from the payroll page, streamlining the workflow and improving efficiency. 2.2 Adjust accumulated income calculations to be based on a cash basis. 📢 The system now adjusts the calculation of accumulated income displayed on payroll slips. It will calculate based only on payroll payment documents with a “Paid” status. Additionally, a notification has been added to the payroll payment page to inform users about the new calculation criteria. This enhancement ensures that the information is accurate and aligns more closely with the cash-based principle. Example of a Notification Regarding Cumulative Income Calculation. 2.3 Add the option “Income Type 40(2)” on the additional income adjustment page and display it in Form 50 Bis on the payroll summary page. 📢 The system now includes an option for income type 40(2) on the Additional Income page. Users can edit each additional income item by specifying whether it falls under income type 40(1) or 40(2). When generating the year-end payroll summary, the system will automatically pull the data and display income type 40(2) items on the Withholding Tax Certificate (Form 50 Bis) page. This enhancement ensures greater accuracy in managing tax data. Example of Form 50 Bis with income type 40(2). 2.4 Support displaying “Income Type 40(2)” in the tax submission file. (PND.1 Text File) 📢 The system now updates the tax filing Text File for P.N.D. 1 to support income type 40(2) in addition to 40(1). This improvement enables users to file taxes more conveniently and accurately by including both income types in the submission. Example of a Text File with income type 40(2). ✨ 3. Developed the functionality to apply deposit receipts/payments for settling more than one document. 📢 For businesses using deposit receipts/payments, the system now supports applying these documents to offset payment/receipt transactions. Users can choose to apply deposit receipts/payments in two ways: When selecting deposit receipts/payments for offsetting, users can modify the amount and related tax values. On the deposit details page, the system will display the number of deposit documents applied for offsetting, the applied amounts, and the remaining deposit balance for future use. For example, if a deposit receipt is issued and the customer makes partial payments in multiple installments, the system will accurately track these payments.This feature enhances convenience and flexibility in managing deposit receipts and offsetting payments, ensuring efficient financial operations. Example of Deposit Information Display on the Document Page. ✨ 4. Improved the Product/Service Import functionality to simplify data management. 4.1 Add the option “Update Existing Products” to modify current data. 📢 For businesses that need to modify product/service information already in the system, you can now import the “Edit Existing Products” file. This feature allows users to update product/service information efficiently, and the system will automatically update the records. The imported file consists of 3 Sheets: For the products/services you modify, the Product ID must match an existing ID in the system. If a product/service ID does not exist in the system, the file import will fail. This ensures accurate and seamless product/service data management, helping reduce errors and maintain operational efficiency. Example of the “Edit Existing Products” Import File. 4.2 Add new columns in the product/service import file to align with system data requirements. 📢 The system now clarifies the descriptions and required information for importing files, ensuring better accuracy and transparency. Additionally, the product/service import file now includes an SKU column for integration with popular platforms like Shopee, Lazada, and TikTok Shop. If you input an SKU from these platforms—even if it hasn’t yet been configured—the system will automatically activate the SKU upon import. To ensure smooth and efficient data management, the system limits imports to 1,000 items per batch. This helps prevent errors and ensures reliable handling of large datasets. ✨ 5. Improved the Contact Import functionality to make data management more convenient. 5.1 Add the option “Update Existing Contacts” to modify current data. 📢 For businesses that need to modify contact information already in the system, you can now use the “Edit Existing Contacts” import file. This allows users to efficiently update contact details, and the system will automatically refresh the contact information. The imported file is divided into 3 sheets: Contact ID: Must match an existing ID in the system for updates to work correctly. If the contact ID does not exist, the system will reject the file import. By requiring matching IDs, this ensures accurate and seamless management of contact information while minimizing errors. Example of the “Edit Existing Contacts” Import File. 5.2 Add new columns in the contact import file to align with system data requirements. 📢 The system now clarifies descriptions and specifies the required information for importing files to ensure better accuracy. Additionally, the import file for contacts now includes new columns for […]

PEAK with the new function designed to enhance efficiency. ✨ 1. Restricted access to certain features for users who have not yet verified their email to enhance data security. 📢For users who have not yet verified their email, access to certain key features will be restricted, including: These restrictions help prevent the use of invalid email addresses, reduce the risk of sending data to unauthorized parties, and enhance data security. ✨ 2. Added monthly comparison figures on the main Dashboard to make it easier to track performance. 📢For businesses that need an overview of income and expenses on the main menu dashboard, the system now includes monthly comparison figures. The display works as follows: This feature allows users to clearly and quickly analyze differences in financial data. ✨ 3. Included the “Classifications” section from the Apply All in the multi-document creation page to reduce workflow steps. 📢For businesses using the Pro Plus package or higher, you can now assign classification groups to multiple documents simultaneously. This can be done via the “Apply All” button on the multi-document creation page, helping reduce repetitive tasks and improve workflow efficiency. Note: This function does not support assigning classification groups through importing documents via Excel files. ✨ 4. Added a “Set up display” button on the Income Statement page to customize data presentation as needed. 📢For businesses using the PRO Plus and Premium packages that need to customize data presentation in the Income Statement, the system now includes a “Set up display” button. Users can adjust the following: This feature allows financial statements to be tailored to desired formats and ready for immediate presentation. Users can also reset the display to the system’s default settings, providing flexibility in Profit and Loss Statement customization. Example of customized Profit and Loss Statement display adjustments. ✨ 5. Introduced new functions related to Deposit Document for greater convenience. 5.1 Enhanced the Easy Edit functionality on Document pages. 📢The system now includes an Easy Edit feature, allowing users to edit document details directly from the document page. This reduces workflow steps and makes document management more convenient and efficient. 5.2 Enabled issuing Credit Notes directly from Deposit Documents. 📢Users can now issue Credit Notes based on Deposit Receipts or Deposit Payments, making it more convenient to process refunds or adjustments related to Deposits. However, Credit Notes issued with Deposit references cannot include returned goods. When issuing a Credit Note from the deposit page, the system will add an information tab and display the Credit Note in reports, ensuring users can access complete and clear data. 5.3 Facilitated the use of Deposit Receipts/Payments to generate Billing Note or Combined Payment Note. 📢Users can now directly generate Billing Note from Deposit Receipts and Combined Payment Note from Deposit Payments. This streamlines document management and improves organization. On the Billing Note/Combined Payment Note page (Online View), Deposit information will be displayed. Additionally, deposit details will be included in Billing Note and Combined Payment reports, enabling users to view and analyze data with greater accuracy and completeness.

PEAK with the new function designed to enhance efficiency. ✨ 1. Added a function for recording receipts/payments to increase flexibility in recording income/expense transactions. 1.1 Added the option to select sub-accounts No for recording receipts/payments. 📢For businesses requiring detailed accounting adjustments, users can now record transactions by selecting sub-accounts No directly from the receipts/payments entry page. For applicable ledger accounts, such as Other Receivables or Other Payables, users can specify sub-accounts No, ensuring that journal entries are accurately and fully recorded in the appropriate sub-accounts. This feature streamlines the accounting adjustment process and enhances work convenience. 1.2 Added the ability to edit amounts, ledger accounts, and sub-accounts No. 📢For businesses seeking convenience in modifying receipt/payment entries, once a receipt/payment transaction is recorded, users can easily edit amounts and add or remove entries, provided the total amount remains consistent with the original. Additionally, users can select specific entries to adjust through the Easy Edit page, making data updates more convenient, complete, and accurate. Note: Editing is not available for receipt/payment transactions made by check. ✨ 2. Added an option to customize data display in income and expense report documents, allowing for flexible report formatting as needed. 📢For businesses needing to print income/expense report documents, users can customize the report format and select data display options to suit their needs, providing more comprehensive details such as currency, exchange rates, payment/receipt channels, information on the document creator and approver, classification groups, and deposit deductions.This customization ensures that the report aligns with the specific data requirements. ✨ 3. Adjusted the tax invoice registration field and added a date field for tax invoices to facilitate easier data entry and tracking of tax record entries. 📢For businesses that need to register tax invoices, the system has updated the tax invoice registration process as follows: Additionally, if a document is created without specifying a tax invoice, the system will automatically notify the user on the document page, enhancing the efficiency and convenience of data entry. Example of the Tax Invoice Information Page. Example of a notification when a document is created without specifying a tax invoice. ✨ 4. Added the display of “Tax Invoice Number” on the combined payment document page (Online View) to enhance the convenience of data verification. 📢For businesses using the Pro and PRO Plus packages, if you want to view the tax invoice number details on the combined payment document page (Online View), users can choose to display or hide the tax invoice number as needed. This feature helps make the tax invoice verification process more convenient. Example of displaying the tax invoice number on the document page (Online View). ✨ 5. Added the ability to view the usage history for each contact, making it easier to track data modifications. 📢For businesses that need to view usage history, the system will display the activity related to each contact on the contact page. This includes actions such as creating contacts, editing, enabling/disabling access, and attaching files, whether from the website or via API integration. The system will show all relevant activity for the contact, with data available for up to 5 years, allowing users to easily track the reasons behind data modifications. Thank you for the suggestion by K.Kamonthip from Sellsuki Co., Ltd.

PEAK with the new function designed to enhance efficiency. ✨ 1.  Enable the transfer of Super Admin rights to other users independently, for easier permissions management. 📢 For Super Admin users, the system now includes an option to transfer Super Admin rights to another user directly through the user permissions settings page. The Super Admin can click on the options (three dots) next to a user’s name and select ‘Transfer Super Admin’ to assign the role to a chosen user. The system will automatically change the original Super Admin’s role to Admin, while the selected Admin becomes the new Super Admin. An email notification will be sent regarding the transfer. The recipient of the transferred rights must already hold an Admin role. This feature enhances convenience in permissions management and provides greater flexibility in transitioning Super Admin responsibilities within the organization. ✨ 2. Added options to enable or disable the ‘Secondary Color for’ and ‘Border Color for Document’ in the document color settings, enhancing document clarity when printed on continuous form. 📢 For businesses that print documents using continuous paper printers, the system now includes options to enable or disable ‘Secondary Color for’ and ‘Border Color for Document’ in the document color settings. This allows users to print documents with enhanced clarity when using continuous paper. These color options can be enabled in the settings page to improve the visibility of critical information on each document page, ensuring that document printing in the PEAK system aligns with the company’s document design and branding preferences. Thank you for your suggestion By F TO S CO., LTD. 📢 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. Add a field to select the ‘Merchant Discount’ chart of accounts on the e-Commerce sales import page for easier account mapping. 📢 For businesses importing e-Commerce sales files, the system now includes a field for specifying discounts to align with API integration. Users can directly specify the chart of accounts for recording discounts on the sales file import page, making it easier to record discounts during data import from platforms in compliance with the company’s accounting policies.

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: 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. 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.

PEAK with the new function designed to enhance efficiency. ✨ 1. AI has been added to recommend frequently used products/services and chart of accounts, helping to save time when recording documents. 📢 Suitable for businesses using the Pro Plus package, AI enhances accounting and inventory management efficiency. The AI system recommends accounts and products that match each business’s workflow, including frequently used items with specific contacts. This allows users to quickly select accounts or products without the need to search, saving time. This feature is displayed in the products/services and accounts sections for both income and expenses, with recommendations highlighted in purple. This functionality helps users save time and improves convenience, making accounting more efficient. ✨ 2. Added functionality for deposit receipts and deposit payment slips to speed up document management.  2.1 Print up to 20 documents simultaneously. 📢 Suitable for businesses that need to print multiple documents at once, this update allows deposit receipts and deposit payment slips to be printed for up to 20 entries at a time, helping to reduce the time spent on document management. 2.2 Added the ability to send documents via email. 📢 Designed for businesses that send documents via email, the deposit receipt page includes a button for sending documents through email. This feature helps reduce the use of paper documents and allows for quicker communication with partners by enabling the sending of documents or attachments via email. 2.3 Added a notification setting for cases where a deposit receipt is created exceeding the set credit sales limit. 📢 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. Example of a notification when issuing a deposit receipt that exceeds the set credit limit: ✨ 3. Added a ‘Reversing Entries’ function at the end of the accounting period on the journal page, helping accountants work more efficiently. 📢Designed for accountants seeking flexibility in recording transactions, this feature allows users to reverse incorrect entries or make adjustments at the end of the accounting period, such as reversing accrued income or prepaid expenses. Users can easily reverse the recorded amounts, with the reverse button on the journal page functioning similarly to a copy feature, resulting in a new journal entry as follows: Documents with a reverse option must be in a pending review or approval status, enhancing convenience and reducing complexity in managing accounting documents. ✨ 4. Added a three-color flag display for verifying the totals of debit and credit, as well as for first-time usage of the chart of accounts in the trial balance. 📢Designed for accountants who need to verify balances in the trial balance, the system adds flag displays to alert users if there is a possibility of errors or items that require further review. The flags are displayed in three colors as follows: These features help ensure more efficient and accurate account verification.

PEAK with the new function designed to enhance efficiency. ✨ 1.  API Integration with MCS Clinic Management System 📢 For businesses looking to use the MCS API, this feature makes it easier to connect with PEAK, allowing you to create documents within the system more quickly and efficiently. It also expands the range of customers who can use the online store management system, helping businesses operate more smoothly and effectively. ✨ 2. Status Selection Setting for Document Creation in Initial Connection Setup for Shopee/Lazada 📢 For businesses using the Shopee and Lazada API, you can now set the order status for which documents will be created during the initial connection setup. This feature makes it easier and faster to define which order statuses should send data to PEAK, improving the efficiency of document management and system integration. ✨ 3. Track Up to 10 Favorite Items for Products/Services 📢Ideal for businesses with multiple products or services, this feature allows users to set favorites in the contacts, products/services, and business selection sections. It helps users quickly and easily access frequently used information, reducing search time and enhancing the convenience of managing important data, thereby improving business efficiency. ✨ 4. Add “File Import Guide” Links for Each Platform 📢For businesses that use data imports from various platforms, this new feature provides direct access to import guides specific to the platform in use, whether it’s Shopee, Lazada, TikTok Shop, FoodStory, or ZWIZ. Previously, all guides were grouped in one place, but now you can easily access the platform-specific guide, ensuring accuracy and speeding up the data import process.

PEAK with the new function designed to enhance efficiency. ✨ 1.   Add a function for issuing simplified Receipt ABB 📢 For restaurants and e-commerce businesses that need to issue simplified Receipts rather than Tax Invoices, this feature allows users to easily issue simplified Receipts ABB. It provides greater flexibility in document management. Thank you for the suggestion, K.Ariya, DOONY DOLL COMPANY LIMITED., ✨ 2. Enable printing of simplified Receipt/Tax Invoice ABB for multiple items at once (up to 20 items per batch) 📢 Suitable for restaurants and e-commerce businesses that need to issue multiple simplified receipts or tax invoices ABB simultaneously in A4 format. Users can print up to 20 documents at a time, reducing time and increasing convenience in document management, making daily operations quicker and more efficient. ✨ 3. Add a button to change the status of a quotation ‘Back To Await Accept’ 📢For businesses that use quotations, this feature allows users to change the status of a quotation from ‘Accepted’ back to ‘Await Accept’ in case of incorrect entries or human errors. This flexibility helps manage quotations more effectively and reduces the risk of operational mistakes. Thank you for the suggestion, K.Kanokwan NIS SERVICE COMPANY LIMITED., ✨ 4. Add default settings for document tables in the Revenue, Expenses, and Daily Journal menus 📢For all businesses, this feature allows users to set default values for document tables in the Revenue, Expenses, and Journal menus. Users can easily specify date ranges and sort data according to their preferences. Additionally, the menus for creating documents and generating multiple entries have been moved to a dropdown for enhanced convenience. Example of a “Create Document” dropdown ✨ 5. Add an option for non-referenced account mapping in debit/credit notes 📢For all businesses, this feature allows users to flexibly select the account mapping for recording debit/credit notes without references. Users can choose debtor account mappings for debit notes and creditor account mappings for credit notes and add account mappings by contact person. This enhances the accuracy and alignment of accounting document management with each business’s specific settings. ✨ 6. Add the ability to view the history of data access logs in the Settings menu 📢For all businesses, this feature lets users directly view the history of data access logs from within the application. The log history displays the date and the names of users who performed the actions, with records stored for up to 5 years. This enhances transparency and control over data access. Note that the system will not display logs for actions taken before this feature’s implementation. Example of history of data access logs Thank you for the suggestion, K.Anuchit, F TO S CO., LTD. ✨ 7. Add API integration with JSTERP for inventory management and online store systems 📢Suitable for all businesses that need to integrate with inventory management and online store systems, this feature supports a comprehensive online sales process. It manages live streams, consolidates inventory across all platforms in one place, and automatically generates documents in PEAK when orders are ready for shipment. This reduces processing time and enhances overall business efficiency. ✨ 8. Add dashboard information display for Deposit Receipt documents and Deposit Payment documents 📢Suitable for businesses using deposit receipts, this feature allows users to efficiently monitor and track the status of deposits. Users can view information on the Dashboard by contact person and overall financial summary, including receivables, payables, and outstanding amounts from recorded deposits. This helps ensure accurate data management and consistency with other documents in the system. Example of Revenue Dashboard menu

PEAK with the new function designed to enhance efficiency. ✨ 1.  Integrate ChillPay Payment Collection to help businesses receive customer money through documents 📢 For businesses that want to make receiving payments from customers easier, this function makes receiving payments easy by connecting to various payment channels. Customers can choose to pay at their convenience, which reduces the steps of checking payments and recording data manually. The system will automatically update the payment status and generate a receipt, saving time and simplifying the work. ✨ 2. Added the function of selecting the classification group on the journal page 📢 For businesses using classification groups, you can now add and edit these groups directly from the journal entry page. Additionally, you can modify classification groups in journal entries created from source documents without affecting the original documents. This feature enhances user convenience and improves data management efficiency. Thank you for the suggestion, K.Mananchaya, from N. B. ASSETS COMPANY LIMITED. ✨ 3. Added filtering for warning reasons that the status journal should check 📢 For business accountants, this function helps to make journal management more efficient by filtering the cause of alerts in the journal, allowing accountants to clearly distinguish between items that should be investigated and suspicious items and focus accountants directly on items that need to be investigated and corrected. Examples of items that should be reviewed include journal entries with unmatched debit and credit amounts, entries without an account code, or entries with no amounts Examples of suspicious items include a cash journal entry recording revenue, a sales journal entry recording expenses, or an incorrect sub-account selection in the chart of accounts

PEAK with the new function designed to enhance efficiency. ✨ 1. Add the option to select the status of Shopee/Lazada orders to create documents manually 📢 For businesses selling products through Shopee/Lazada, the system adds an option for users to select the status of orders so that the system can fetch the data to generate documents. The order statuses that users can select range from ‘To Ship,’ ‘Shipping,’ ‘Shipped,’ and ‘Completed.’ This allows the accounting records to align more accurately with the user’s requirements. ✨ 2. Add ZWIZ data import functionality 📢 For businesses selling products through the ZWIZ platform, the AI chatbot system helps close sales and provides in-depth data analysis. Users can import the closed sales data into the PEAK, where the system will automatically generate documents and record the accounting entries. This feature enables users to create documents more conveniently and quickly. ✨ 3. Add support for ZWIZ product codes (SKUs)  📢 For businesses selling products through the ZWIZ platform, the system has added support for ZWIZ product codes (SKUs). Users can enter ZWIZ SKUs in the advanced settings for each product. In the Product/Service Settings menu when importing data into the system, it will automatically match the SKUs. ✨ 4. Add ChillPay Payment Collection integration 📢 For businesses selling products and sending documents to customers online, the system adds integration to facilitate easier payment collection. Users can configure their preferred payment methods for receiving payments from customers. When a customer makes a payment, the system automatically records the payment and updates the accounting records. Additionally, users can set the system to automatically issue receipts, making payment collection more convenient and reducing the time spent on administrative tasks. ✨ 4. Change the account name “Sales Tax PP36” to “PP36 payable” 📢For businesses that record accounting entries related to PP36, the system has updated the account name from “Sales Tax PP36” to “PP36 payable” to reflect its usage better. For users who have previously recorded entries, the system will automatically update the account name retroactively.

PEAK with the new function designed to enhance efficiency. ✨ 1. Add Document Classification Group Display (Online view) 📢 For businesses using the classification group function, when creating documents with the classification group attached, the system will automatically pull the classification group into the document page. The system will display the information in three places: below the business information, below the supplier or customer information, and below the document number information. This allows branch-based businesses to view the details easily. Thank you for the suggestion K.Kanjana, DX Enterprise Co., Ltd. ✨ 2. Add Configuration to Display Withholding Tax Document Number on Document Page (Online view) 📢 For businesses issuing revenue documents with withholding tax, the system will display the withholding tax document number on the document page. This can be adjusted by toggling the display of the withholding tax document number on and off. The supported documents include credit notes, debit notes, and receipts. Thank you for the suggestion K.Jitrada INNOVATION WASH & DRY LIMITED PARTNERSHIP ✨ 3. Add Time Range Selection on Withholding Tax and Deducted Tax Pages  📢 For businesses that need to view withholding tax and deducted tax information, it is possible to select the period for which they wish to view these tax records. This feature allows users to conveniently access the information they need for the desired time frame. ✨ 4. Add a Button for Creating Multiple Documents 📢 For businesses using the Pro Plus package that need to create multiple documents simultaneously, the system adds a button for creating multiple documents in supported documents, including sales proposals, invoices, receipts, purchase orders, purchase records, and expense records on both the revenue and expense sides. This enhancement allows users to create documents more conveniently. ✨ 5. Add Update Data Button in the Bank Reconciliation Function 📢For businesses using the bank reconciliation feature, users can press the ‘Update Data’ button if additional documents are created during the reconciliation process. The system will automatically update the newly created document information, enhancing user convenience and efficiency.