English Manual for PEAK Account Users
189 articles
- Example articleFinished articles are visible when they're added to a Help Center collection
- Adding/Deleting PEAK Support (NS012)Add/Delete PEAK Support (NS012)
- Export AR/AP Aging Report (NC006)Export AR/AP Aging Report (NC006)
- Export Movement Report of Expense Claim Accounts (NF012)Export Movement Report of Expense Claim Accounts (NF012)
- PEAK User ManualOnline Accounting Platform
- Import Expense (NE004)Import Expense (NE004)
- Privacy Policy | PEAK AccountPrivacy Policy of PUUN Intelligent Co., Ltd.
- Calculating the cost of goods sold in New PEAK (NI008)Calculating the cost of goods sold in New PEAK (NI008)
- Terms of Use | PEAK AccountTerms of Use of PUUN Intelligent Co., Ltd.
- Cancellation of an invoice (IV005)Cancellation process for an invoice
- Record a general service expense (NE003)Record general service expenses. (NE003)
- Canceling a purchase inventory / expense record (NE007)Cancel expense
- Connecting PEAK with Boxme (BX001)
- Connecting PEAK with ZORT (Application Partner) (Z001)Connecting PEAK with ZORT (Application Partner) (Z001)
- Accessing PEAK Tax (PT001):Accessing PEAK Tax (PT001):
- Creating a quotation added to bookmark (QO006)Creating a quote and saving it as a favorite item (QO006):
- Public settings for signatures and stamps configuration.(NS017)Public settings for signatures and stamps configuration.
- Edit an expense record (NE006)How to edit expense records.
- Issuing a credit note with reference document (CN001)Issue a document-based credit note
- Issuing a credit note without reference document (CN002)Credit note without document reference.
- Connecting PEAK with empeo (EM001)Connecting PEAK with empeo (EM001)
- To view reports in PEAK Board (PB002):To view reports in PEAK Board (PB002):
- Exporting Excel File for P.N.D.1a Submission in PEAK Payroll (PR015)Exporting Excel File for Salary Submission in PEAK Payroll (PR015)
- Downloading Social Security File (PR017):Downloading Social Security File (PR017):
- Issuing a non-refund credit note for deduction in the next transaction (CN004)Issuing a non-refund credit note for deduction in the next transaction
- Receiving a credit note without reference document (CNX002)Receiving a credit note without reference document
- Edit a combined payment note (If payment has not yet been made) (CPN002)Edit a consolidate payment record (If payment has not yet been made)
- Editing an invoice that has been paid but hasn't been issued a receipt yet (IV004)Modify invoice that has been paid but the receipt has not been issued yet.
- Editing a billing note received a payment and referenced to issue a receipt (BN005)
- Printing an Invoice/Delivery note/Billing Note (IV006)Print Invoice/Delivery note/Billing Note.
- Canceling a Billing Note (BN003)
- Creating an invoice added to bookmark .(IV008)Create a bookmark list for invoices.
- Editing an invoice that has already been issued with a receipt (IV012)Edit invoice that has already been issued with a receipt.
- Printing a Billing Note (BN004)
- Setting Document Number.(NS013)Setting Document Number.
- Setting a remark to be displayed on the document.(NS014)Setting a remark to be displayed on the document.
- Creating an Installment Billing Note (006)
- How to send pictures to PEAK via LINE (LP003)
- Printing a salary slip (PR010)Printing a salary slip (PR010)
- Sending Salary Slips via Email (PR011)Sending Salary Slips via Email (PR011)
- Adding a logo and stamp for the organization, Logo and Stamp New PEAK (NS009)To add a logo and stamp for the organization, Logo and Stamp New PEAK (NS009)
- How to record expenses through LINE PEAK Connect (LP004)
- To edit contact information (NC002)To edit contact information (NC002)
- How to create a quotation through Line @PEAKConnect (LP005)
- How to store/contact/recall contacts (NC004)How to store/contact/recall contacts (NC004)
- To create, edit, and delete a contact group (NC005)To create, edit, and delete a contact group (NC005)
- How to create an invoice through Line @PEAKConnect (LP006)
- Export a Withheld Tax Report (NF014)Export a Withheld Tax Report (NF014)
- Create each type of bank accounts (NF002)Create each type of bank accounts (NF002)
- How to create Receipts via Line @PEAKConnect (LP007)
- Printing sales tax report and purchase tax report as Excel files (PT008)
- Printing sales tax report and purchase tax report on paper (PT009)
- How to register purchase tax invoices. (NE011)
- Registering for social security Fund in PEAK(PR003).
- Fetch P.P.30 Form(PT002)
- Setting the document's due date.(NS015)Set the document's due date.
- Configuring payment channels to be displayed on the document (NS016)Configuring payment channels to be displayed on the document (NS016)
- How to set the default configuration for documents with inclusive or exclusive of VAT.(NS023)How to set the default configuration for documents with inclusive or exclusive of VAT.
- Export an expense record report (RP009)Print an expense report.
- Printing a Receipt, Receive Note, and Cash Receipt (RT004)Printing a Receipt, Receive Note, and Cash Receipt
- Direct Daily Accounting Journal Entry (NA004).
- Connecting PEAK with LINE Shopping (LS002)
- Importing Daily General Journal (NA005)
- Cancel to record accounting entries in the daily journal (NA008)To cancel the account entry in the daily ledger (NA008)
- To print XBRL files for submission to the Department of Business Development (DBD) (NA020)To print XBRL files for submission to the Department of Business Development (DBD) (NA020)
- Edit a Chart of Accounts (NA002)
- Delete a Chart of Accounts (NA003)
- Recording expenses as bookmark list (NE009)
- Recording cloud service expenses (NE013)
- Recording expenses with multiple installments (applicable for Package Pro and above) (NE019)
- Creating a receipt as bookmarked item (RT007)Creating a receipt as bookmarked item
- Printing a Receipt/Tax Invoice Abbreviated (RT019)Process for printing Receipt/Tax Invoice Abbreviated.
- Cancellation of registration of the purchase tax invoice in order to register a new tax invoice (NE055)
- Printing a Copy of Receipt/Tax Invoice (RT020)Printing a Copy of Receipt/Tax Invoice.
- To deposit a cheque receive (NF009)
- To clear a cheque issue (NF010)
- Creating a Monthly Recurring Payment Receipt (RT008)
- Creating an Installment Invoice (RT010)
- Adding Revenue/Deduct Item (PR006)
- Credit Limit Setting (NS025)
- The connection of e-Tax Invoice & e-Receipt Delivery via INET Service and e-Tax Invoice By Email (NS026)
- Editing Products/Services Information (NI005)
- Adjust Product Amount (NEW PEAK)(NI007)
- Opening Asset Balance (PA003)
- Purchasing Assets (PA004)
- Recurring Monthly Expense Records (NE010)
- Sale of assets (PA005)
- Procedure for Locking/Unlocking the Usage Data (NS022)
- Delete Contact Code (if the code has not been used to create a document.)(NC003)
- Document Access Code Assignment (NS018)
- Canceling P.P.30 Form (PT010)
- Adding a product database (NI001)
- Creating Sales Tax Invoice Data (PT012)
- Import Documents : Purchase Inventory Record (NE002)
- Exporting Sales Tax Invoice Report in PEAK TAX (PT030)
- Creating PND.3: normal filing (Within due) (PT015)
- Import Documents : Expenses Record (NE004)
- Printing : Payment Note, Claim Note, Bill of Lading (NE008)
- Edit a Financial Channel Information (NF006)Edit a Financial Channel Information (NF006)
- Receiving a Payment by Cheque (RT012)Receiving Payment by Check (RT012)
- Cancellation of a quotation (QO003)Cancellation of Quotation (QO003)
- Printing P.P.30 Form(PT007)To print Form P.P.30 (PT007)
- Adding contacts and configuring account recording (PR004)To add contacts and configure account recording (PR004)
- Creating PND.53: normal filing (Within due) (PT017)
- Creating and Printing Receipt/Tax Invoice ABB (TI004)
- Cancellation of Tax Invoice (TI005)
- Exporting Purchase Tax Invoice Report in PEAK TAX (PT031)
- Copy a receipt (RT016)To copy a receipt in NEW PEAK (RT016)
- Receiving a Credit Card Payment (RT011)
- Import Document : Purchase Order (PO003)
- Printing : Purchase Order, Purchase Requisition, Payment Requisition (PO006)
- Create an Expense document from File Vault (NE005)
- Expense Claims (NF005)Expense Claims (NF005)
- Export a purchase inventory record /expense record report (RP012)
- Adding Department and Positions in PEAK Payroll(PR005)
- Reconcile on New PEAK (Manually Reconcile)(NF011)
- Import Documents : Invoice (NR037)
- Import Documents : Receipt (RT006)
- Import Documents : Receipt from Invoice (RT009)
- Import Documents : Receipt from Lazada/Shopee (RT005)
- Import Documents : Quotation (QO005)
- Salary Summary Report(PR016)
- Creating P.N.D.1 Form on PEAK TAX (PT032)
- Creating P.N.D.2 Form on PEAK TAX (PT033)
- Create P.P.30: normal filing (Within due) on PEAK TAX (PT003)
- Selling with a deposit (AA001)Selling with a deposit (AA001)
- Applying the New PEAK production line (AA004)Applying the New PEAK production line (AA004)
- Add contact person (NC010)Add contact person (NC010)
- Setting remark document (NS014)Setting remark document (NS014)
- Import Employee Data to PEAK Payroll (PR007)Import contact PEAK payroll (PR007)
- PEAK Payroll (PR001)PEAK Payroll (PR001)
- Create Invoice (IV001)Create Invoice (IV001)
- Editing Quotation (QO002)Modifying Quotation (QO002)
- Editing organization information (NS008)
- Business Identity Verification (NS010)
- The creation of monthly invoices.(Recurring) (IV009)
- How to create/attach documents from the document repository (FV001)
- Record a Beginning Balance (Beginning Balance Part 1/8)Prepare data for beginning balance
- Create Contacts - Customer/Vendor (Beginning Balance Part 2/8)Prepare information to create contact in PEAK
- Record Inventory (Beginning Balance Part 3/8)Prepare information to create inventory in PEAK
- Create Finances (Beginning Balance Part 4/8)Prepare information to create finance channels in PEAK
- Set Up Accounts Receivable (Beginning Balance Part 5/8)Input Beginning Balance of Accounts Receivable to PEAK
- Set Up Accounts Payable (Beginning Balance Part 6/8)Input Beginning Balance of Accounts Payable to PEAK
- Set Up Fixed Asset (Beginning Balance Part 7/8)Record Beginning Balance of Fixed Assests
- Record Trial Balance (Beginning Balance Part 8/8)Input Beginning Balance of Accounting Information to PEAK
- Export Sales Tax Report in Revenue Menu (TI007)Export Sales Tax Report in Revenue Menu (TI007)
- Export Billing Note Report (BN007)Export Billing Note Report (BN007)
- Export Receipt Report (RT018)Export Receipt Report (RT018)
- Export Invoice Report (IV014)Export Invoice Report (IV014)
- Export Quotation Report (QO008)Export Quotation Report (QO008)
- Create a billing note (BN001)Create a billing note (BN001)
- Voiding a receipt (RT003)Void receipt (RT003)
- Create a Separated Sales Tax Invoice (TI003)Create Sales Tax Invoice (TI003)
- Creating Receipt/Tax Invoice (TI002)Creating Receipt/Tax Invoice (TI002)
- Create Invoice/Tax Invoice (TI001)Create Invoice/Tax Invoice (TI001)
- Creating a receipt following an invoice (RT002)Creating a receipt following an invoice (RT002)
- Create a receipt (RT001)Create a receipt (RT001)
- Create multiple invoices from a single quotation (IV003)Create multiple invoices from a single quotation (IV003)
- Create invoice from a quotation (IV002)Create invoice from a quotation (IV002)
- Create Quotation (QO001)Create Quotation
- Export Purchase Tax Report in Expenses Menu (RP010)Export Purchase Tax Report in Expenses Menu (RP010)
- Export Combined Payment Note Report (CPN007)Export Combined Payment Note Report (CPN007)
- Record Inventory Purchase (NE001)Record Inventory Purchase (NE001)
- Create Combined Payment Note (CPN001)Create Combined Payment Note (CPN001)
- Editing the carried forward balances of inventory (NI009)Editing the carrying balance in products (NI009)
- Void a purchase order not yet recorded as an expense (PO005)Void purchase order (PO005)
- Edit a purchase order (PO004)Edit purchase order (PO004)
- Creating a purchase order from a quotation (PO002)Creating purchase orders from quotation (PO002)
- Creating a purchase order in NEW PEAK (PO001)Creating a purchase order in NEW PEAK (PO001)
- Void Combined Payment Note (CPN004)Void Combined Payment Note (CPN004)
- Export Expense Record Report (RP009)Export Expense Record Report (RP009)
- Adding A New Product/Service Unit (NI002)(NI004)The procedures of adding new units of product and service in PEAK (NI002)(NI004)
- Export Individual Product Report in New PEAK (NI011)Export Individual Product Report in New PEAK (NI011)
- Export Product/Service Report (NI010)Export Product/Service Report (NI010)
- Export Cash Flow Statement Report (NA016)Export Cash Flow Statement Report (NA016)
- Export Statement of Financial Position Report (BS001)Export Statement of Financial Position Report (BS001)
- Export Income Statement Report (PL001)Export Income Statement Report (PL001)
- Create WHT (PT021)Create WHT (PT021)
- Add New Chart of Accounts (NA001)Add New Chart of Accounts (NA001)
- Export General Ledgers Report (GL001)Export General Ledgers Report (GL001)
- Export Trial Balance Report (TB001)Export Trial Balance Report (TB001)
- Export Daily Journal Report (NA011)Export Daily Journal Report (NA011)
- Export Chart of Accounts Report (NA010)Export Chart of Accounts Report (NA010)
- Export Withholding Tax Report (NF013)Export Withholding Tax Report (NF013)
- Export Withheld Tax Report (NF014)Export Withheld Tax Report (NF014)
- Creating Documents By Using Foreign Currency (NP010)Creating Documents By Using Foreign Currency (NP010)