Opera II Release History and Previous Versions of Opera II Business Software

Opera II (6.91)

Improved CRM
We’ve responded to customer feedback and made over 50 enhancements to the latest version of CRM to help you manage a better relationship with your customers which includes the ability to:

• Set up call templates which also allows the automatic creation of Sales Opportunities when logging new Helpdesk Calls. Opportunities are added into the sales pipeline instantly; all linked back to the Helpdesk Call
• Run Worksheet Billing and SOP Processing, directly from a Helpdesk Call. This optionally enables Chargeable Work/Parts to be posted to SOP Processing instantly; which can then be progressed through to Invoice immediately to help improve cashflow
• Update all staff Outlook calendars via Outlook Meeting Requests. All activities throughout CRM, and also any meeting requests to engineering/external staff through both the Summary and Resource Schedule; can be added. What’s more, meeting invitations can be sent to one or more internal or external contacts. The recipients of the e-mail can then either accept the invitation, or reject it
• Foreign currency uplift
• Worksheets to respect customer price lists and discount calculations

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

It’s time to take a fresh look at Document Management!

Additional enhancement: New Bankline Adhoc Payments Option
A new Bankline Adhoc BACS file format is available for selection in Purchase Ledger, Cashbook and Payroll. This will enable customers to upload payments which would be processed as single debit/multi credit payments from one bank account to multiple beneficiaries; without having to set up each payee in Bankline that is already set up in Opera II.

Opera II (6.81)

The release introduced the new and improved Opera II Dashboards with brand new functionality to better meet your needs, further enhancements to the core Opera II product, and a new release of Document Management. We’ve made significant improvements and added greater flexibility to the Opera II Dashboards Manager module. You can now do the following:

New and improved Opera II Dashboards

• Customise a dashboard to display the charts for a certain user or group of users. For example, you may want to create a ‘Sales’ dashboard so sales managers can have their own personal dashboard that includes items only for their sales regions.
• Need further, in-depth information? Now you can configure a main chart to link to another chart to drill down to more information. For example, each segment in a pie chart displaying sales values by region can link to a drilldown chart that displays the detailed information behind the values.
• Configure a main chart to link to a website. For example, you can link a customer’s postcode in a grid chart to a website like Multimap.com or to their corporate website.
• Configure a main chart to link to a separate dashboard. For example, you may have a dashboard that displays all the key performance indicators including a chart displaying employee turnover. You can link that chart to a different dashboard that perhaps displays only payroll and personnel related charts.
• Configure a main chart to display information that is relevant for a user. For example, so a Sales Manager can view a specific geographic region or sales territory.
• Create charts that group information together to display summary values. For example, in a list chart users may want to present a total of sales values by geographical region or sales territory.

Fixed Assets

Do you currently maintain your asset register in an Excel spreadsheet? Now you can easily upgrade to the Opera II Fixed Assets module by importing assets from an Excel spreadsheet.

CRM

There are a number of new options added to the CRM group of modules to improve performance and increase flexibility:

• Do not store email body text in History has been added to the Set Options form in CRM to alleviate the large database tables at customer sites.
• Show All Sites has been added to the Choose Equipment form in the Helpdesk module. When the option is ticked, equipment that is located at all sites is displayed.
• Include Inactive Contacts has been added to the Contact Advanced Search form in the SPM module. When the option is ticked, any contacts that are marked as inactive are not included in the search results.
• Maximum No. Of Records Per Output Document has been added to restrict the number of letters in a Mail Merge document. This controls how many letters are included in the document that is created when the mail merge is processed.

Document Management (2.11)

The new release of Document Management contains an enhancement which gives you greater flexibility when retrieving information. A new sorting option offers three choices: ‘Newest to Oldest’, ‘Oldest to Newest’ or ‘Document Version’.

Read more in the Opera II (6.81) Guide to Enhancements.

Opera II (6.72)

What are the Cross Border VAT Changes?

As of 1 January 2010 it will be a legislative requirement for a UK VAT registered business to declare any intra-EC services that they supply to a VAT registered customer in the EC on the EC Sales List (ESL – VAT 101 form). The EU Legislation changes affect the following buisnesses:

• UK businesses that supply services to EU member countries are now required to submit details of the service on the EC Sales List
• UK businesses that receive services from EU member countries will need to account for the service and update their VAT Return using the rules of the new legislation (Reverse Charge)
• UK businesses required to submit ESL (EC Sales Lists) must agree with HMRC whether they need to commit returns for Services on a monthly or quarterly basis

You can find more information regarding Cross Border VAT Changes on the HM Revenue & Customs website.

Opera II (6.70)

Opera II (6.70) is the biggest release for Pegasus in 2009. The release includes a new module, Fixed Assets, and many functional enhancements delivering real business benefits. Some key enhancements include:  

E-mailing of invoices in Batch Processing - save on time, paper and postage plus avoid the impact of postal delays.

Service and Helpdesk Management link to the Costing module: costs and revenue can now be posted to the Costing module. This removes the possibility of manual error and provides a seamless link to Costing.

Document Management enhancements: improvements to indexing and retrieving of documents to allow users to refine their search for easier retrieval and offer greater flexibility during processing.

Opera II (6.61)

The release of Opera II (6.61) includes new releases of PIM (1.81) and Executive Dashboards (2.02) and also includes the Online Filing Manager (2.71) and Document Management (2.02).

Sales Management group of modules

The Sales Management group of modules (SPM, SPM Remote and Service and Helpdesk Management) have been renamed to Customer Relationship Management (CRM).

Opera II (6.50)

Opera II (6.50) builds on the success of our latest modules, Sales Pipeline Management, Executive Dashboards and Document Management with three brand new modules:

• Service and Helpdesk Management
• Executive Dashboards Manager
• Advanced Document Management

Read more...

Opera II (6.12)

The release of Opera II (6.12) extends the functionality of Sales Pipeline Management, Executive Dashboards and Document Management. The release includes:

• Sales Pipeline Management: (SPM) Remote
• Executive Dashboards: Twenty new ‘out of the box’ Dashboard items
• Executive Dashboards: support for Windows Vista (Business and Ultimate Editions)
• Document Management: SPM integration and further integration with Sales & Purchase Ledgers

This release also includes a number of enhancements and software change requests.

SPM Remote will allow users to work offline with SPM and other Opera II related data with synchronisation of the SPM data back to the main system via a virtual private network (VPN) or local area network (LAN) connection.

Opera II Version 6

Opera II Version 6 delivers more functionality, further enhancements and two new modules to the end-to-end solution; Executive Dashboards and Document Management.

Executive Dashboards: Put yourself in the driving seat

This new module for Opera II provides a visually stunning presentation of key business information 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. Tell me more...

Document Management: The paperless office is now a reality

Document Management is a complete image capture and file management system that retains all your essential documents and stores them electronically, for instant access. Tell me more...

Opera II 5.50

The release of Opera II 5.50 includes a new module for Opera II, Sales Pipeline Management (SPM). This release also includes a number of software change requests. 

Opera II Sales Pipeline Management: A complete end-to-end business solution

This new module for Opera II allows customers to enter prospects, convert them to customers and manage the relationship process through the whole sales cycle. This also includes the ability to forecast against your sales pipeline and report on individual customer profitability, all from one solution. Tell me more...

Opera II Version 5.00

If you're an existing Opera II customer, you'll want to know all about our major release Opera II Version 5: Tell me more...

We have implemented a number of enhancements to Financial Management, Supply Chain Management, Reporting and Administration areas of Opera II with the 5.11.00 and 5.12.00 releases. The 5.13.00 release includes the new HM Revenue & Custom regulations for Reverse Charge VAT.