Financials

Sales Ledger

The Sales Ledger has built-in credit control facilities so that customer account information is all at your fingertips. And it makes revenue forecasting easy with the automatic calculation of average debtor days for both individual customers and your entire company. You can e-mail statements to customers, copy invoices and debtors letters. You can view your sales information in a way that is meaningful to you, as Opera 3 offers Views that you can customise. And of course, it caters for multi-currency and handles all your customer profiles and trading terms, as well as invoices, credit notes, receipts, refunds and adjustments.

Purchase Ledger

With Opera 3, all your supplier transactions are thoroughly and securely managed from start to finish. Your cashflow is automated and improved with comprehensive cheque and BACS payment routines, e-mail remittances (individual or batched), and the calculation of creditor days. It gives you dynamic access to purchase information across multiple periods and you can view the information you need in the manner you choose. The integrated Purchase Invoice Register allows invoices and credit notes to be posted and remain in the register until they are authorised, giving you greater control over every document received. What’s more, with back-to-back processing to the Fixed Assets module, you can create an Asset record when posting an invoice to save re-keying information.

Nominal Ledger

Nominal Ledger includes analysis of Account, Type, Sub-type, Cost Centre plus two further user-definable levels as standard, giving you access and in-depth analysis at transaction level for the past 9 years. Get management information and reports from Financials, Supply Chain and Payroll & HR. You can apply budgets at all four analysis levels, for current or future periods and years, with full percentage variance analysis and reporting. You can even easily change your year start date and maintain your data integrity. Transactions can easily be posted from other applications such as Sales, Purchase, Cashbook and Payroll into any open period of the last, current or next 3 financial years. Other applications post to the Nominal Ledger by either batch update or real-time transfer. Even mis-posted nominal journals can be reversed and rectified quickly and accurately.

Cashbook

You don’t need us to tell you how critical effective cash management is. With Cashbook you can post transactions directly from the Financials, while the reconciliation function allows you to post unexpected entries, interrogate transactions and save incomplete reconciliations so you can finish them later.

Costing

With Opera 3 Costing you can track job costs and revenues against budgets, and you can break down costs against a variety of categories including Labour, Contractor, Direct Expense, Stock and Interim Billing. Group jobs under contract headings or post against optional phases, and stay easily in control.

Multi-Currency

Opera 3 handles unlimited currencies, exchange rates per transaction type and the calculation and recording of exchange rate fluctuations.

EC Vat

Opera 3 makes short work of defining and maintaining the information you need to produce EC Sales Lists (ESL) and Supplementary Declarations (SD). The EC Sales List report generates an XML upload file for submission via the HMRC website. And if you are using foreign currency accounts, Opera 3 can generate the appropriate VAT rate codes for EC sales and purchases. EC VAT will then collect the information needed to produce the returns for trading with EU member countries.

Fixed Assets

Keep track of your assets from the minute they become part of your company right until you dispose of them. Opera 3 Fixed Assets will track their depreciation rates and maintain the correct net book value for them throughout their life cycle. It caters for all types of assets, including Finance or Operating Lease and Hire Purchase or Lease Purchase assets. What’s more, the Import routine makes it simple to import existing asset lists from a spreadsheet in bulk.

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Supply Chain Management

With Average Debtors Day calculation per customer, Opera 3 helps you manage aged debt, for a realistic revenue forecast. Integrate sales orders, purchasing and stock with the relevant financial information, and automate the delivery of your customers’orders. Opera 3 gives you the power to keep a close eye on your Purchase Orders, and respond to demand for products and pricing, quickly and efficiently. Opera 3 is a powerful tool for retaining customer loyalty and increasing levels of customer satisfaction.

Sales Order Processing

Opera 3 doesn’t just generate sales documents; it also checks for customers’ special price lists, discounts and credit limits. It provides back-to-back order processing with Purchase Order Processing and part-progression of documents in the sales cycle. It offers batch processing of documents with the ability to e-mail all documents within the sales cycle, and a Repeat Invoice facility, to help you save both time and money. And as if all that wasn’t enough, it also offers a Global Price Changes utility, making it easy to maintain pricing information.

Purchase Order Processing

Opera 3 simply and swiftly generates all documents for the whole purchase process from start to finish. Purchase Documents give greater control over the organisation of Purchase Orders in your business. Multiple supplier documents can be optimised to create a single document for progression to a purchase order. Matching receipts and supplier invoices back to the purchase order gives you control over stock and financial management. The Supplier Product File links stock items to supplier records, remembering supplier references, cost prices, economic order quantities and lead times, so you don’t have to.

Stock Control

Opera 3 takes various costing methods and multiple warehouses in its stride. It allows you to apply different cost and selling prices, with minimum stock and re-order levels for each warehouse, meaning you can arrange your stockholding exactly how you like. Stock Control offers a Stock Take facility that also caters for traceable items, and a Global Price Changes utility which makes it really easy to maintain pricing information for stock items. GRN and RTV processing comes as standard and provides a controlled and traceable process of receipting or returning stock, and you can also create Quarantine warehouses to hold goods prior to being moved into stock.

Bill of Materials

Opera 3 provides fast and accurate manufacturing information including work in progress, assembly structure detail, batch/serial item location and assembly cost reports. It features automatic works order generation from sales orders or re-order levels, batch works order progression and a comprehensive enquiry facility. Assembly structures can be as simple or as complex as you require, including sub-assemblies and components such as raw materials, labour or description only. Further flexibility is supplied by the Kitting function, which allows works orders to be raised and the build quantity of the finished assembly to be moved into stock in a single posting.

Payroll & HR

Pegasus have worked long and hard to make your payroll functions quick and easy, with Opera 3 Payroll, complicated payroll procedures are simplified and automated. For additional peace of mind, Opera 3 Payroll is fully tested against the HM Revenue & Customs Payroll Standard and Pensioner Payroll Standard.

Scalable

No matter what the size of your operation, Opera 3 provides the power and flexibility you need. Its multi-company capability, coupled with unbeatable speed of processing, mean that it’s equally at home in a payroll bureau.

Online Filing Manager

Opera 3 allows you to submit P14 & P35 returns and In-Year forms (P45(1), P45(3), P46, P46(PEN)), ensuring you are compliant with legislation, with unlimited test facilities to guarantee acceptance. The Pegasus Online Filing Manager was the first application to gain HM Revenue & Customs (HMRC) approval for verifying and electronically submitting P14 and P35 information, and continues to be a trusted service for thousands of companies across the UK.

Personnel

Accurate, detailed and up-to-date information on employees is key to the running of a successful HR function. Opera 3 enables the management of all employee-related processes including recruitment, retention, training, disciplinary actions, absenteeism, job changes and salary updates. It helps any company to be a people company.

Payroll

Opera 3 Payroll simplifies your key tasks and is fully accredited by HMRC so you will always have peace of mind.

Highlights:

Links to Nominal Ledger, Cashbook and Document Management

Submit End-of-Year returns and In-Year forms (P45 Parts 1 & 3 and P46) via the Government Gateway

Weekly, fortnightly, four-weekly and monthly paid employees can be maintained all on one company

Unlimited employee profiles, companies and employees

Employee payment details and payslip images held for up to 999 pay periods

Payslips from past periods can be reprinted at any time

P32 Processing, consolidation and payment recording

BACS, cheque and cash pay methods are supported

Automatic management of Student Loan repayments

Directors' National Insurance calculations

Multiple pension scheme management

Track key changes with the Audit Log

Calculation of SSP, SMP, SPP and SAP with complex legislation built in

Automated processing of Attachment from Earnings Orders

Accommodates retrospective NI changes

Calculates holiday pay across year end

Timesheet import facility

Definable reports and payslips

Group password control and menu level access restriction

Customer Relationship Management (CRM)

Managing opportunities and converting them into sales: that’s what running a business is all about. Opera 3 CRM allows you to not only generate prospects, but also to effectively manage your relationship with these prospects so that they become customers. It then goes on to give you all you need to retain those new customers through effective account management and marketing. By streamlining your marketing activity and sales cycle, Opera 3 gives you the power to manage the progression from prospect to customer. It helps make sure you never miss an opportunity or lose sight of a customer, and gives the sales team vital access to all prospect and customer information, even when they are on the road. Once a prospect becomes a customer, you can continue to log activity such as mailings, conversations, tasks and promotions. Opera 3 CRM integrates with MS Outlook®, Excel® and Word® so that you can manage your customer and prospect communications. It maintains individual contact details (including separate site addresses) within a company, automatically adds new contacts to your Outlook address book and continuously updates the history of contacts with every letter, mailshot and Outlook appointment. Seamless integration with Supply Chain Management and Financials eliminates re-keying and ensures account information is always close to hand. Opera 3 CRM makes it easy for you to generate specific quotations for a customer or prospect and to create tailored mailshots using contacts filtered by multiple criteria or pre-defined groups. It analyses opportunities by referral method, type and competitor, and it assesses sales by opportunity status, user, contact or company for a given date range.

Service & Helpdesk Management

After the sales cycle is completed, offering exceptional after-sales service and care is vital for customer retention. And this is where Service & Helpdesk Management is invaluable. Working with CRM, Invoicing/SOP and Stock Control, Service & Helpdesk Management streamlines and simplifies the management of service and maintenance contracts with your customers. It provides you with a comprehensive picture of customer contracts, from quote and order right through to delivery, installation, service and billing. Activities such as site visits and helpdesk calls can be logged against the relevant contract so that a full history is compiled and stored for easy access when needed. Service & Helpdesk Management provides a central point for recording problems, change requests, installation and preventative maintenance visits, as well as the means to track, plan and resolve issues. Each helpdesk call can have activities, notes and documents associated with it. Calls build into a comprehensive history of visits at contract and site level, whilst it also offers the facility to compile and maintain a knowledge base of FAQs and known issues for fast resolution of calls. An intuitive Resource Scheduler allows for complex planning of engineers, staff and any other resources, enabling the most efficient allocation to jobs. Service & Helpdesk Management offers unbeatably comprehensive reporting capabilities, including Fault Code analysis and Worksheet Entry for recording and posting time, expenses, parts, consumables and requisitions. These reports can be exported straight into Excel. Service Contracts can be processed with flexible billing periods and items. Keep up to date with Contract Renewal and Warranty Expiry reporting with mail merge facilities. Integration with Costing allows the calculated cost and revenue to be posted to each relevant job, project, or cost code. PDAs, Tablets, web forms and TomTom® Business Solutions can be configured to integrate with Service & Helpdesk Management, so that engineers on the road can have up-to-the minute contact with head office. Data such as customer signatures, time, parts and expenses can be sent directly from the engineer’s PDA to the back-office system, so that no separate entry is required and no work is duplicated. And with worksheet billing, you can create invoices directly from this information, which means faster invoicing to improve your cashflow. Opera 3 Service & Helpdesk Management is full of clever ways to make your life easier, and keep customers happy.

Business Intelligence

XRL for Opera 3

Pegasus XRL is a powerful reporting tool that will change the way you view your business, for good. With easy access to the information held within Opera 3, you can analyse, manipulate and report using the Excel interface that you’re familiar with. The reports you create can be saved for future use and will refresh at the click of a button to provide the most up-to-date information. Reports can be created using macros and data look-ups. Pegasus XRL includes the use of headers, details, subtotals and footer sections, so you can apply Excel’s diverse range of report styles, formats and printing options to all your business data. There’s no more copying and pasting, re-keying or laboriously working out formulas: Pegasus XRL allows Excel to access live data at the click of a mouse.

Pegasus Dashboards

Making the right decisions at the right time is crucial to any business. That’s exactly what the Pegasus Dashboards help you to do. Displaying key business information in real time, the Dashboards give you an accurate and up-to-the-minute visual representation of the current status of your business affairs. Key aspects such as sales performance, stock levels and key performance indicators are presented in graphical charts, so you can quickly spot things that might need your attention. You can create multiple dashboards , and you can export information from the Dashboards to Excel for further manipulation, if required. Charts can be customised to display information according to the individual requirements of your role, with drilldowns to the underlying data. You modify existing charts or create your own, and publish them to other Pegasus Dashboard users in the company. It’s an invaluable way to manage performance and drive results in a fast-moving and ever-changing world.

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Document Management

A place for everything, and everything in its place. It may sound old-fashioned, but when it comes to document management, it’s the future. Document Management captures all your essential business documents and stores them electronically, for instant access. It integrates across all Opera 3 applications so that you can securely store any type of document relating to any transaction. Customer orders, supplier invoices, credit notes, signed delivery notes, job costing timesheets, Payroll & HR documents and general correspondence can all be captured and stored. Stored documents can be easily accessed using friendly, easy-to-use retrieval software, and can even be reported on. Ease of use is built in. Documents can be captured and indexed individually, in batches or by barcode. Captures are automatically tracked, with full auditability from individual files to system level. Reporting can be done by date or user range.