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:
- Invoices: Automatically generated in PEAK when a sales order is created in JUBILI.
- Receipts: Automatically created in PEAK when payment is made for a sales order in JUBILI.
- Contacts: Automatically generated along with the related documents.
- Products/Services: Automatically created along with documents if the product codes sent from JUBILI do not already exist in PEAK.
✨ 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:
- The system will not display rejected quotations in the quotation document table.
- Rejected documents will have a separate status from canceled documents.
- The online view of the document will show a rejection message and the date of rejection on the quotation.
- Rejected documents cannot be reused.
- The system will exclude rejected documents from the quotation report.
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:
- Recording payments received/paid
- Recording document issuance
- Transferring money
- Editing/deleting entries
This enhancement helps increase efficiency in creating entries, making the process easier and faster.
About Author
