Executive Dashboard

Executive Dashboards provides a visually stunning presentation of key business data in real time, through a wide range of user selected formats, with powerful drilldown to underlying data. This allows the management team to easily identify trends and issues and take immediate action. Each operator can define their own individual Dashboard, depending on their role and responsibility. Relevant critical information for each area can be tracked such as sales performance, financial key performance indicators and stock levels, enabling informed decisions to be made quickly and effectively. Therefore if you are a managing director, financial manager or head of sales, you can have your own Dashboard designed to fit the way you see the business. The Executive Dashboards are linked to Opera II data in real time so that any information displayed is up-to-the-minute with the ability to drill down on business data and further drill down to the document image, such as an individual sales invoice.

Document Management

Document Management is a complete image capture and file management system that captures all your essential documents and stores them electronically, for instant access. Document Management integrates seamlessly with Opera II and will drive significant cost savings to any organisation. Document Management allows for a full representation of your key business information, from general correspondence to sales orders, supplier documentation including delivery notes, invoices and credit notes, job costing paperwork, such as time sheets and requisitions, and many other types of information.

Sales Ledger

Manage your customers efficiently and control customer records by creating profiles and trading terms, process invoices, credit notes, receipts and refunds. The Sales Ledger has built-in credit control facilities and improves cash flow by allowing tighter control in the management of customer payments, with calculation of average debtor days and revenue forecast.

Purchase Ledger

Total management system for controlling supplier transactions. The Purchase Ledger has account level security with the ability to hold invoices for authorisation. Payment workflow is enhanced though BACS and cheque payment routines combined with e-mail remittance.

Nominal Ledger

This is the heart of your company’s financial position. The Nominal Ledger allows both batch and real-time data from the other ledgers and also SOP, Invoicing, Payroll, Cashbook and Stock to provide management information and reports to track trends and company performance. Budgets can also be applied at account or cost centre level with variance analysis and reporting.

Advanced Nominal Ledger

Provides comprehensive analysis and financial reporting facilities ensuring you are always in full control. Report on information such as revenues and expenses by Nominal Account, Cost Centre, Project or Department.

Cashbook

Cash management is a critical part of a company’s health and the Cashbook allows the posting of transactions with full reconciliation facilities.

Payroll

Payroll is available as a standalone module or combines with the other modules available for Opera II. The Payroll module also links to the Personnel and P11D modules available as part of the Opera II business and accounting solution from Pegasus.

Reporter

Reporter module allows you to develop your own reports. User-defined reports can then be appended to the individual module Report menus for ease of access. Complete flexibility is achieved through sophisticated data-selection techniques.

Sales Order Processing

Generates sales documents, applies customers’ special price lists, discounts and credit limits. Also provides back to back order processing facilities when circumstances dictate, as well as part-progression of sales documents. Allocation and picking provides even greater control over the sales and delivery cycle.

Purchase Order Processing

Generates purchase documents through to supplier invoices, whilst the re-order facility assists in maintaining and controlling stock at their optimum levels. Multiple supplier documents can be optimised, creating one document for progression to a purchase order. Matching of receipts and supplier invoices back to the purchase order provides tighter control over stock and financial management.

Costing

Costing allows the tracking of job costs and revenues against budget. These costs can be broken down by a number of categories including Labour, Contractor, Direct Expense, Stock and Interim Billing. Any Timesheets raised for work on jobs can easily be transferred into Payroll to update employee records.

Personnel

The Personnel module provides a comprehensive tool for the management of employee data. Linked to the Payroll module, it enables your company to manage everything from recruitment, retention and training to disciplinary actions, absenteeism and job changes, and updates salary dynamically to the Payroll. It records variable working patterns that you can assign to employees and offers the ability to store Expense and Benefit information for each employee; photos of employees and documents, such as contracts of employment, can be attached to employee records. Absenteeism is held in hours and minutes with drilldown facility, and Diary options include printing whole year or current month or specific transactions only with drilldown facility. Moreover, it provides a global Salary Update facility with Salary Transaction History and hourly rate information, as well as management reporting, calculation of Statutory Sick Pay and updates to Payroll.

Bill of Materials

Provides fast and accurate manufacturing information including work in progress, assembly structure detail, where used or assembly cost reports and batch/serial item location from works orders. It features automatic work order generation from sales orders, batch works order progression and a comprehensive enquiry facility. Assembly structures can be simple or complex, including sub assemblies and components such as raw materials, labour or description only. The kitting function allows further flexibility by enabling works orders to be raised and receive the build quantity of the finished assembly into stock in a single process.

XRL for Opera II

XRL is an intuitive addition to the capabilities of Microsoft Excel. It provides powerful and adaptable access to the financial and distribution modules within your accounts package. With its flexibility, ease of use and advanced drilldown capabilities, XRL delivers fast and accurate information to provide enhanced analytical power.

Multi-Currency

Opera II Nominal Ledger holds unlimited currencies, exchange rates per transaction type and calculates and records exchange rate differences easily and efficiently.

Stock Control

Designed to simplify the way you manage the stock requirements of your business. Supporting various costing methods, it tracks your stock movements – even across multiple warehouses. Quarantine warehouses can be used to inspect goods prior to them being moved into stock and you can also apply different cost and selling prices for each warehouse, allowing you to arrange your stockholding how you like.

EC Vat

If you are using foreign currency accounts, appropriate VAT rate codes for EC Sales and Purchases can also be set up. This module will then collect information needed to produce VAT returns for trading with EU member countries.

Sales Pipeline Management (SPM)

SPM gives you clear visibility into all stages of the sales process. From the first point of contact, you can manage prospects, convert prospects to customers, manage the customer relationship, report on their profitability and increase your business potential with them, all from one solution.