pegasus opera 2 to opera 3 - reasons to upgrade - pci services

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OT0284/Aug/15 Contact your Pegasus Partner about exclusive prices when you upgrade to Opera 3. Take a look at the new features at www.pegasus.co.uk/demos Watch our video case studies to see how Opera 3 customers are benefiting at www.pegasus.co.uk/videos Ibonhart Global manufacturer of bread slicing machinery Agripower Contractors Natural and artificial surface specialist Jo Bird Leading manufacturer of storage for fire and safety equipment “I believe Opera 3 is the ideal solution for a growing company like Rigby and Peller, who need more flexibility and reporting features. This has allowed smarter decision-making, which will no doubt help our long-term strategies.” Amna Ijaz, Financial Controller, Rigby & Peller One System. One Solution. Full integration across your entire business Opera II to Opera 3 Reasons to upgrade Pegasus Software Orion House, Orion Way, Kettering NN15 6PE T: 0800 919 704 T: +44 (0)1536 495000 F: +44 (0)1536 495001 E: [email protected] www.pegasus.co.uk @PegasusSoftware Pegasus Software is a trading name of Infor (United Kingdom) Limited. Registered Office: The Phoenix Building, Central Boulevard, Blythe Valley Park, Solihull, West Midlands, B90 8BG. Registered in England No. 2766416

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Page 1: Pegasus Opera 2 to Opera 3 - Reasons to upgrade - PCI Services

OT0284/Aug/15

Contact your Pegasus Partner about exclusive prices whenyou upgrade to Opera 3.

Take a look at the new features atwww.pegasus.co.uk/demos

Watch our video case studies to see how Opera 3customers are benefiting at www.pegasus.co.uk/videos

IbonhartGlobal manufacturer ofbread slicing machinery

Agripower ContractorsNatural and artificial surface specialist

Jo BirdLeading manufacturer ofstorage for fire and safetyequipment

“I believe Opera 3 is the ideal solution for a growing companylike Rigby and Peller, who need more flexibility and reportingfeatures. This has allowed smarter decision-making, which willno doubt help our long-term strategies.”

Amna Ijaz, Financial Controller, Rigby & Peller

One System. One Solution.Full integration across your entire business

Opera II to Opera 3 Reasons to upgrade

Pegasus Software Orion House, Orion Way, Kettering NN15 6PET: 0800 919 704 T: +44 (0)1536 495000 F: +44 (0)1536 495001 E: [email protected] www.pegasus.co.uk @PegasusSoftware

Pegasus Software is a trading name of Infor (United Kingdom) Limited. Registered Office: The Phoenix Building, Central Boulevard, Blythe Valley Park, Solihull, West Midlands, B90 8BG. Registered in England No. 2766416

Page 2: Pegasus Opera 2 to Opera 3 - Reasons to upgrade - PCI Services

By investing in our flagship solution Opera 3,you are protecting the future of yourbusiness. We’ve added lots of features andenhanced many areas to help you improvethe way you work.

What’s more, if you move to Opera 3, you’llhave the option of deploying it in the Cloud,so your entire business solution will beaccessible at any time, from any location, onmobile devices, and you’ll save on hardwareinfrastructure and maintenance costs.

Upgrade now and take advantage of the newfeatures only available in Opera 3.

Improved reporting is a key benefit, with over60 reports you can export directly to Excel®. Opera 3 also offers open period accounting,error correction functionality in the ledgers, e-mail payslips and P60s, the ability to connectwith your data remotely and a whole host ofother features, designed to help you increaseyour visibility of the business and improveefficiency and decision-making.

What’s more, it’s easy to upgrade: minimaltraining is required and the implementationprocess will be straightforward, with the helpand support you’ll receive from your PegasusPartner.

Improving the way you work is our line of work

Take a look at the new features at www.pegasus.co.uk/demos

"Getting Opera 3 was a good businessdecision and I'm really looking forwardto seeing how it’ll benefit other areas ofthe business."

Chris Barfe, Managing Director, Ibonhart

"Opera 3 is an integral part of our business, and the insightwe gain from it adds an immense amount of value as wecontinue to pursue our growth plans"

Ashley Holmes, Financial Director, Penny HydraulicsMoved from Opera II to Opera 3 with 14 users

Export over 60 reportsdirectly to Excel

Simplified error correctionin the ledgers

Manage customer debteffectively to improve cash flow

Reduce cost and admin timewhen running your payroll

Track time easily

Keep track of stock levels

Flexibility to post in pastand future periods

For an accurate valuationof your stock costs

Empower employees andlower HR costs

File your VAT return online

Schedule key tasks to runwhen it suits the business

Salary sacrifice in Payroll

Opera 3 unique features and applicationsA guide for Pegasus customers

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Page 3: Pegasus Opera 2 to Opera 3 - Reasons to upgrade - PCI Services

Payroll Self Service via Pegasus Web XchangeEmpower employees and reduce HR costs

Pegasus Web Xchange offers the ability to securelyaccess and view Opera 3 data via a web browser.Using Pegasus Web Xchange, Payroll Self Service*offers employees online access to payslips, P60s,pension information, personal details andholiday entitlement.

With Payroll Self Service you can significantly reduce the cost ofprinting and posting payslips. What’s more, you can save admin timeas Payroll Self Service empowers employees to check and update some of their own information.Employees don’t need to be users of Opera 3 to access their data.

Timesheets via Pegasus Web XchangeEmpower employees and ease the burden on the Payroll team

Using Pegasus Web Xchange, Timesheets* integrates with Opera 3 Payroll & HRand allows employees to enter their timesheets from any location, using theirdevice of choice, and submit them for approval. Once approved, timesheets canbe passed to Opera 3 Payroll for inclusion in the next payroll run.

With a timesheet entry facility that’s integral to Opera 3, there’s no more need forthe payroll team to import timesheets in spreadsheet format every time they perform a payroll run.Consequently, admin time and the possibility of error are significantly reduced.Credit Management Centre

Manage customer debt effectively to help improve cash flow

The Credit Management Centre* is a centralised, easy-to-use tool whichconsolidates all of the information needed for effective credit control. You canquickly see what is owed, who owes it and how much money has been promisedby customers, with easy-to-understand, real-time graphs displaying your overallfinancial status. In addition, the Debt Management feature can help you get paidfaster by improving communication with your customers, as it allows you tocreate up to nine levels of debt correspondence and e-mail or print them.

All of which will help you improve cash flow, reduce bad debts and improve your financial position.

E-mail payslips and P60sReduce the cost and admin time of running your payroll

Opera 3 Payroll offers the option to e-mail payslips and P60s to employees. This feature comes as standard and can make paper payslips and P60s a thingof the past. You’ll no longer need to procure the relevant forms or incurpostage costs; at the click of a button, payslips and P60s can be delivered tothe employee’s inbox as a password-protected PDF document. Printedpayslips, or a combination of the two, can also be produced.

www.pegasus.co.uk

Export Opera 3 reports to ExcelFor improved reporting and analysis

You can export over 60 Opera 3 reports directly to MS Excel so you can analyse,manipulate and report on your data using an interface you’re familiar with. This applies both to standard reports and to those created in the Reporterapplication. You can run multiple reports at the same time, and they can stayopen as you navigate to other areas of the system. You can minimise one andopen another, or tile them on screen. This feature comes as standard when you upgrade to Opera 3.

Error correction in the LedgersSimplify corrections in the ledgers

We all make mistakes, but we don’t want to spend lots of time correcting them.In Opera 3 Sales Ledger and Purchase Ledger, a user-friendly wizard allows you toeasily correct mis-allocated transactions, and you can also remove the associatedtransactions, such as a Sales Receipt or a Purchase Payment. In Opera 3 Nominal Ledger, the Rectify feature allows you to re-post journals thatmay have been posted to the wrong account or date. What’s more, errorcorrection functionality comes as standard when you upgrade to Opera 3.

Open Period AccountingFlexibility to post in past and future periods

If you want more flexibility in your financials, Opera 3 is for you. You cancreate calendars for the current and up to 3 future financial years, and posttransactions to any period marked as “open”, either directly or from otherOpera 3 applications such as the Sales and Purchase Ledgers. For completecontrol and flexibility, you can also post into the previous financial year fromthe Nominal Ledger.

* Chargeable features

Salary sacrificeLessen the impact of pension contributions

Salary sacrifice is becoming increasingly popular with employers, as it can befinancially beneficial to both employers and employees. Opera 3 Payroll calculatesboth percentage-based and value-based salary sacrifices automatically, so it cancater for both pension-related and non-pension salary sacrifice schemes. Salarysacrifice functionality comes as standard with Opera 3 Payroll.

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Page 4: Pegasus Opera 2 to Opera 3 - Reasons to upgrade - PCI Services

StocktakeKeep accurate stock levels

It’s crucial to have up-to-date information on your stock levels in order tomeet customer demand and optimise the production process. The Stocktakeapplication* extracts stock items from Opera 3 so that they can be allocatedto worksheets and counted. On completion of the stocktake, you can run across-check and make corrections and adjustments that can be posted backinto Opera 3 to update stock levels.

Landed CostsFor an accurate valuation of your stock costs

Landed costs are the additional costs incurred in getting goods you purchasefrom your supplier to your premises such as freight, insurance, and possiblycustoms duties and other taxes that may be levied on a shipment. Opera 3 allowsyou to define landed cost elements and assign them to stock items, so that, byknowing both the purchase price and the landed costs of your stock, you canaccurately identify its true cost and protect your profit margin.

Why should you move?Taking the next step to Opera 3 is investing in the future. At Pegasus, weunderstand how important it is to have a system that keeps up with your needsand will grow with your business, and we’re constantly optimising Opera 3 tomake sure it does just that.

Taking the next step to Opera 3 couldn’t be easierWhether you choose on-premise or Cloud deployment, your Pegasus Partner willensure that you have a smooth transition to Opera 3, with minimal disruption toyour business. With little training required, you’ll be seeing the benefits in no time.

Even more features to improve your businessRetrospective Aged Debtors/Creditors reportingDraw on your historical data to re-run Debtors and Creditors reports as theywould have been at a specific date in the past. This is particularly useful forauditing purposes at period-end or year-end.

Historical Stock Valuation report The Historical Stock Valuation report which has been added to Stock Controlshows the value of stock items as it was at a specific date in the past.

Summary SchedulerThe Summary Scheduler in Helpdesk Management provides the perfect solution for scheduling,re-scheduling and viewing calls in bulk at a glance.

Batch-generate Preventative Maintenance callsCreate batches of Preventative Maintenance calls due for equipment items, saving time and effort.

Improved user assistanceOpera 3 Help has been restructured and significantlyimproved, and now includes a What’s New section and aHow To section.

Opera 3 Info CentreA website with resources just for Opera 3 users. Stay up to date on legislative changes, find out what’scoming up in future releases and download the latestrelease guides. Watch product videos and downloadbrochures to learn about other Opera 3 applications that could benefit your business.

VAT100 Online FilingFile your VAT return online

Take the strain out of online filing and submit your VAT Return online quicklyand easily from Opera 3 and the Online Filing Manager. It’s fast, secure,reliable and convenient. Opera 3 and the Online Filing Manager comply withHMRC requirements for filing online.

The Opera 3 Info Centre

Scheduler and Notification ServicesRun key tasks outside office hours

Schedule some of your Opera 3 processes to run outside working hours,minimising disruption. Tasks you can schedule include data back-ups, runningperiod ends in the Nominal, Sales and Purchase Ledgers and Stock Control,repeat invoicing, and Invoicing/SOP/POP re-organisation. With NotificationServices, you can force a shutdown, perform a lockout of Opera 3 users or send amessage to users at the same time as scheduling a task. Scheduling functionality is available as standard when you upgrade to Opera 3.

* Chargeable featurewww.pegasus.co.uk 7