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Software

 

Opera 3 latest releases

Opera 3 (2.30) and Opera II (7.50)

The latest releases of Opera 3 (2.30) and Opera II (7.50) include the legislative payroll changes required to complete the 2015-16 tax year end and process in the new tax year from 6 April 2016 onwards.

Opera 3 (2.25) and Opera II (7.45)

The latest releases of Opera 3 (2.25) and Opera II (7.45) include new functionality in the Payroll & HR module to cater for re-enrolment of pensions. A number of additional auto enrolment changes have also been made to make processing your auto enrolment files even easier.

Cyclical Automatic Re-Enrolment

New functionality has been added to the Payroll & HR application to cater for Cyclical Automatic Re-enrolment. If an employee is not in a qualifying pension scheme either because they opted out of their pension or ceased membership more than 12 months before the Cyclical Automatic Re-enrolment date, they must be assessed on a three yearly cycle using the Cyclical Automatic Re-enrolment process.

The latest release provides the ability to record the cyclical automatic re-enrolment date, identify employees to reassess, enrol the reassessed Eligible Jobholders into a qualifying pension scheme, and report on the employees who have been enrolled and include the employees in the enrolment and contribution NEST and NOW:Pensions files.

Opera 3 (2.24) and Pegasus Web Xchange

This release extends Pegasus Web Xchange with a new Timesheets service to complement Payroll Self Service.

Timesheets extends Pegasus Web Xchange with a new service to empower employees and benefit the Payroll team and project managers. It provides simple time entry and submission for manager’s approval or rejection, with a project management analysis report built in.

Opera 3 (2.23) and Opera II (7.43)

The release provides automation for customers processing PPD (prompt payment discount). In addition VAT Return improvements, further report output to Excel, demo data uplift and other functional enhancements are included.

The release includes the ability to automatically handle VAT reductions that apply where an offer of settlement discount is taken up by a business (where settlement discount is offered to them by a supplier) and a customer (where settlement discount has been offered to that customer by the business)

The Suggested Payment Report and Authorised Cheques and BACS processes have been enhanced to deal with settlement discount VAT adjustments. This will allow users to pay automatically if settlement discount is taken.

Flexibility is built in; users can continue to use credit notes or choose to use VAT adjustments

Please note: for manual payments and receipts that cater for VAT adjustments, it is the responsibility of the user to confirm the values

The new processes impact Sales Processing Receipts and Purchase Processing Payment forms. They include new checkboxes and fields. Users not applying settlement discount will not be affected by these changes

Any customer using Opera 3/Opera II with Pegasus CIS/Operations II where purchase invoices with settlement discount are posted to Opera 3/Opera II from Pegasus CIS/Operations II, credit notes will still have to be used and the invoices paid manually until further notice

Further enhancements:

VAT Processing Improvements

Some productivity improvements have been made allowing users to process in areas such as Sales Order Processing and Sales Receipts when other users are running VAT Reports or using the VAT Online functionality. To achieve this, items such as the VAT Return and VAT Reports which were previously on the Action menu of the VAT Processing form have been separated out into Processing and Reports folders.

Please note: this has an impact on user security so ensure you only give appropriate users access to the new VAT processes

A new VAT Return Adjustments form is now available in the VAT Processing folder which allows users to make direct adjustment postings to the VAT files


Further report output to Excel

Following feedback from Partners and customers, five further reports can be output to Excel for improved reporting:

  • Sales ledger - List of Accounts
  • Purchase ledger - List of Accounts
  • Nominal ledger - List of Accounts
  • System - Exchange Rates Listing
  • Stock - Detailed listing of Stock Records
Purchase Ledger Improvements

A VAT Tolerance check has been added to the Purchase Ledger when creating new invoices and credit notes through Purchasing and PIR Processing. It’s to identify transaction lines where the system believes that the VAT Amount should be different from that which has been entered

In addition, the total of the payments marked for inclusion in the Print Cheques, Print Cheques/Remittances and Create BACS routines in the Purchase Payment menu is displayed on the form

Purchase Ledger - Held Invoices Report

The criteria form for the Held Invoices report in Purchase Reports has been enhanced to allow users to show only the outstanding balance of any Held Invoices. This applies to both the standard and Excel report

CRM Enhancements

A new form appears on the Action menu of the Company Processing form. The Region, Territory, Customer Type and Warehouse fields have been removed from the General tab main form and are now available on an ‘Analysis’ form. The Cost Centre, Despatch Method and Delivery Route fields are present. When creating a new Prospect, the Analysis form is automatically loaded when the record is first saved, followed by the Contacts form.

Opera 3 (2.22) and Opera II (7.42)

The EC VAT, Sales Ledger and Purchase Ledger applications are affected. A new SOP Invoice report design (PEG630 stationery) and Sales Statement report design (PEG610 stationery) have been introduced to cater for the settlement discount changes; they work with the existing stationery.

Important: From 1 April 2015, users will not be able to process transactions that generate discount transactions through the Authorise Cheques or Authorise BACS routines – if payments with discounts are to be made for Suppliers offering PPD, they must be processed through the Payments form in Purchase Processing.

SOP/Invoicing Processing Key Enhancements

SOP/Invoicing Processing now provides the ability to raise ‘VAT only’ Invoices and Credit Notes. An indicator has been added to the Invoice/Credit Note document header to allow Description Only lines to be raised in the Details form with the value entered recorded as VAT. This enhancement allows users to handle the discrepancies in the amount of PPD given to a customer and accounted for by the customer and also provide the necessary documented evidence to HMRC for such adjustments.

A further enhancement to SOP/Invoicing Processing includes the ability to automatically e-mail Credit Notes. A checkbox has been added to the Terms Form for the customer which will dictate whether a Credit Note created through SOP/Invoicing will be automatically e-mailed or not to the Account Contact. A new record for the Credit Note will be present in the E-mail Profile table in the System application

Opera 3 (2.21)

The release enhances the Payroll application with e-mail payslips and P60s, available as standard at no extra cost. There are further enhancements to the Scheduler, Credit Management Centre, and Cashbook plus further report output to Excel in CRM

E-mail payslips and P60s – see the savings add up

To help payroll customers move closer to a paperless office and support a mobile workforce, e-mail payslips and P60s are now available in Opera 3 Payroll as standard, at no extra cost

The cost of printing and posting payslips, buying stationery and the admin processing time can be costly for any business. With Opera 3, customers have the flexibility to use a combination of printed, self-service and e-mail payslips and P60s, depending on their employee’s preference

Using Quick E-mail Setup, users can either import employee e-mail information in bulk from a CSV file or enter it manually in a user friendly input form. Users can create a unique look and feel with an editor to design their own e-mail templates to use for the distribution of passwords, payslips and P60s. Employees can choose for their e-mails to be sent to a work and/or personal e-mail address

E-mail payslips and P60s are secure with password-protected PDFs, automatically assigned to employees by Opera 3. Employees can change their password to something memorable by advising the payroll administrator

The administrator can keep track of the e-mail delivery status with the new Check E-mail Status function. A history of previously sent e-mailed payslips and P60s can also be viewed in the History form, plus a summary report can be printed which includes a complete audit trail of e-mails generated and their status

Scheduler enhancements

The Scheduler has been enhanced to provide additional server side functionality that is currently used exclusively by the new Opera 3 E-mail payslips and P60s

The Scheduler provides new functionality that allows Opera 3 to password protect e-mailed payslip and P60 PDF files, and also allows up to 3 common attachment PDF files to be sent with any batch of welcome, password, payslip or P60 e-mails. The payroll team may choose to include an HR newsletter or company information to keep employees informed

CRM Improvements

  • SPM - Company List, Company Address Book, Contract List and Activity Analysis 
  • Service Management - Contract List, Equipment (default sequence only) 

Cashbook Security Improvement

The security of Cashbook Bank Accounts has been improved. Users who do not have access to private accounts will no longer be able to view information relating to bank accounts where the nominal account for the Cashbook Processing record is set to 'Private'. This is also an improvement that has been implemented as a result of a number of Partner requests.

Private bank account records are not available in cashbook Reports to users who do not have access rights set for 'Private Accounts'


Opera 3 (2.14)

NEW Debt Management feature plus enhancements to Scheduler, Payroll Self Service and CRM - October 2014

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

Pensions

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.


CRM: enhancements

The release includes a number of enhancements to CRM for improved communication and efficiency and better reporting.

Activities and Sales Opportunities will be integrated with Notification Services. Notifications can be sent to users when an activity is created, modified, cleared, deleted, or as a reminder when it is about to become due. This will affect Activities created in the following areas:

  • The Activity Tab available in: Company Processing, Contacts Processing (including Group Processing), My Company, My Record, Sales Opportunities Processing, Project Processing, Stock Processing, Service Contracts Processing, Equipment Register Processing and Helpdesk Management Processing
  • Resource Scheduler and Summary Scheduler
  • Daily Calendar, Group Calendar and SPM Today

Notifications can also be sent to users whenever a Sales Opportunity is created or amended, and as a reminder when an Opportunity has reached the ‘Next Chase Date’. This will affect Sales Opportunities created in the following areas:

  • Sales Opportunity Processing
  • The Opportunities Tab available in: Company Processing, Contacts Processing, Referral Methods, My Company and My Record More reports can be exported to Excel, for information sharing and further analysis

5 more reports are available to export to Excel:

  • Sales Pipeline Management: Sales Pipeline Report, Telephone List and Activity List
  • Helpdesk Management: In-Tray and SLA Monitor


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.  Learn more.


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. Learn more.


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. Learn more .

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 at £350  +VAT.


Support for Windows 8:

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

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.

New Credit Management Centre in Opera 3 (1.70)

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.

CRM Enhancements 

Print Call Sheets Report - a new option called ‘Report by Equipment’ has been added to the criteria form.  This allows a call sheet to be produced for an Engineer that only displays previous History relating to the item of equipment due to service on site.

Helpdesk Calls – view the service contract details linked to a call on the Helpdesk tab on various forms in CRM

Warranty Expiry and Next Service Due Dates

  • Now a message will warn you if a worksheet entry includes an equipment item that is under warranty but the entry is not marked as 'Free of Charge'. You can choose to mark the item as free of charge or accept the charge as entered.
  • It is now possible to filter items using their Warranty Expiry dates on the Equipment tab in addition to their Next Service Due dates.
  • Both the Warranty Expiry date and Next Service Due date for each equipment item are now displayed on the Choose Equipment form.
  • The Find Results form on the Equipment Register now also includes both the Warranty Expiry date and Next Service Due date

Opera 3 (1.60) incorporates 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). Find out more.

Work smarter, not harder with Opera 3 (1.50)

Work smarter, not harder with Opera 3. Your business can improve productivity with lots of new features

Read More... 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 CRM and much more.

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.

Error correction - Purchase Ledger

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.

Stocktake - filter by bin location

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 CRM

Easier scheduling with the Summary Scheduler -  define work patterns and assign them to resources. For example, an Engineer may have a 4 days on, 3 days off work pattern so the Summary Scheduler will therefore be able to highlight those 3 days off as being unavailable for scheduling for that engineer.

Summary Scheduler - define work patterns

It is also possible to assign a resource to work on the same job on a specific day over multiple weeks. This allows an Engineer to be booked on to a specific Job on designated days without Activities needing to be cleared.

Improved reporting - the User Defined Fields created and applied throughout the CRM applications are now available for reporting. This allows them to be used within both the Reporter application and within the Pegasus Dashboards Manager.

Define Quotation Status to be 'inactive' - when you create a Quotation it is now possible to default the Quotation Status to be 'Inactive'. This provides a level of authorisation because only users that have the relevant security access can change the status from 'Inactive'.

Group Membership - define Contact Groups within CRM and assign Contacts to those groups. It is now possible to see those Contact Groups from within the Contacts Processing Action menu from a new option called Group Membership. This displays a tick list of all Contact Groups identifying those Groups the current contact belongs to. You can tick / un-tick groups as required.

Remember Form Positions - Column widths in CRM and Service & Helpdesk Management list views will obey the Remember form position and sizes setting within Preferences.

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.

> Download the Opera 3 (1.50) Guide to Enhancements