Pegasus XRL

Award-winning reporting tool

The most common concern for users of accounting and business software is the inability to easily extract meaningful information from their system in order to gain timely insights into the performance of their business. Award-winning Pegasus XRL is a powerful tool which links Opera 3 with Microsoft Excel, enabling you to import live financial data into a spreadsheet. With its flexibility, ease of use and advanced drilldown capabilities, Pegasus XRL delivers fast and accurate information to provide enhanced analytical power for better decision-making.

 


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Pegasus XRL Benefits

  • Significant time savings over manual entry
  • Data can be presented in graphical form so that it's easier to understand​
  • Accuracy of data transfer which ensures accurate results​
  • Powerful analytical tools provide instant management information which can be used for forecasting

Drilldown

Not only can you export data into Excel, but you can also interrogate those fields and drill down to the transactions behind them. For example, a Turnover Value for a customer can be interrogated to extract invoice numbers and then further so that you can see the stock items which make up that invoice. The real power of this would be seen if you were asked to explain a value on a spreadsheet such as “Total Debtors”: using drilldown to investigate the transactions behind the field, you would have an immediate answer and would not have to refer back to Opera 3.

Ease Of Use

Pegasus XRL appears as an additional menu item in Excel. Any Microsoft Excel user, regardless of their broader technical awareness, can quickly learn how to use XRL Wizards to create bespoke reports and analysis based on live Opera 3 data, often with just a few clicks of the mouse. Management can therefore view and manipulate complex business reports in a familiar spreadsheet format. The XRL Wizard will help you create reports by extracting the data into Excel. Simply select the Company which you want to extract data for, identify the area of the system you are interested in (such as Sales, Stock, Costing, Payroll) and choose the fields. Plus, it’s all written in simple English so that you don’t have to work with technical jargon. Getting your company’s data into Excel will take seconds!

Writeback To Opera 3

The Data Send facility in XRL allows you to take information prepared in Excel and write it back into Opera 3. Information such as Nominal Budgets, Price Lists and Stock Adjustments can be entered with minimal effort.

Reporting Power

Not having to enter information into a spreadsheet gives you more time to produce detailed analysis. With XRL you can create links between the data in Opera 3 and cells in a spreadsheet, so that you can design Management Reports such as P&L and Balance Sheets in Excel to present up-to-date, accurate information based on the live data within Opera 3. Producing Management Reports with XRL is quick and easy, while further reporting power is provided by multidimensional analysis tools such as Cube Analysis and shortcuts to Excel Pivot Tables.

TMB Privacy Policy

Why do we hold personal data?

Like any business, TMB Group has to keep personal data about staff, clients and potential customers. When you fill in the contact form on our website, for example, we need to keep a record so we can get back to you. Data is also held so we can deliver our services and so we can provide useful information, such as security update news.

What data do we keep?
Depending on our relationship with you, we’ll hold information such as your first and last names, your email address, your phone number and your postal address. We will also possibly have details about your business and those who work for you. If you’re a customer, then we may have some of your banking detail so we’re able to accept payments for the services we provide.

How is your data stored?

As a responsible IT company, TMB stores personal data on secured computer systems. Anything that is archived will be placed on encrypted drives.

We do use third-party customer management software, Autotask, which means data may be stored on their servers, but only the data we need to deliver our services. The same goes for the Microsoft services we use, such as Word, Excel and PowerPoint, which store information on Microsoft’s cloud servers. We also use Mailchimp for marketing purposes: to send emails and to manage subscriber lists.

These third parties are not permitted to share your data or to use it for marketing purposes. You can find Autotask’s privacy policy here: https://www.autotask.com/privacy-policy. Microsoft’s privacy policy for Office 365 is here: https://www.microsoft.com/online/legal/v2/?docid=43. Mailchimp’s policy is here: https://mailchimp.com/legal/privacy.

How long do we keep your data?

We will keep your data in our systems until it is no longer relevant to our business, but you can request that we remove or update it at any time. We will also inform any relevant third parties of your request.

Access to your information

The key thing to remember is that your data belongs to you. That means you can request copies of your personal data any time you like, or to access and update it. You also have the right to be forgotten, so if you ask that we delete your data, we will do so or provide a valid reason why we are unable to. We will, of course, require proof of your identity before addressing any such request.

Depending on your request, your information may be provided to you electronically. In such cases, it will be provided in a commonly used format.

Unsubscribing and deletion

Unsubscribing is not the same as a request for us to delete personal data. If, for example, you unsubscribe from a mailing list, it is necessary to keep your email address on record to prevent marketing email from being sent to you. If we were to delete that information, we would have no way to tell if you have unsubscribed. Nevertheless, you still have the right to request erasure of your personal data.

Your right to complain

If, for any reason, you are unhappy with the way your personal data is treated by us, you have the right to complain to a supervisory authority. In the UK, that would be the Information Commissioner’s Office (ICO).

Website analytics

Anyone who visits our website will automatically have data about them collected via Google Analytics. This gives us broad information about what people are doing on our website and which pages they are looking at. It does not provide us with personal information that could be used to identify individuals.

Cookies

Cookies are small text files that web browsers receive from websites. They are stored on your computer, and they enable sites to do things like remember if you’ve visited before, if you’re a customer, what your preferences are and so on. You are entitled to view our website without them, but you may lose this kind of functionality if you do so.

International data transfers

Information that we collect may be stored and processed in and transferred between any of the countries in which we operate in order to enable us to use the information in accordance with this privacy policy.

Data controllers and processors

TMB is the controller for marketing activity and personal data/special category data we hold on our own employees, but we are the processor when processing our customers’ personal data (e.g. buying a licence for a named individual).  We  may use sub-processors for processing data given to us by customers.

What we won’t ever do is sell your data. And if you sign up to our mailing list, you’ll only receive marketing material from TMB as a result – no one else.

For any questions regarding your data, contact TMB’s technical director, Richard Shuker, at [email protected] or write to us at A1 Endeavour Business Park, Penner Road, Havant, Hampshire, PO9 1QN..