English Manual for PEAK Account Users | Peak Support

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English Manual for PEAK Account Users

English Manual for PEAK Account Users

By Benz and 1 other2 authors54 articles

Beginning Balance

Record a Beginning Balance (Beginning Balance Part 1/8)

Create Contacts - Customer/Vendor (Beginning Balance Part 2/8)

Record Inventory (Beginning Balance Part 3/8)

Create Finances (Beginning Balance Part 4/8)

Set Up Accounts Receivable (Beginning Balance Part 5/8)

Set Up Accounts Payable (Beginning Balance Part 6/8)

Set Up Fixed Asset (Beginning Balance Part 7/8)

Record Trial Balance (Beginning Balance Part 8/8)

Revenue

Export Sales Tax Report in Revenue Menu (TI007)

Export Billing Note Report (BN007)

Export Receipt Report (RT018)

Export Invoice Report (IV014)

Export Quotation Report (QO008)

Create a billing note (BN001)

Voiding a receipt (RT003)

Create a Separated Sales Tax Invoice (TI003)

Creating Receipt/Tax Invoice (TI002)

Create Invoice/Tax Invoice (TI001)

Creating a receipt following an invoice (RT002)

Create a receipt (RT001)

Create multiple invoices from a single quotation (IV003)

Create invoice from a quotation (IV002)

Create Invoice (IV001)

Create Quotation (QO001)

Expense

Export Purchase Tax Report in Expenses Menu (RP010)

Export Combined Payment Note Report (CPN007)

Record Inventory Purchase (NE001)

Create Combined Payment Note (CPN001)

Editing the carried forward balances of inventory (NI009)

Void a purchase order not yet recorded as an expense (PO005)

Edit a purchase order (PO004)

Creating a purchase order from a quotation (PO002)

Creating a purchase order in NEW PEAK (PO001)

Void Combined Payment Note (CPN004)

Export Expense Record Report (RP009)

Products

Adding A New Product/Service Unit (NI002)(NI004)

Export Individual Product Report in New PEAK (NI011)

Export Product/Service Report (NI010)

PEAK Payroll

PEAK Payroll (PR001)

Import Employee Data to PEAK Payroll (PR007)

PEAK Asset

Add Asset Group (PA002)

Other

Export Working Paper Report (NA017)

Export Cash Flow Statement Report (NA016)

Export Statement of Financial Position Report (BS001)

Export Income Statement Report (PL001)

Create WHT (PT021)

Add New Chart of Accounts (NA001)

Export General Ledgers Report (GL001)

Export Trial Balance Report (TB001)

Export Daily Journal Report (NA011)

Export Chart of Accounts Report (NA010)

Export Withholding Tax Report (NF013)

Export Withheld Tax Report (NF014)

Creating Documents By Using Foreign Currency (NP010)