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English PEAK User Manual

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English PEAK User Manual

Online Accounting Platform, Friend of Business

Tutorial for New Users

(Getting Started with PEAK : Program Introduction for Entrepreneurs)

Video 1:

PEAK Introduction - Overall and Operational Concept⁠

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Video 2:

Kick-Start | How to create an account⁠

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Video 3:

Kick-Start | How to create business documents⁠

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Video 4:

Easy Document Management with PEAK⁠

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Video 5:

PEAK Tutorial for Entrepreneur Advanced Level - Dashboard⁠

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Video 6:

PEAK Tutorial for Entrepreneur Advanced Level - PEAK Payroll⁠

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Video 7:

PEAK Tutorial for Entrepreneur Advanced Level - PEAK Board⁠

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Tutorial for Accountants

(Step-by-Step Menu Instruction)

Revenue Menu: Document Creating, Sales Records, and Report Exporting

Quotation

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Create Quotation⁠

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Invoice

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Create Invoice⁠

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Create invoice from a quotation⁠

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Create multiple invoices from a single quotation⁠

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Creating Documents By Using Foreign Currency⁠

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Receipt

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Create a receipt⁠

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Creating a receipt following an invoice⁠

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Voiding a receipt⁠

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Tax Invoice

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Create Invoice/Tax Invoice⁠

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Creating Receipt/Tax Invoice⁠

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Create a Separated Sales Tax Invoice⁠

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Billing note

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Create a billing note⁠

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Report

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Export Quotation Report⁠

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Export Invoice Report⁠

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Export Receipt Report⁠

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Export Sales Tax Report in Revenue Menu⁠

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Export Billing Note Report⁠

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Expenses Menu: Document creation, Payment Records, and Report Exporting

Purchase Order

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Creating a purchase order⁠

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Creating a purchase order from a quotation⁠

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Edit a purchase order⁠

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Void a purchase order not yet recorded as an expense⁠

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Inventory Purchase and Expenses

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Record Inventory Purchase⁠

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Combined Payment Note

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Create Combined Payment Note⁠

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Void Combined Payment Note⁠

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Report

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Export Expense Record Report⁠

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Export Purchase Tax Report in Expenses Menu⁠

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Export Purchase Tax Report in Expenses Menu⁠

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Accounting Menu: Accounting Entries, Financial Reports Exporting

Chart of Accounts

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Add New Chart of Accounts⁠

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Export Chart of Accounts Report⁠

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Daily Journal Report

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Export Daily Journal Report⁠

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General Ledgers Report

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Export General Ledgers Report⁠

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Trial Balance Report

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Export Trial Balance Report⁠

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Statement of Financial Report

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Export Statement of Financial Position Report⁠

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Export Income Statement Report⁠

Contact Menu:

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Export AR/AP Aging Report⁠

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Product:

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Export Product/Service Report⁠

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Finance Menu:

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Export Witholding Tax Report⁠

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- For more information, please contact : PEAK Call Center 1485 -

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