Pegasus Opera 3 Release Details October 2014 · Management Centre application on a current AMC. 4...

Pegasus Opera 3 – Release Details

October 2014

www.enhanced.co.uk 2

CONTENTS Latest Release: Opera 3 (2.14) ............................................................................................................... 3

Opera 3 (2.13): ........................................................................................................................................ 5

Opera 3 (2.12): ........................................................................................................................................ 8

Opera 3 (2.00) ....................................................................................................................................... 10

Opera 3 (1.82): ...................................................................................................................................... 11

Opera 3 (1.81): ...................................................................................................................................... 12

Opera 3 (1.70) ....................................................................................................................................... 14

Opera 3 (1.60) ....................................................................................................................................... 16

Opera 3 (1.50) ....................................................................................................................................... 17

Opera 3 (1.30) ....................................................................................................................................... 22

Opera 3 (1.20) ....................................................................................................................................... 24

Opera 3 (1.00) ....................................................................................................................................... 27


LATEST RELEASE: OPERA 3 (2.14)

NEW Debt Management feature The new Debt Management feature, in the Credit Management Centre, takes tackling

customer debt to the next level. It allows you to create up to 9 levels of

correspondence, such as debtor letters and e-mails, to speed up customer payments.

Correspondence can be generated and sent in bulk or to individual customers; it can

be sent via e-mail, or printed for customers that require a hard copy. Debt

Management is available as standard to Opera 3 customers with the Credit

Management Centre application on a current AMC.


Scheduler: enhancements A new Scheduler Service (2.00) provides server-side processing for both printed and

e-mailed Debt Correspondence. For printed correspondence, the Scheduler Service will

create the mail-merged PDF files and print. For e-mailed correspondence, the

Scheduler Service will generate and e-mail the mail-merged PDF files.

Pegasus Web Xchange and Payroll Self Service: enhancements

Employee Pensions for better visibility To give employees better visibility of their personal information, an additional menu option “Your Pensions” will be added to Payroll Self Service. This will allow users to view their pension information including details of their current pension provider, a summary of their current pension scheme, their current contributions and their auto enrolment status. Plus, they'll be able to drill down to a detailed breakdown of their overall pension contributions and filter by pension scheme and/or year.In addition, users will be able to view a breakdown of the Opera 3 Payroll deductions that relate to pension payments. Payroll Self Service Validator The enhanced Payroll Self Service Validator will validate new pension information to be extracted to Pegasus Web Xchange. In addition, an uplift to the interface will make it more intuitive and user-friendly.


OPERA 3 (2.13):

Salary sacrifice, NOW: Pensions Integration and

Pegasus Web Xchange enhancements

Salary sacrifice

Opera 3 Payroll was enhanced with automated salary sacrifice deductions to enable

Payroll to automatically calculate percentage based or fixed value sacrificed pension

contributions. The contribution amounts can be included on payslips within pension

contribution reports, and within pension export files. Salary sacrifice comes as

standard with Opera 3 Payroll, and is not available in Opera II.


Now: Pensions Integration NOW: Pensions provide a simple, cost-efficient workplace pension scheme that caters

for auto enrolment. The latest release of Opera 3 and Opera II allows users to create

the pension export file to be submitted to NOW: Pensions. The file includes employees

who are to be auto enrolled and the ongoing contribution amounts.

Reporting enhancements

We've added 10 further reports that can be output to Excel for better reporting across

the Sales and Purchase Ledgers, SOP, Payroll and Personnel, and Fixed Assets.

Pegasus Web Xchange - New e-mail profiles


The e-mail functionality within Pegasus Web Xchange and Payroll Self Service has

been developed further with e-mail profiles. Now Payroll Self Service administrators

can create an unlimited number of e-mail profiles, meaning there's no need to retype

messages every time you need to notify your employees so you can save time and

improve communication.


OPERA 3 (2.12):

Reporting and Pegasus Web Xchange

enhancements

We're pleased to announce more enhancements with the latest release of Opera 3

(2.12). The release features 17 additional reports for output to Excel to improve

reporting and decision making. The new reports include:

Purchase Ledger reports: Suggested Payments, Payments Forecast, Held

Invoices, Turnover, Realised Gains/Losses, Currency Revaluation, Account View -

Transactions

Sales Ledger report: Account View – Transactions

Nominal Ledger reports: Account Snapshot, Account Transactions, Account View –

History, Account – View History – Transactions

System reports: Detailed VAT Audit Trail, Detailed VAT Values

EC VAT reports: ESL Audit Trail, SD Audit Trail, VAT Reconciliation

Plus, 3 new tasks have been added to the Scheduler to help you operate more

efficiently, including Invoicing/SOP Reorganisation, POP Reorganisation and Stock

Period End.


Pegasus Web Xchange and Payroll Self Service Pegasus Web Xchange is a key focus going forward and we are currently looking at

making the product offering even more compelling by extending the solution into

other areas, such as employee timesheets, expense management, customer self-

service and purchase requisitions. The latest release of Pegasus Web Xchange (2.12)

includes a bulk e-mail facility for the Payroll Self Service Administrator. The

administrator can create and schedule an e-mail to single or multiple recipients at a

given date and time. To improve visibility of the Pegasus Web Xchange service, a new

Service Status View enhancement has been added. This is a portal for diagnostics

allowing the website administrator to monitor the status of all services.


OPERA 3 (2.00)

Pegasus Web Xchange and Payroll Self Service:

The latest release of Opera 3 (2.00) incorporates the Pegasus Web Xchange. The

Pegasus Web Xchange allows you to connect with your Opera 3 data remotely and the

first feature, Payroll Self Service, will empower employees and reduce HR costs.


OPERA 3 (1.82):

SEPA (Single Euro Payments Area)

SEPA is an EU initiative that will change the way euro denominated electronic

payments are processed across Europe. Opera 3 (1.82) will allow you to make SEPA

compliant euro electronic payments. You will also be able to record BIC and IBAN

against supplier, customer and bank account records.


OPERA 3 (1.81):

NEST Pensions (National Employment Savings

Trust)

NEST is a cost effective pension scheme that is available for any employer to meet

their new duties. NEST has a public service obligation to accept all employers that

want to use them. Available for Opera II (7.21) and Opera 3 (1.81), NEST is an

available feature.

Support for Windows 8 and 2012 server:

Opera 3 has been successfully tested and is now supported for Windows 8 and 2012

server.

E-mailing invoices through Repeat Invoices in SOP and Invoicing:

The latest release improves the e-mailing of invoices in SOP and Invoicing Repeat

Invoices. A new dropdown menu in the criteria selection form allows users to select to

E-mail invoices, Print invoices, or E-mail and print invoices offering a ‘one stop shop’.

The menu automatically defaults to the users last selection for future processing.


Stocktake: The stocktake application has been approved so users can include items in a

Stocktake with a negative value in stock quantity.

Online Filing Manager: The Online Filing Manager has been optimised, benefiting customers with a large

number of employees.


OPERA 3 (1.70)

New Credit Management Centre

The Credit Management Centre is a one-stop shop for all credit control functions and

is fully integrated with the Sales Ledger. With a series of easy to use dashboard

views, customers have instant access to the financial status of the company, their customers, and a diary view.

Customers can be grouped according to their debt history with user definable Credit

Management Groups such as High, Medium or Low Risk. Accounts can be marked as

on or off stop, have their credit limit amended, dispute invoices, change the due date

of invoices and move customers to a different Credit Management Group, either

individually or in bulk.

The credit controller can filter and view Customers in order of bad debt, easily create

Diary Actions for follow up, and record any promised payments. With drilldown to the

Account View, users have instant access to historical account information, eliminating

the need to navigate away from the Credit Management Centre to locate this crucial

information.

All relevant reports have been added to the Credit Management Centre, for ease of

use and access. There are two new reports; a Diary Actions report and Promised

Payments report, both of which can be sent directly to Microsoft Excel.


Improved Reporting: Historical Stock Valuation A new Historical Stock Valuation Report has been added to Stock Control. If this

functionality is activated, the system records the valuation of each stock record from

that date. It is then possible to report on the historic stock valuation for any day back

to that start date.

Report output to Excel: Sales Reports

The report output to Excel functionality has been extended to include the following

Sales Reports:

Disputed Invoices

Credit Control

Revenue Forecast

Realised Gains/Losses

Turnover Report

Currency Revaluation

SOP/Invoicing Enhancements

Repeat Invoicing and SOP/Invoicing Processing will now allow the use of predefined e-

mail profiles when generating documents like invoices, so customers can have their

invoices instantly and make significant savings in postage costs.


OPERA 3 (1.60)

Auto enrolment and CMEC changes

Opera 3 (1.60) incorporates the payroll statutory changes from October 2012

resulting from the introduction of Auto Enrolment of Pensions and changes made by

the Child Maintenance and Enforcement Commission with the introduction of the new

type of Deduction from Earnings Order (DEO).


OPERA 3 (1.50)

Work smarter, not harder with Opera 3

Your business can improve productivity with lots of new features in Opera 3

(1.50) across a range of applications. Look out for more error correction in the Sales

and Purchase Ledger, additional output to Excel reporting with many Nominal Ledger

reports, a new Chain task in the Scheduler, improvements to Stocktake and much

more.

Made a mistake? Error Correction extended

Now you can simply and easily correction allocations that have been incorrectly posted

in the Sales and the Purchase Ledger. A new Wizard is available from the Sales and

Purchase processing forms, which allows you to select the new Rectify Allocation

command.

This can be useful when you make mistakes in both allocating receipts to invoices, or posting a receipt to the wrong account, for example.

You can deallocate an allocation and therefore break the link between an Invoice and

a Receipt, so allowing the Receipt to be allocated to another Invoice. It is also possible

to deallocate the allocation and remove associated transactions such as receipts,

payments, refunds, discounts or exchange rate discrepancies.

Keep a history for audit trail purposes and a new Rectified Allocations report is

available to show these transactions. This information will be removed as part of the

Period End routines based on the number of periods defined in the Keep Transactions

field.


Report output to Excel - Nominal Ledger reports

Need to manipulate your data further? Many Nominal Ledger reports can be output to

Excel increasing the flexibility of reporting in Opera 3:

Audit Trail

Ledger Summary

Income

Expenses

Assets

Liabilities

Capital/Reserves

Budgets List

Nominal Analysis

Retrospective Debtors/Creditors Reports

What's more, the Debtors/Creditors Reports and Retrospective Debtors/Creditors

reports can now be exported to Microsoft Excel in a selected foreign currency.

Previously these reports could only be exported in the home currency.


Minimise disruption to your business - new Chain

Task in the Scheduler

The Scheduler allows you to schedule big tasks at a time that suits the business, as

you may want to run tasks out of office hours. A new Task Type called 'Chain' can be

created making it possible to link different tasks together so that they can be

processed automatically and in sequence. For example, you can create a Chain task to

run after the working day that links:

1. Data Backup task

2. Update Data Structures task

3. Nominal Ledger Period End task

All three tasks will be performed, one after the other. If a task is disrupted, the

following task will not be run.

The Scheduler has also been extended to allow Messaging and Shutdown functions to

be performed as part of the process when creating a new Task. For example, if

scheduling a task to run a Backup, it will now be possible to force a Shutdown and

send a message you about this task.


Did you know the Scheduler comes as standard with Opera 3?

For a true picture of stock - improvements to

Stocktake

Do you want to move stock that is currently in a Stocktake? Stock adjustments can

now be posted to Opera 3 even if an item's in-stock quantity changes whilst it is being

counted. This means that items can be received from suppliers or issued to customers

or production in Opera 3 whilst they are being counted in a stock take.

Stock adjustments can be posted from Stocktake even if the in-stock quantity in Stock

Control changes. Before Opera 3 is updated you will be warned that transactions have

been posted in Opera 3 and offers an audit report for the affected stock items. On the

Update Opera 3 form, the counted quantity is displayed alongside the adjusted

quantity in Opera 3. This adjusted quantity is the difference between stock level at the

beginning of the stock take and what is currently in stock now. You can then choose

the correct quantity to be posted back to Opera 3.

This allows you to continue to use the Stock application while a stocktake is being

performed, adding greater flexibility and accurate stock counts.

Do you want to restrict stock takes to specified Bin Locations? When creating a

Stocktake it is now possible to choose items based on their Bin Locations, as well as

by their Warehouses, Categories, Stock References and Status.

In addition to using the standard/average cost price to calculate the cost of Stocktake

adjustments, it is now possible to use the stock item's last cost. This is controlled from

a new option on the Stocktake Profile linked to the stock records.


New features in Open Period Accounting

If you are using Open Period Accounting, then the Sales Invoices/Credit Notes and

Receipts/Adjustments reports can now be viewed based on the transactions' Nominal

Ledger posting dates as well as the transaction date. Similarly the Purchase

Invoices/Credit Notes and Payments/Adjustments reports can also be viewed based

on the transactions' Nominal Ledger posting dates and transaction date.

This makes it easier with the reconciliation between Purchase Ledger postings and the

associated Creditors control account within the Nominal Ledger.

In the Purchase Invoice Register, when invoices and credit notes are posted to the

Purchase Ledger, if their transaction dates fall before the current Nominal Ledger

period they can now be posted to the respective open Nominal Ledger period. If the

Nominal Ledger period is closed the transaction will be posted to the current Nominal

Ledger period.

Payroll: Global Payment & Deductions

A new option has been added that allows you to both update employees who already

have the payment or deduction profile selected on their employee record, and to also

create new payments or deductions for employees where they currently do not exist.

For example, add a one off Payment Profile of 'bonus' to some employees that have

previously not received a 'bonus'.

Create BACS files and submit to Santander bank

If you are using the Payroll, Purchase Ledger or Cashbook applications, now you have

the ability to create and submit BACS files to Santander bank.


OPERA 3 (1.30)

Landed Costs - for a true stock valuation

Landed Costs are the additional costs incurred in getting goods you have purchased

overseas from your supplier to your premises, such as freight, import duty,

warehousing etc. It is important to keep track of landed costs in order to know the true profitability when selling your stock.

This will allow you to automatically calculate and record the expected landed costs at

the time of performing various stock-related postings, such as when receiving stock

via a purchase order.

These landed costs can be posted to the Nominal Ledger to ensure more accurate

Profit & Loss and Balance Sheet reporting, and will also be included within various

Stock-related processes, such as the Stock Valuation Report, to provide a more accurate picture of the true value of your stock.


Improved reporting - Retrospective Debtors and

Creditors

At present, the Debtors and Creditors reports within Opera 3 allow you to view the

outstanding debt “as at today”. New Retrospective Debtors and Creditors reporting is

now available in Opera 3 to allow you to show the outstanding debt “as at a specific

date in the past”.

New task for the Scheduler - Repeat Invoices

The Scheduler currently allows a number of tasks in Opera 3 to be scheduled to run

automatically. In Opera 3 (1.30), Scheduler functionality will be extended to include

running repeat invoices. This will allow a batch of repeat invoices to be scheduled to

run unattended at a time that suits you.

Stocktake Discovery

New options available during the creation of a Stocktake will let you include traceable

items that don't yet have batch or serial numbers, and choose whether or not to

include zero quantity batches. In addition, the new Discovered Items feature will allow

you to add to the ongoing Stocktake any unexpected batch or serial numbers found

during the count.

To speed up data entry even faster it will be possible to rapidly mark all known serial

numbers for a particular item as found or not.


Opera 3 (1.20)

Tighten up your stock management with

Stocktake

The new Stocktake application gives your business the tools needed to run effective

stock management. It is ideal for counting inventory in warehouses, stock and supply

rooms, manufacturing and distribution centres, and retail businesses.

By extracting product information from Opera 3 Stock Control; the division of stock

items (including traceable items) can be strategically allocated to Work Sheets for the

relevant personnel to perform manual counts. On completion, management can run a

cross-check, resolve discrepancies, make corrections and post adjustments back into

Opera 3 to automatically update stock levels.

Stocktake for Opera 3 alleviates the need to post adjustments individually, which is

time consuming; and helps businesses to accurately maintain stock levels. By

identifying any movements not accounted for by normal processing of the system, it

helps to pinpoint the rate of loss, the cost implications and any discrepancies which,

for example, could be a direct result of damaged goods. If left undiscovered, it can

heavily impact the profit of a business.

Notification Services for improved

communication

For many customers, it can be frustrating preparing to run key processes that may

require exclusive access to Opera 3. Communicating to users that specific events are

due to take place; and ensuring all users are logged out is time consuming and causes

unnecessary disruptions.

To enable such processes to take place promptly with no hold ups, the Opera 3

Notification Services easily allows messages to be distributed, directly through the


Opera 3 interface. If users ignore warning messages, for example asking them to log

out, the shutdown service will enable the administrator to enforce an automatic

shutdown of all Opera 3 users, as well as restrict user log-in by setting a lockout

period. This will allow the scheduled task to take place at the required time.

When constructing messages with Notification Services, information including a title,

date, time, communication frequency (once, daily, weekly or monthly) can all be

specified. Messages can be defined as only relevant for specific users or specific user

groups, and whether it should be displayed in all Opera 3 companies and systems or

only selected companies and systems.

Notification Services lays the path for future integration with the Task Scheduler in forthcoming releases..


Document Management Desktop – now for

everyone in the office

Isn’t it time to replace company-wide paper based processes with electronic

processes? Now you can with the new Document Management Desktop application. It

brings the benefits of Document Management to everyone in the office. The Desktop

version offers simple and easy to use capture and retrieval of documents for non

users of Opera 3, at a fraction of the price. Eliminate the risk of losing documents from mislaid or misfiled papers.


OPERA 3 (1.00)

Improved Reporting - output to Excel and more

Significant enhancements have been added to Opera 3 reporting. You can output

many Opera 3 reports directly to MS Excel. When you select the File option on the

Publisher, you can select the report to be output in an Excel Report format. This

allows for far better data manipulation of the results in that report.

The Reporter application also has the option to output the report to MS Excel, for

further data manipulation.

Multiple reports can now be run at the same time. This allows you to minimise the

current report and launch a second, which is particularly useful if you want to compare

information between reports: simply lay them side by side on screen.

View multiple reports at the same time

It is also possible to invoke the search routine within the report. This creates a

“bookmark” list on the left hand side of the report that allows you to quickly navigate

to instances of the text string that you were looking for. A quick and simple way to

navigate through your reports, particularly ones that are several pages long.

The built in graph generator available for many of the Opera 3 Views makes the

display of information much easier for the user to interpret. These graphs can be re-

orientated, the colours modified, they can be printed or exported, and can be cut and

pasted into MS Word or Excel. It's a much more powerful way to display your data.


Open period accounting

In Opera 3, transactions can easily be posted from other applications such as Sales

Ledger, Purchase Ledger, Cashbook and Payroll into any open period of the 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 journal entries can be reversed

and rectified quickly and accurately. Nominal Journals can be raised to the previous

year as long as the period is open.

This makes the Nominal Ledger a far more powerful and flexible tool in which to

analyse the companies financial data.

The starting point to open period accounting is to define the Period. If a Period is

open, transactions from the Sales Ledger, Purchase Ledger, Nominal Ledger,

Cashbook, Fixed Assets, Stock, BOM and Payroll applications within Opera 3 can be posted.


Brand new user interface

Navigating around the Opera 3 solution couldn't be easier with the new user interface.

We've given Opera 3 a new look and feel based on Office 2010, and added new icons to make it easy to identify applications functions.


New Scheduler application

The Scheduler allows you to run some of the big Opera 3 tasks at a time convenient

to your business. Running some tasks during normal working hours can interrupt your

daily processing, costing you both time and money.

Routine daily tasks like backing up your data or monthly tasks like running a Nominal

Ledger Period End need exclusive access to your data, meaning that all your users

must log out of Opera 3 before they can be run.

You can schedule tasks for these processes:

Backing up your Opera 3 data

Running Update Data Structures to update your data to the latest database

structures

Tidying the system files in Opera 3 to remove report layouts, user and company

profile records that have been marked for deletion, to clear temporary files, to

clear event logs, and to tidy VAT files and exchange rates

Rebuilding the periods and transaction history in the Nominal Ledger

Running the Period End in the Sales Ledger, Purchase Ledger and Nominal Ledger

Additionally, you can define tasks to be run for several companies, even over multiple

systems, consecutively. This is very useful if you run multi-company Opera 3

installations.


VAT 100 online filing

The Online Filing Manager has now been enhanced to cater for submission of the

VAT 100 to HM Revenue & Customs. It is now a requirement for most companies to

submit annual P14s and P35s and in-year P45 and P46 online. The Opera 3 Online

Filing Manager supports the online submission of the VAT100 Return and is approved

by HMRC.

This will help users to submit the VAT100 Return quickly, securely and accurately

directly from within Opera 3.

New Help

Opera 3 Help has been improved, and can be accessed from all forms in the

application. It is designed to be read on screen but you can also print topics if

required. Each form in Opera 3 has a Help button that opens the Help topic relevant

for that form. When you click the Help button, only the Help that you are interested in

is displayed so you are not overwhelmed with Help topics for the entire application.

To help you find other information you may be interested in, most Help topics include

a Related Topics Help button that links to other related topics in the Help system.

Within each application is a set of "How to..." topics which give quick, to-the-point

information on how to perform a specific task.


It is also easier to search for information in Opera 3. The search results show you

where the information was found, thereby helping you to decide which topic to open.

A comprehensive index is available too.

Each application has its own Help system that is structured according to your

information requirements: if you need high-level understanding, the 'Introduction

to..." Help topic describes the different areas of an application and includes a chart

that shows you how it links to other applications in Opera 3. Each application in Opera

3 has an Introduction Help topic.


Opera 3 Info Centre

The Opera 3 Info Centre is a website specifically designed for Opera 3 users. When a

user logs in, the Opera 3 Info Centre provides a host of useful information and

resources to get the most out of Opera 3. Find out what’s new and coming soon, top

tips for your Opera 3 solution, product help, special customer offers, Pegasus stationery, downloads and more.

Pegasus Opera 3 Release Details October 2014 · Management Centre application on a current AMC. 4...

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