Update Function 03042024

PEAK with the new function designed to enhance efficiency.

✨ 1. Add options to set cash and expense claim channels in the primary channel on the payment receipt document

📢 For businesses utilizing cash and expense claim channels as primary financial conduits for receiving and disbursing funds, the system now offers the option to add cash and expense claim-type financial channels. This enhancement aims to reduce processing time for receiving payments or making payments on documents.

Add options to set cash and expense claim channels in the primary channel on the payment receipt document

Example of setting up cash and reserve payment channels on a document

Example of setting up cash and reserve payment channels on a document

2. Add the ability to create and delete transactions on the bank balance impact page

📢 For users of the bank balance impact function, when importing bank balance impact files into the system, users can manually add entries they wish to include in the bank balance impact. Additionally, users can modify the quantities in the bank balance impact entries. The system will display the imported file format and user information who modified the data, enabling users to edit information and work more conveniently.

Thank you for the suggestions, by Rattana, Thai Agri Commerce Company Limited.

Add the ability to create and delete transactions on the bank balance impact page

✨ 3. Add contact field and adjust data display in the general ledgers report

📢 For users utilizing categorized account reports to view accounting data by contacts, the system now adds a field for contact code and contact name to the report and adjusts so that transaction numbers move to column 2. This enhancement allows users to see which contacts transactions are associated with and facilitates convenient management for financial closing reconciliation purposes.

Thank you for the suggestions, by Baranee, from KTC Company Limited.

Add contact field and adjust data display in the general ledgers report

✨ 4.  Enhance display of detailed information for corporate contacts

📢For businesses seeking to access detailed contact information, including company objectives, age of the company, or registered capital, data can be retrieved from the Creden Data website. This additional information assists users in evaluating business opportunities.

Enhance display of detailed information for corporate contacts
About Author
profile

PEAK Account

'เพื่อน' ที่ผู้ประกอบการและสำนักงานบัญชีไว้วางใจ

คำถามที่พบบ่อย (FAQs)

บทความที่เกี่ยวข้อง

Update Function 07/02/2024
Update Function 21/02/2024
Update Function 15/11/2023